Life Planning Officer

Company Description

Reliance Nippon Life Insurance is one of India's leading private sector life insurance companies. We offer a variety of life insurance products across five segments: Protection plans, Child education plans, Retirement plans, Savings & Investment plans, and Health plans. Our goal is to ensure the financial security and well-being of our clients through tailored life insurance options.

Role Description

This is a full-time on-site role for a Life Planning Officer located in Bhopal. The Life Planning Officer will be responsible for assisting clients in developing comprehensive life plans, analyzing clients' financial needs, and providing suitable life insurance solutions. Day-to-day tasks include meeting with clients, preparing project plans, and coordinating with various teams to implement plans effectively. The role also involves thorough documentation and continuous support to ensure client satisfaction.

Qualifications

• Proficiency in Planning, Project Planning, and Urban Planning
• Strong Analytical Skills and ability to interpret financial data
• Excellent Communication skills, both written and verbal
• Relevant experience in life insurance or financial planning is preferred
• Ability to work independently and manage multiple projects simultaneously
• Bachelor's degree in Finance, Business Administration, or related field