Financial Planning Manager

Company Description

OneInsure, the online entity of Robinhood Insurance Broker Ltd., is a leading IRDAI-licensed Insurance Broking Firm founded in 2008 by IIT and IIM alumni. OneInsure.com offers a comprehensive range of life and general insurance products from leading companies, allowing easy comparison and knowledge-sharing for thousands of customers. With nationwide operations across 7 major cities and 35+ branches, our 700+ employees are dedicated to customer satisfaction. OneInsure also provides valuable services such as claim settlement and renewal reminders, ensuring a smooth and fair claim process for all policyholders. Our OneInsure app, shaped by customer feedback, offers 60+ services including renewal reminders and tax certificate generation.

Role Description

This is a full-time hybrid role for a Financial Planning Manager based in Chandigarh, allowing some work from home flexibility. The Financial Planning Manager is responsible for developing financial plans, providing investment advice, developing strategies to meet financial goals, analyzing financial data, and driving sales of financial products. Daily tasks include meeting with clients, conducting financial assessments, researching investment opportunities, and preparing detailed financial reports.

Qualifications

• Strong Financial Planning and Investment skills
• Excellent Analytical Skills and Finance knowledge
• Proven Sales capability within financial services
• Excellent communication and interpersonal skills
• Ability to work independently and in a hybrid work environment
• Bachelor's degree in Finance, Economics, or related field; Certified Financial Planner (CFP) designation is a plus