Insurance Financial Advisor

Company Description

Shriram Finance Limited, part of the 50-year-old Shriram Group, is one of Indias largest retail Non-Banking Financial Companies (NBFC). It provides a wide range of credit solutions including commercial vehicle loans, two-wheeler loans, car loans, gold loans, personal loans, and small business loans. Formed through a merger of Shriram Transport Finance Company Limited, Shriram City Union Finance Limited, and Shriram Capital Limited in November 2022, the company has a robust network of 3,225 branches and over 76,000 employees. Shriram Finance manages assets worth ₹3.02 lakh crores as of March 31, 2026, and is committed to delivering transformative financial solutions to its customers.

Role Description

This is a full-time on-site role for an Insurance Financial Advisor based in Jagdalpur. The Insurance Financial Advisor will be responsible for assisting clients with financial planning, retirement planning, and investment strategies. This involves analyzing clients financial situations, recommending suitable insurance products, and creating customized financial portfolios to meet long-term goals. Additionally, the role includes educating clients on market trends and financial management strategies while maintaining strong client relationships and focusing on their financial well-being.

Qualifications

• Proficiency in Financial Planning and Retirement Planning to design strategies tailored to clients goals
• Knowledge of Finance and Investments to provide diversified financial solutions
• Understanding of Insurance products to recommend appropriate coverage options
• Strong communication, interpersonal, and consultative skills
• Analytical mindset with the ability to assess risk and make informed recommendations
• Bachelors degree in Finance, Economics, Business, or a related field
• Experience in financial advisory, wealth management, or insurance sales is an advantage