8 Insurance Planning Jobs

As a Financial Planner at Intraday Match, your primary responsibility will be to develop personalized financial plans for clients based on their financial goals and risk tolerance. You will provide guidance on retirement planning, including investment strategies and income projections. Additionally, you will evaluate and recommend insurance products to protect clients" assets and mitigate risks. Your role will also involve assisting clients in estate planning to ensure their assets are distributed according to their wishes. You will be responsible for recommending and managing mutual fund investments based on clients" objectives. Furthermore, you will create education savings plans to help clients fund their children's higher education. Monitoring and adjusting investment portfolios to align with changing market conditions and client needs will be a crucial part of your responsibilities as a Financial Planner at Intraday Match. If you possess strong skills in Financial Planning, Retirement Planning, Insurance Planning, Estate Planning, Mutual Fund Planning, Education Planning, and Investment Planning, and are looking for a Full-Time role based in Vadodara, then this opportunity may be the perfect fit for you.,

Key Responsibilities: 1. Client consultation and coordination through calls and emails. 2. Identify potential clients through networking, referrals, and cold calling. 3. Develop and maintain strong client relationships by understanding their insurance needs and providing tailored solutions. 4. Providing the information about the insurance plans according to the clients needs. 5. Follow ups of the clients to convert the inquiries into business 6. Issuing the insurance policies on timely basis 7. Resolving the clients query and ensuring the 8. Stay updated on industry trends, market conditions, and competitor activity. 9. Manage leads, track sales activities, and generate reports for management review. 10. Participate in regular sales meetings, training sessions, and performance reviews to enhance sales techniques and product knowledge Requirements & Skills: 1.Good Communication Skills 2.Good networking skills 3.Willingness to Learn 4.Market Research

You will be joining a digital family office comprising a team of over 12 CAs, CFAs, CFPs, and MBAs, dedicated to serving more than 250 clients and managing 100 crore in AUM. As a personal wealth manager, you will be responsible for addressing all aspects of clients" financial needs including investment, insurance, tax planning, and more. The core services offered by the company include Goal-Based Financial Management, Risk Mitigation & Insurance Planning, Fixed Income Investment Advisory, Loan Management & Optimization, and Cash Flow Management. Your main responsibilities will involve collaborating with the advisory team to develop individualized financial plans for clients, covering areas such as investment, retirement, estate, and tax planning while aligning with their risk profile. You will conduct in-depth analyses of clients" financial situations encompassing income, expenses, assets, liabilities, and investment portfolios. Additionally, you will share the responsibility of nurturing client relationships, understanding their financial requirements thoroughly, and offering comprehensive solutions. It will be crucial to implement action plans in line with clients" financial objectives and provide continuous support throughout the year, addressing any inquiries or concerns they may have. The ideal candidate for this role would possess a CFP/CWM or CFA certification or hold a Bachelor's/Master's degree in a commerce/management field coupled with 2-4 years of relevant work experience in Wealth Management or Financial Planning. You should demonstrate the ability to work effectively in a team-based and collaborative environment, showcasing self-motivation, flexibility, and adaptability to changing circumstances. Excellent interpersonal and communication skills are essential, along with a strong commitment to personal and professional growth and development.,

About the company: You will be joining a digital family office with a dedicated team of over 12 CAs, CFAs, CFPs, and MBAs, catering to more than 250 clients and managing 100 crores in Assets Under Management (AUM). The company prides itself on serving as a personal wealth manager for all aspects of investment, insurance, tax, and other financial requirements. The comprehensive services offered include Goal-Based Financial Management, Risk Mitigation & Insurance Planning, Fixed Income Investment Advisory, Loan Management & Optimization, and Cash Flow Management. Role and Responsibilities: Your primary responsibility will be to collaborate closely with the advisory team to develop customized financial plans that align with each client's unique needs, covering areas such as investment, retirement, estate, and tax planning, all while ensuring alignment with the individual risk profile of each client. You will conduct in-depth analyses of clients" financial situations, encompassing their income, expenses, assets, liabilities, and investment portfolios. Furthermore, you will play a key role in managing client relationships, gaining a profound understanding of their financial requirements, and offering holistic financial solutions. By implementing action plans in line with clients" financial strategies, you will work towards achieving their financial objectives. Providing ongoing support to clients year-round, addressing any queries, concerns, or issues they may have, will also be part of your responsibilities. Ideal candidate: The ideal candidate for this role should possess a strong academic background, which may include being a CFP/ CWM or CFA candidate, or holding a Bachelors/Masters degree in a commerce/management field coupled with 2-4 years of relevant work experience in Wealth Management or Financial Planning. You should thrive in a collaborative and team-oriented environment, demonstrating self-motivation, flexibility, and adaptability to navigate through dynamic situations. Excellent interpersonal and communication skills are essential, along with a commitment to personal and professional development.,

