Financial Advisor

Company Description

Since our establishment in 2009, SBI General Insurance has experienced remarkable growth. Expanding from 17 branches in 2011 to over 139 branches across India, we have proudly served over 10 crore customers. Our extensive multi-distribution model includes Bancassurance, Agency, Broking, Retail Direct Channels, and Digital partnerships. With over 22,000 SBI branches, agents, financial alliances, OEMs, and multiple digital partners, we can reach even the most remote areas of India. We offer a comprehensive range of products catering to retail, corporate, SME, and rural customers, ensuring accessibility through both digital and physical channels.

Role Description

This is a full-time on-site role for a Financial Advisor located in Srinagar. The Financial Advisor will be responsible for providing financial planning and advisory services, including retirement planning and investment management. Daily tasks will involve assessing clients' financial situations, helping clients set financial goals, and developing personalized plans to achieve those goals.

Qualifications

• Skills in Financial Planning, Finance, and Financial Advisory
• Skills in Retirement Planning and Investments
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and with clients
• Relevant certifications such as CFP (Certified Financial Planner) are a plus
• Experience in the insurance or financial services industry is beneficial
• Bachelor's degree in Finance, Economics, or related field