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Financial Advisor
Axis Max Life Insurance Company Limited
Lucknow, Uttar Pradesh, India · Full Time
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- Experience
- Any
- Salary
- INR 20,000 – INR 71,000 / month
- Openings
- 1
- Posted
- 12 seconds ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
Role Overview
As a Financial Advisor at Axis Max Life Insurance Company Limited based in Lucknow, you will assist clients in meeting their financial objectives by offering expert advice on various financial aspects including investments, savings, insurance, retirement planning, tax strategies, and wealth management.
Key Responsibilities
- Understand and analyze clients' financial situations and goals.
- Design customized financial plans tailored to individual client needs.
- Continuously monitor client progress towards their financial goals.
- Advise and suggest appropriate financial products and services.
- Ensure adherence to relevant regulations and compliance standards within the financial services industry.