Key Responsibilities: 1. Client consultation and coordination through calls and emails. 2. Identify potential clients through networking, referrals, and cold calling. 3. Develop and maintain strong client relationships by understanding their insurance needs and providing tailored solutions. 4. Providing the information about the insurance plans according to the clients needs. 5. Follow ups of the clients to convert the inquiries into business 6. Issuing the insurance policies on timely basis 7. Resolving the clients query and ensuring the 8. Stay updated on industry trends, market conditions, and competitor activity. 9. Manage leads, track sales activities, and generate reports for management review. 10. Participate in regular sales meetings, training sessions, and performance reviews to enhance sales techniques and product knowledge. Requirements & Skills: Good Communication Skills Good networking skills Willingness to Learn Market Research

RBH has to manage team of Wealth RMs & is Team handling role. Including HNI customers into the Preferred and offering them a superior customer experience for profitability of the relationship. Lead a result oriented team & Branch Profitability.. Required Candidate profile Also Sr Wealth RM open To Achieve of overall Branch Target by generating business cross sales. Product knowledge-Wealth Management/CASA/Demat/Credit Cards/other Grade - Senior Manager/AVP

Job Title: Paraplanner US Shift Timing: 1:00 PM to 10:00 PM Location: Bangalore / Vizag / Nashik Compensation: 3,00,000 3,50,000 per annum Overview of the Role As a Paraplanner, you will assist US-based financial advisors in creating comprehensive financial plans and strategies tailored to client needs. This role requires strong analytical skills, financial acumen, and excellent communication to support high-net-worth clients (HNI/UHNI). Key Responsibilities Prepare financial analyses and detailed financial plans for HNI/UHNI clients. Assist in portfolio analysis, rebalancing, and investment reviews. Conduct investment research across Stocks, Mutual Funds, ETFs, and Bonds. Perform need-based analysis related to insurance, mortgages, taxes, and investments. Support client servicing activities such as digital paperwork, report generation, and agenda creation. Assist in creating and optimizing workflows to improve operational efficiency and client experience. Mentor and guide team members to ensure process quality and compliance with standards. Required Qualifications and Skills MBA (Finance), CFP (Pursuing/Completed), CFA (Pursuing), or NSE Certifications. Sound knowledge of investment, financial planning, and insurance concepts. Strong proficiency in MS Office (Excel, Word, PowerPoint). Excellent oral and written communication skills. 6 months to 2 years of experience in the financial sector (Insurance, BFSI, Mutual Funds, etc.). Perks and Benefits In addition to statutory benefits (PF, Gratuity, Group Medical Insurance), the following are provided: Sponsored Professional Certifications based on role and interest. Regular Team Building Activities. 6 Months Paid Maternity Leave. Ongoing Professional Development and Career Growth Programs. Rewards and Recognition for top performers. Opportunities for International Travel for client training and industry events. Participation in various Employee Committees (ISO, CSR, Wellness, Training, R&R, Entertainment, etc.). Employee-first culture and a dynamic Centre of Excellence environment. Note: This job description outlines the core duties and responsibilities. Tasks may be subject to change based on business needs or management directives. Disclaimer: - The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations.

Responsibilities: * Manage sales team performance & development * Meet revenue targets through strategic planning & execution * Build client relationships through effective communication Health insurance Accidental insurance Sales incentives Mobile bill reimbursements