Consultant

Company Description

Bajaj Allianz Life Insurance is a joint venture between Bajaj Finserv Limited, a diversified financial institution in India, and Allianz SE, a leading global financial services provider. The company has marked significant growth with a 29% 5-Year CAGR in FY24 and manages assets worth INR 1,23,734 Crore. Serving 3.85 Crore lives with a 99.29% Claim Settlement Ratio, the company offers innovative plans and a robust distribution network. Bajaj Allianz Life prides itself on fostering an innovative and collaborative work culture among its 24,000+ employees.

Role Description

This is a full-time Consultant role with Bajaj Allianz Life Insurance, based in Puruliya, with some work-from-home flexibility. The Consultant will be responsible for providing financial planning and advisory services, including retirement planning and investment advice. Daily tasks include meeting with clients to discuss their financial goals, developing and presenting financial plans, and staying updated on financial markets and products.

Qualifications

• Financial Planning and Financial Advisory skills
• Experience in Finance, Investments, and Retirement Planning
• Excellent communication and interpersonal skills
• Analytical thinking and problem-solving abilities
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Business, Economics, or related field
• Professional certifications like CFP or CFA are a plus