Financial Advisor
LIC
Mumbai, Maharashtra, India2h agovia LinkedIn
About the Role
- Full-time Financial Advisor role based in Mumbai with a hybrid work arrangement.
- Opportunity to contribute to meaningful financial solutions that support customers throughout their life journeys.
Key Responsibilities
- Meet with individual and institutional clients to assess their financial needs.
- Explain LIC’s insurance and investment products.
- Recommend suitable solutions aligned with long-term goals.
- Prepare financial plans.
- Conduct product presentations.
- Follow up with leads.
- Maintain client records.
- Support policy issuance and servicing.
- Monitor market and regulatory developments.
- Organize client education sessions.
- Collaborate with LIC teams to ensure a high standard of customer experience and ethical advisory practices.
Requirements & Tech Stack
- Financial Planning and Financial Advisory skills.
- Understanding of Finance and Investments.
- Experience or knowledge in Retirement Planning.
- Excellent communication and interpersonal skills.
- Ability to work in a hybrid environment.
- Ability to manage time effectively and handle multiple client engagements.
- Basic proficiency with digital tools and CRM systems.
- Commitment to ethical conduct, regulatory compliance, and continuous learning.
Qualifications
- Bachelor’s degree in finance, economics, business, or a related field is preferred.
- Relevant certifications in financial advisory or insurance are an advantage.