Financial Services Advisor

• Financial Services Advisor
• Company: Aditya Birla Sun Life Insurance
• Job Location: Latur, Maharashtra, India
• Employment Type: Full-time
• Company Description

ADITYA BIRLA SUN LIFE INSURANCE is financial institution focused on providing accessible and reliable financial services to its members. The society aims to support community development by offering savings, credit, and advisory solutions tailored to local needs. It emphasizes ethical practices, transparency, and member-centric service. Team members are encouraged to contribute to inclusive financial growth and help members make informed financial decisions. The organization values integrity, collaboration, and long-term relationships with its members.

Role Description

This is a full-time, on-site Financial Services Advisor role based in Latur. The Financial Services Advisor will meet with members to understand their financial goals, assess their current financial situation, and recommend suitable products and services. Daily tasks include preparing financial plans, explaining investment and savings options, supporting retirement planning, and assisting with applications and documentation. The role involves maintaining accurate records, following compliance and regulatory guidelines, and providing ongoing service and follow-up to ensure member satisfaction. The advisor will also collaborate with internal teams to support promotional activities and improve financial awareness among members.

• Qualifications
• Strong skills in Financial Planning and Financial Advisory to assess needs and recommend appropriate solutions.
• Solid understanding of Finance and Investments to guide members on suitable financial instruments.
• Knowledge of Retirement Planning to help members prepare for long-term financial security.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly.
• Attention to detail, strong analytical abilities, and proficiency in basic office and financial software.
• Ability to work on-site in Latur, manage multiple member relationships, and maintain confidentiality.
• Relevant academic background in finance, commerce, economics, or a related field; professional certifications in financial advisory are an advantage.
• Prior experience in banking, cooperative societies, or financial services is preferred but not mandatory. .