Financial Planner

Tata AIA Life Insurance; Kolkata District; Hybrid; INR 180,000 - 360,000; Full time

Benefits offered by this job

Performance-based incentives

Job summary

Tata AIA Life Insurance in Kolkata invites fresh graduates and professionals to start a career in financial services through client-facing roles. You will build relationships, discuss financial needs, and tailor protection and savings plans.

The position emphasizes confidence, relationship-building, self-drive, and a long-term, performance-driven career with earning potential tied to your results.

Qualifications

• Confident in spoken communication and able to build relationships.
• Willingness to learn financial planning concepts and products.
• Target-driven with a customer-focused approach.

Responsibilities

• Understand clients' financial goals and commitments.
• Conduct financial-need discussions with prospective clients.
• Assist clients in developing suitable protection and savings strategies.
• Build and maintain long-term client relationships.
• Develop new client relationships through networking and referrals.
• Meet clients face-to-face or virtually and provide ongoing service.

Skills

Confident communication

Relationship oriented

Self-driven

Willing to learn

Education

10th Pass

Job description

What You Will Do

• Understand clients' financial goals, priorities and existing financial commitments.
• Conduct structured financial-need discussions with prospective clients.
• Assist clients in developing suitable financial protection and savings strategies.
• Build and maintain long-term relationships with clients.
• Develop new client relationships through references, networking and business-development activities.
• Conduct client meetings face-to-face as well as virtually.
• Provide ongoing service and relationship management to existing clients.
• Work towards individual business and performance objectives.
• Maintain professional standards and follow applicable company processes and compliance requirements.

Who Can Apply?

We welcome applications from:

• Fresh graduates looking to build a career in financial services
• Experienced professionals seeking an additional income opportunity
• Sales / Business Development professionals
• Banking / Insurance / Mutual Fund / Financial Services professionals
• Relationship Managers / Customer Relationship professionals
• Entrepreneurs and self-motivated individuals
• Professionals with a strong personal or professional network

Minimum Qualification: 10th Pass

Age: 26 years - 65 years

We are looking for someone who is:

• Confident and comfortable communicating with people
• Relationship-oriented rather than purely sales-oriented
• Self-driven and target-focused
• Willing to learn financial planning concepts
• Comfortable meeting clients and developing professional relationships
• Interested in building a performance-driven long-term career

Earning Potential

Performance-linked Variable Pay + Incentives + Recognition

Your earnings can increase substantially as your client base, productivity and business performance grow.