Financial Planning Manager
India First Life Insurance
Financial Planning Manager
India First Life Insurance
Kaikhali, Kolkata/Calcutta
₹25,000 - ₹81,000 monthly*
Fixed
₹25000 - ₹60000
Average Incentives*
₹21,000
Earning Potential
₹81,000
You can earn more incentive if you perform well
Work from Office
Part Time
Full Time
Any experience
Basic English
Job Details
Walk-in Details
Job highlights
Walk-in interview
Date: 24 Dec 2025 - 03 Jan 2026 | Time: 10.00 am - 04.00 pm...See details
Urgently hiring
1 applicants
Benefits include: Weekly Payout, Overtime Pay, Joining Bonus, Annual Bonus, PF, Travel Allowance (TA), Mobile Allowance, Internet Allowance, Flexible Working Hours, Health Insurance
Job Description
- Job Responsibilities:Lead financial planning and advisory activities for high-value and retail clients
- Provide need-based insurance and financial planning solutions aligned with customer goals
- Manage and support a team of Financial Advisors/Relationship Managers
- Drive premium growth, policy sales, and persistency targets
- Conduct joint customer meetings and assist in closures
- Train advisors on financial planning concepts, product knowledge, and sales techniques
- Ensure adherence to IRDA and IndiaFirst Life compliance standards
- Review sales pipelines, productivity, and MIS reports
- Build long-term customer relationships and enhance customer satisfaction
- Required Skills & Qualifications:Strong knowledge of financial planning, life insurance, and investment products
- Excellent leadership, communication, and relationship management skills
- Proven experience in sales management within BFSI
- Target-driven and analytical mindset
- Qualifications:Graduate / MBA in Finance or Marketing preferred
- Experience in Life Insurance / BFSI mandatory
- IRDA / NISM / AMFI certifications preferred
- Compensation & Benefits:Fixed Salary + Performance-Based Incentives
- Career growth opportunities with IndiaFirst Life Insurance
- Training and leadership development programs
Job role
Work location
Chinar Park, Rajarhat, Kolkata, West Bengal, India
Department
Project & Program Management
Role / Category
Finance Project Management
Employment type
Full Time & Part Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
12th Pass
English level
Basic English
Age limit
25 - 60 years
Gender
Any gender
Walk-in interview details
Apply for the job and call HR to confirm your interview
Date
24 Dec 2025 - 03 Jan 2026
Time
10.00 am - 04.00 pm
Other instructions
CV PAN CARD ADDHAR CARD BANK PROOF PASSPORT PICTURE
About company
Name
India First Life Insurance
Address
Chinar Park, Rajarhat, Kolkata, West Bengal, India
Job posted by India First Life Insurance
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