Life Planning Officer

Company Description

Reliance Nippon Life Insurance is one of India's leading private sector life insurance companies, specializing in providing diverse insurance products tailored to meet the needs of individuals and families. The company offers solutions in key segments, including Protection Plans, Child Education Plans, Retirement Plans, Savings & Investment Plans, and Health Plans. Committed to serving customers with excellence, Reliance Nippon Life Insurance aims to empower individuals to secure their financial future and well-being.

Role Description

This is a full-time, on-site role for a Life Planning Officer located in Aligarh. The Life Planning Officer will work closely with clients to understand their financial objectives and provide tailored life planning solutions from the company's wide range of insurance products. Responsibilities include conducting thorough evaluations of client needs, designing appropriate financial protection and investment strategies, preparing detailed presentations, and ensuring a strong client relationship through regular follow-ups and support. The role also includes achieving sales targets and contributing to the company's growth.

Qualifications

• Demonstrated skills in Planning, Project Planning, and Urban Planning
• Strong Analytical Skills for problem-solving and decision-making
• Excellent Communication skills, including client relationship management
• Ability to work effectively in a target-driven environment
• Relevant experience in financial planning, insurance, or similar fields is an advantage
• Bachelor’s degree in Finance, Business, or a related discipline is preferred