Company Description Axis Max Life Insurance Limited, formerly Max Life Insurance Company Limited, is a joint venture between Max Financial Services Limited of the Max Group and Axis Bank Limited. The company offers comprehensive protection and long-term savings life insurance solutions through a multichannel distribution network, including agency and third-party partners. With nearly two decades of operations, it focuses on need-based sales, customer-centric engagement, and trained human capital.

Axis Max Life Insurance

Limited has an individual death claims paid ratio of 99.8% for FY25-26, assets under management of Rs. 200,000 crore, and a Sum Assured in Force of Rs. 2,191,857 crore. More information is available at www.axismaxlife.com and through its customer service channels.

Role Description This is a full-time, in office Financial Advisor role based in Kolkata.

The Financial

Advisor will engage with customers to understand their financial goals and risk profile, and recommend suitable life insurance, protection, and long-term savings solutions.

Responsibilities include conducting financial needs analysis, providing guidance on investments and retirement planning, and explaining policy features, benefits, and terms in a clear and compliant manner.



The role involves maintaining ongoing client relationships, supporting policy servicing requests, and collaborating with internal teams and distribution partners to ensure a high-quality customer experience.

The Financial

Advisor will also stay updated on company products, regulatory guidelines, and market trends to provide informed advice.

Qualifications

- Candidates should possess strong Financial Planning and Financial Advisory skills focused on need-based solutions.
- Candidates should possess solid Finance and Investments skills for evaluating options and recommending suitable products.
- Candidates should possess Retirement Planning skills to help clients plan for long-term financial security.
- Candidates should possess effective communication, interpersonal, and customer service skills for client engagement.
- Candidates should possess the ability to work with targets, strong ethical standards, and attention to regulatory compliance.
- Relevant academic background in finance, commerce, business, or a related field is preferred; professional certifications in financial planning or insurance advisory are an advantage.
- Prior experience in life insurance, banking, or financial services advisory is beneficial.

📌 Financial Advisor (Kolkata)
🏢 Axis Max Life Insurance
📍 Kolkata