Financial Advisor
ICICI Life Insurance Limited
Mumbai, Maharashtra, India3h agovia LinkedIn
About the Role
The Financial Advisor role is a full-time, on-site position based in Mumbai. The Financial Advisor will meet with prospective and existing customers to understand their financial goals, assess protection and investment needs, and recommend suitable life insurance and financial solutions.
Key Responsibilities
- Conduct financial planning discussions.
- Explain product features and benefits.
- Prepare proposals.
- Assist customers with documentation and policy servicing.
- Maintain long-term client relationships.
- Monitor portfolio performance.
- Stay updated on company products, regulatory guidelines, and market trends.
- Collaborate with internal teams to ensure a smooth customer experience and support business growth.
Requirements & Tech Stack
- Financial Planning skills
- Financial Advisory skills
- Knowledge of Finance
- Knowledge of Investments
- Understanding of risk, return, and long-term wealth creation strategies
- Expertise in Retirement Planning
- Excellent communication skills
- Interpersonal skills
- Customer-centric mindset
- Proven ability to build trust and maintain relationships
- Strong numerical aptitude
- Attention to detail
- Ability to work with financial tools and documentation
Qualifications
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field.
- Relevant certifications in financial planning or insurance advisory are an advantage.
- Familiarity with the life insurance sector is preferred.
- Familiarity with local regulatory requirements is preferred.