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HDFC Life
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Financial Planning Manager

Financial Planning Manager

1 - 2 years

|

3 - 5 Lacs

Posted:-1 days ago| Platform:

Apply

Skills Required

direct channel financial planning financial planning and analysis loyalty direct

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

Develop financial plans, forecasts, and budgets for direct channels (direct sales) and loyalty programs.
Analyze financial performance data to identify trends, opportunities, and areas for improvement.
Collaborate with cross-functional teams to develop strategies to drive business growth through direct channels.
Provide insights on customer behavior and preferences to inform marketing initiatives.
Ensure compliance with regulatory requirements related to financial planning and analysis.

Desired Candidate Profile

1-2 years of experience in Financial Planning & Analysis or a related field.
Strong understanding of Direct Channel, Loyalty Programs, and their impact on overall business performance.
Proficiency in using tools such as Excel or similar software for data analysis.

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