Wealth Management Advisor

Company Description

Aditya Birla Sun Life Insurance (ABSLI), started in 2000, is a joint venture between the Aditya Birla Group (India) and Sun Life Financial (Canada). It is one of India’s top private life insurance companies. ABSLI is known for innovative customer-friendly features like the “Free Look Period” and introducing ULIPs in India. The company offers a wide range of insurance plans with a strong focus on trust, transparency, and financial protection.

Role Description (Financial Advisor)

Full-time role based in Ludhiana with some work-from-home flexibility.

The Financial Advisor helps customers plan their finances, choose the right insurance and investment products, and achieve their financial goals.

Responsibilities :

Understand customer needs

Recommend insurance & investment plans

Assist in retirement and wealth planning

Maintain client relationships

Stay updated on financial products and regulations

Qualifications

Knowledge of financial planning, insurance, and investments

Good communication and relationship-building skills

Ability to analyze customer needs and give proper advice

Finance-related certifications are an added advantage

Eligibility Criteria

Minimum qualification : 12th pass

Graduates (any stream)

CA / Doctor

Loan DSA

Mutual Fund Distributor

Anyone working in banking, finance, or insurance sector