Advisor Maxlife insurance company Pvt ltd
Maxlife insurance company Pvt ltd
Office Location
Full Time
Experience: 5 - 5 years required
Pay:
Salary Information not included
Type: Full Time
Location: Delhi
Skills: Financial planning, Interpersonal Skills, investment professionals, Client relationships
About Maxlife Insurance Company Pvt Ltd
Job Description
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should 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 - 5+ years" of industry experience - Strong understanding of the investment business - Excellent interpersonal skills,