Advisor Fresher Job (Part time/Remote)

Company Overview
Max Life Insurance Company Limited, a Joint Venture between Max Financial Services Limited and Axis Bank Limited, is part of the Max Group, an Indian multi-business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions through its multichannel distribution including agency and third-party distribution partners. The company has built its operations over almost two decades with a customer-centric approach to engagement and service delivery.

Job Overview
Max Life Insurance Company Limited is seeking a dedicated and skilled Advisor to join our team. This is a part-time, remote, freelance position based in Surat, ideal for freshers with 0 to 1 year of work experience. The selected candidate will help clients with financial planning, investment management, and retirement planning.

Qualifications and Skills
Financial Planning, Investment Management, Retirement Planning (Mandatory skill)
Risk Assessment: capable of identifying potential risks affecting clients' financial plans and advising on appropriate strategies.
Tax Planning: expertise in optimizing clients' tax positions through effective tax-saving strategies.
Estate Planning: knowledge in advising clients on how to effectively manage and prepare for the transfer of their assets.
Client Relationship Management: ability to build and maintain strong relationships with clients.
Market Analysis: skilled in analyzing financial markets to provide informed investment recommendations.

Roles and Responsibilities
Provide clients with professional advice on financial planning, investment management, and retirement planning.
Conduct thorough risk assessments to ensure clients are aware of potential financial risks and recommend appropriate mitigation strategies.
Assist clients in devising tax-efficient financial plans to optimize their tax savings.
Advise clients on estate planning to help them effectively manage and transfer their wealth.
Build and maintain strong relationships with existing and potential clients to ensure high levels of customer satisfaction.
Stay updated with market trends and perform detailed market analysis to provide informed investment recommendations.
Regularly review clients' financial situations and make appropriate adjustments to their plans as needed.
Collaborate with other team members to ensure a holistic approach to financial advisory services.

Information above is Internshala's interpretation and paraphrasing of what we found on the shared link.