Guaranteed and retirement income planning

3 - 7 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Job Type

Full Time

Job Description

Job Description: As a Guaranteed and Retirement Income Planner at Life Insurance Corporation of India (LIC), you will be responsible for providing comprehensive financial advice to clients. This full or part-time hybrid position, based in Coimbatore, Tiruppur, Pollachi, offers some work-from-home flexibility. Your primary tasks will involve developing customized retirement income plans, conducting detailed financial analyses, and creating informative reports for clients. It is crucial to keep yourself updated on the latest market trends and regulatory changes. You must also effectively communicate complex information in a clear and concise manner to clients. Key Responsibilities: - Develop customized retirement income plans - Conduct detailed financial analyses - Create informative reports for clients - Stay updated on the latest market trends and regulatory changes - Effectively communicate complex information in a clear and concise manner to clients Qualifications Required: - Skills in Financial Planning, Wealth Management, and Retirement Planning - Strong analytical capabilities for financial analysis and planning - Excellent communication skills both verbal and written for client interactions and report preparation - Solid understanding of current financial regulations and market trends - Ability to deliver excellent customer service and strong interpersonal skills - Strong problem-solving abilities, attention to detail, and capacity to work independently and collaboratively - Bachelor's degree in Finance, Economics, Business, or a related field - Professional certification such as CFP (Certified Financial Planner) or a similar qualification would be advantageous Job Description: As a Guaranteed and Retirement Income Planner at Life Insurance Corporation of India (LIC), you will be responsible for providing comprehensive financial advice to clients. This full or part-time hybrid position, based in Coimbatore, Tiruppur, Pollachi, offers some work-from-home flexibility. Your primary tasks will involve developing customized retirement income plans, conducting detailed financial analyses, and creating informative reports for clients. It is crucial to keep yourself updated on the latest market trends and regulatory changes. You must also effectively communicate complex information in a clear and concise manner to clients. Key Responsibilities: - Develop customized retirement income plans - Conduct detailed financial analyses - Create informative reports for clients - Stay updated on the latest market trends and regulatory changes - Effectively communicate complex information in a clear and concise manner to clients Qualifications Required: - Skills in Financial Planning, Wealth Management, and Retirement Planning - Strong analytical capabilities for financial analysis and planning - Excellent communication skills both verbal and written for client interactions and report preparation - Solid understanding of current financial regulations and market trends - Ability to deliver excellent customer service and strong interpersonal skills - Strong problem-solving abilities, attention to detail, and capacity to work independently and collaboratively - Bachelor's degree in Finance, Economics, Business, or a related field - Professional certification such as CFP (Certified Financial Planner) or a similar qualification would be advantageous

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