Financial Advisor Vacancy in Mumbai, Bharti Axa Life Insurance Accountant Jobs

Financial Advisor Jobs in Bharti Axa Life Insurance

Bharti Axa Life Insurance is hiring aspirants for the role of Financial Advisor with experience of 0 – 1 years for Mumbai location. Aspirants, who are looking for Accountant Jobs can use this opportunity. Candidates must make sure that they meet the eligibility requirements for getting placed in these Mumbai Accountant Jobs posted by Bharti Axa Life Insurance.

The Bharti Axa Life Insurance has notified the Accountant Jobs Vacancy on 07/05/2021 on their official website. Ability to work in a large team environment with members of diverse cultures and backgrounds are desirable for Accountant Jobs in Mumbai.

Accountant Jobs in Mumbai

Successful candidates for Accountant Jobs should be self-driven and optimistic in attitude. Roles and Responsibilities of Financial Advisor at Bharti Axa Life Insurance along with required skill set are mentioned below. People interested to work in this reputed organization should check below eligibility details of these Job openings in Mumbai and apply soon. It is advisable for the enthusiasts to apply for the Bharti Axa Life Insurance Accountant Jobs before the last date.

Complete Details of the Bharti Axa Life Insurance Accountant Jobs

Hiring Company Name: Bharti Axa Life Insurance

Job Role: Financial Advisor

Job Location: Mumbai

Job Type: Full Time

Starting Date : 07/05/2021

Last Date: 07/20/2021

No of openings: 10

Experience Required: 0 – 1 years

Pay Scale: Rs . 25000- Rs. 50000

Education: Graduation

Selection Process: Interview

About Bharti Axa Life Insurance

Bharti AXA Life Insurance was formed and commenced business operations during the second wave of growth in the private Insurance space in 2006. Bharti AXA brings together strong financial expertise of the Paris-headquartered AXA Group and Bharti Enterprises – one of India’s leading business groups with interests in Telecom, agricultural business and financial services. Presently, the joint venture has a 51% stake from Bharti Group and 49% stake from AXA, in line with the regulatory framework on ownership in the Insurance sector.

Description of the Financial Advisor Vacancy

We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.

Skills Required For Financial Advisor Vacancy

  1. Bachelor’s degree in business, finance, or related field.
  2. 1-2 years of sales experience.
  3. Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
  4. Life and health license.
  5. Valid driver’s license.
  6. Knowledge of mutual funds, securities, and insurance industries.
  7. Proficient in Word, Excel, Outlook, and PowerPoint.
  8. Comfortable using a computer for various tasks.
  9. Experience providing quality financial advice.
Financial Advisor Roles & Responsibilities
  1. Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  2. Answering client questions about financial plans and strategies and giving financial advice.
  3. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  4. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  5. Analyzing financial data received from clients to develop strategies for meeting clients’ financial goals.
  6. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  7. Implementing financial plans or referring clients to professionals who can help them.
  8. Managing and updating client portfolios.
  9. Contacting clients regularly to discover changes in their financial status.
  10. Building and maintaining your client base.

How to apply for Accountant Jobs in Mumbai, Bharti Axa Life Insurance?

  • If you believe Bharti Axa Life Insurance Accountant Jobs a good match, please navigate to the official website i.e., bharti-axalife.com.
  • Then Click on Careers Tab.
  • Search for Financial Advisor.
  • Click on APPLY now button and submit your CV or fill the form for consideration.
  • Shortlisted candidates will receive email alerts or will be contacted through phone.

Apply Now

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