Life planning officer

IndusInd Nippon Life Insurance Company Limited; India; On-site; INR 650,000 - 1,250,000; Full time

Job summary

IndusInd Nippon Life Insurance Company Limited seeks a Life Planning Officer to help clients understand and select life insurance and financial planning solutions. You will assess client needs, explain features, and prepare customized proposals while guiding them through the application and policy issuance process.

The role is full-time and on-site, based in the Mumbai Metropolitan Region, with focus on building long-term client relationships and maintaining accurate records within a compliant

Qualifications

• Strong planning and project planning skills to design and manage comprehensive life and financial plans for clients.
• Analytical skills to assess client needs, evaluate risk profiles, and recommend solutions.
• Excellent communication skills to explain complex financial concepts clearly.
• Understanding of urban planning or local socioeconomic dynamics in the Mumbai Metropolitan Region is an advantage.
• Bachelor's degree in finance, commerce, business, economics, or related field; relevant certifications preferred.
• Prior experience in life insurance, financial advisory, or customer-facing financial services roles is beneficial.
• Ability to work with targets, manage time effectively, and maintain high ethical standards and regulatory compliance.

Responsibilities

• Meet clients to understand their financial and life-stage needs.
• Explain product features and prepare customized proposals.
• Support clients through application and policy issuance.
• Maintain accurate records and coordinate with internal teams for policy servicing.
• Participate in outreach or customer education initiatives.

Skills

Planning skills

Analytical skills

Communication skills

Regulatory compliance awareness

Client relationship building

Knowledge of life insurance

Education

Bachelor's degree in finance/commerce/business/economics

Job description

Company Description

IndusInd Nippon Life Insurance Company Limited (formerly Reliance Nippon Life Insurance) is a joint venture between IndusInd International Holdings and Nippon Life Insurance. The company offers a comprehensive portfolio of life insurance solutions across protection, child education, retirement, savings and investment, and health plans. It focuses on helping individuals and families plan for financial security at every life stage. With a diverse range of products, the company aims to provide tailored solutions that align with customers long-term goals and evolving needs.

Role Description

The Life Planning Officer is responsible for helping clients understand and select suitable life insurance and financial planning solutions across protection, child education, retirement, savings, investment, and health plans. Day-to-day activities include meeting clients, assessing their financial and life-stage needs, explaining product features, preparing customized proposals, and supporting clients through the application and policy issuance process. The role also involves maintaining accurate records, coordinating with internal teams for policy servicing, and participating in outreach or customer education initiatives.

This is a full-time, on-site role based in the Mumbai Metropolitan Region.

Qualifications

• Strong planning and project planning skills to design and manage comprehensive life and financial plans for clients.
• Analytical skills to assess client needs, evaluate risk profiles, and recommend appropriate insurance and investment solutions.
• Excellent communication skills to explain complex financial concepts clearly and build long-term client relationships.
• Understanding of urban planning or local socioeconomic dynamics in the Mumbai Metropolitan Region to contextualize client needs is an advantage.
• Bachelors degree in finance, commerce, business, economics, or a related field; relevant certifications in insurance or financial planning are preferred.
• Prior experience in life insurance, financial advisory, or customer-facing financial services roles is beneficial.
• Ability to work with targets, manage time effectively, and maintain high ethical standards and regulatory compliance. .