12 Insurance Planning Jobs

Role Overview: As a Financial Planning and Wealth Management professional at our company, you will be responsible for utilizing your technical competencies to provide comprehensive financial services to clients. Your role will involve in-depth research and analysis of investment strategies, review of client portfolios, cashflow modeling, financial planning, risk analysis, insurance planning, retirement planning, investment planning, tax planning, estate planning, and employee benefits. Additionally, you will be expected to demonstrate strong professional competencies including analytical skills, client interaction abilities, teamwork, communication skills, adaptability, and a technology-firs...

We're looking for "Risk Engineer Insurance Support Services" for a Reputed Indian Conglomerate Pan India Key Expected Skills: Must have experience in Risk Inspection to identify and assess the risks and provide insurance as per their requirements. Proficient in Risk management measures covering areas such as Fire Safety, Electrical Safety, Accident Prevention, Safety Management Systems, and Emergency Management. Have experience in identifying and analysis of insurable & uninsurable risks. Should have exposure in MS Office (Word, Excel, and PowerPoint) Desirable Candidates: B.E/B.Tech with 4+ years of experience in EHS Insurance Support Services. Willing to relocate to anywhere in India (Mumb...

The ideal candidate for this position should possess solid technical competencies in Financial Markets, Investment strategies, Cashflow Modelling, Financial Planning Strategies, Risk Analysis, Insurance Planning, Retirement Planning, Investment Planning, Tax Planning, Estate Planning, and Employee Benefits. It is essential to have a deep understanding of these areas to excel in this role. In terms of professional competencies, the candidate should demonstrate a strong passion for Financial Planning and Wealth Management, along with excellent analytical skills. The ability to work directly with clients and collaborate with international teams in a fast-paced environment is crucial. Being a so...

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 c...

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 managemen...

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 s...

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 f...

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 managemen...

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...

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

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 managemen...