Financial Advisor115
Applications
115
Applications
Delhi
Full-Time
Part-Time
Internship
Remote
Freelance
Hybrid
Junior: 1 to 3 years
Posted on Jul 27 2023
Not Accepting Applications
About the Job
Skills
Financial Planning
Customer Relationship Management (CRM)
Business
Finance
Helping Clients
Financial Goals
Interpersonal Skills
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- Strong understanding of the investment business
- Excellent interpersonal skills
About the company
SBI Life Insurance (SBI Life / The Company), one of the most trusted life insurance companies in India, was incorporated in October 2000 and is registered with the Insurance Regulatory and Development Authority of India (IRDAI) in March 2001. Serving millions of families across India, SBI Lifes diverse range of products caters to individuals as well as group customers through Protection, Pension, ...Show More
SBI Life Insurance (SBI Life / The Company), one of the most trusted life insurance companies in India, was incorporated in October 2000 and is registered with the Insurance Regulatory and Development Authority of India (IRDAI) in March 2001. Serving millions of families across India, SBI Lifes diverse range of products caters to individuals as well as group customers through Protection, Pension, Savings and Health solutions. Driven by Customer-First approach, SBI Life places great emphasis on maintaining world class operating efficiency and providing hassle-free claim settlement experience to its customers by following high ethical standards of service. Additionally, SBI Life is committed to enhance digital experiences for its customers, distributors and employees alike. SBI Life strives to make insurance accessible to all, with its extensive presence across the country through its 996 offices, 22,015 employees, a large and productive individual agent network of about 222,822 agents, 68 corporate agents and 14 bancassurance partners with more than 39,000 partner branches, 133 brokers and other insurance marketing firms. In addition to doing whats right for the customers, the company is also committed to provide a healthy and flexible work environment for its employees to excel personally and professionally. SBI Life strongly encourages a culture of giving back to the society and has made substantial contribution in the areas of child education, healthcare, disaster relief and environmental upgrade. In 2022-23, the Company touched over 1.1 lakh direct beneficiaries through various CSR interventions. Listed on the Bombay Stock Exchange ('BSE') and the National Stock Exchange ('NSE'), the company has an authorized capital of Rs. 20.0 billion and a paid up capital of Rs.10.0 billion. The AuM is Rs. 3,282.8 billion. For more information, please visit our website-www.sbilife.co.in(Numbers & data mentioned above are for the period ended June 30, 2023) ...Show Less
Industry
Insurance
Company Size
10001+ Employees
Headquarter
Mumbai, Maharshtra