Company Description TATA AIA Life Insurance is a joint venture between Tata Group and AIA Group, combining strong local presence with international expertise in life insurance and financial services. The company offers a wide range of protection, savings, and investment solutions designed to help individuals and families achieve long-term financial security. With a focus on customer-centric products and professional advisory services, TATA AIA emphasizes ethical practices and transparent communication. The Hyderabad office provides opportunities for career growth, performance-based rewards, and ongoing training for financial professionals.
Role Description This is a full-time, in office Financial Advisor role based in Hyderabad. The Financial Advisor will meet with clients to understand their financial goals, assess their current financial situation, and recommend suitable life insurance and investment solutions. Day-to-day responsibilities include preparing financial plans, explaining product features and benefits, conducting portfolio reviews,



and guiding clients on retirement planning and wealth creation. The role involves regular follow-ups, maintaining client relationships, and ensuring compliance with company policies and regulatory requirements. The Financial Advisor will also participate in local marketing and outreach activities to expand the client base and support business growth.
Qualifications

Candidates should possess strong Financial Planning and Financial Advisory skills.
Candidates should possess solid knowledge of Finance and Investments.
Candidates should possess expertise in Retirement Planning.
Strong interpersonal, communication, and client relationship management skills.
Ability to analyze financial information, present solutions clearly, and make data-driven recommendations.
Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field is preferred.
Relevant certifications in financial planning or insurance advisory are an ad

📌 Financial Advisor (Hyderabad)
🏢 TATA AIA LIFE INSURANCE - HYDERABAD
📍 Hyderabad