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India First Life Insurance
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Financial Planning Manager

Financial Planning Manager

India First Life Insurance

0 - 31 years

3 - 9 Lacs

kaikhali kolkata/calcutta

Posted:1 week ago| Platform: Apna logo

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Skills Required

planning support drive compliance reports leadership communication management finance marketing certifications compensation training development

Work Mode

On-site

Job Type

Part Time

Job Description

Job Responsibilities:Lead financial planning and advisory activities for high-value and retail clients Provide need-based insurance and financial planning solutions aligned with customer goals Manage and support a team of Financial Advisors/Relationship Managers Drive premium growth, policy sales, and persistency targets Conduct joint customer meetings and assist in closures Train advisors on financial planning concepts, product knowledge, and sales techniques Ensure adherence to IRDA and IndiaFirst Life compliance standards Review sales pipelines, productivity, and MIS reports Build long-term customer relationships and enhance customer satisfaction Required Skills & Qualifications:Strong knowledge of financial planning, life insurance, and investment products Excellent leadership, communication, and relationship management skills Proven experience in sales management within BFSI Target-driven and analytical mindset Qualifications:Graduate / MBA in Finance or Marketing preferred Experience in Life Insurance / BFSI mandatory IRDA / NISM / AMFI certifications preferred Compensation & Benefits:Fixed Salary + Performance-Based Incentives Career growth opportunities with IndiaFirst Life Insurance Training and leadership development programs

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Financial Planning Manager