Life Planning Officer

IndusInd Nippon Life Insurance Company Limited; Patna; Vor Ort; INR 300.000 - 420.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Zusammenfassung

IndusInd Nippon Life Insurance Company Limited is seeking a Life Planning Officer in Patna with a hybrid work arrangement. The role focuses on meeting customers, assessing financial needs, and recommending life insurance solutions across multiple plans.

You will prepare customized financial plans, maintain client records, and coordinate with internal teams to ensure policy issuance and ongoing service. The ideal candidate has strong planning, analytical, and communication skills, with knowledge

Qualifikationen

• Strong planning and project planning skills to design customer-focused financial plans.
• Solid analytical skills to assess needs, evaluate options and interpret product details.

Aufgaben

• Meet prospective and existing customers to understand their financial and life-stage needs.
• Prepare and present customized life insurance plans across protection, education, retirement, savings and health plans.
• Coordinate with internal teams for policy processing and stay updated on product features and regulatory guidelines.
• Follow up to ensure policy issuance and ongoing service; participate in local marketing and outreach activities.

Kenntnisse

Planning

Analytical skills

Communication skills

Urban planning awareness

Ausbildung

Bachelor’s degree in finance, business, economics or related fields

Tools

CRM tools

Office applications

Jobbeschreibung

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 diverse portfolio of life insurance solutions tailored to different life stages and financial goals. Its core segments include protection plans, child education plans, retirement plans, savings and investment plans, and health plans. By combining strong local expertise with global insurance experience, IndusInd Nippon Life Insurance focuses on delivering trusted, long-term value to customers.

Role Description

The Life Planning Officer is a full-time role based in Patna with a hybrid work arrangement, combining on-site responsibilities with some work-from-home flexibility. The role involves meeting prospective and existing customers, understanding their financial and life-stage needs, and recommending suitable life insurance solutions across protection, child education, retirement, savings and investment, and health plans. The Life Planning Officer will prepare and present customized financial plans, maintain accurate records of client interactions, and follow up to ensure policy issuance and ongoing service. Daily tasks include coordinating with internal teams for policy processing, staying updated on product features and regulatory guidelines, and participating in local marketing and customer outreach activities. The role requires consistent achievement of sales and service targets while maintaining high standards of ethics and customer care.

Qualifications

• Candidates should possess strong Planning and Project Planning skills to design and manage customer-focused financial plans and related activities.
• Candidates should possess solid Analytical Skills to assess customer needs, evaluate financial options, and interpret product details and policy benefits.
• Candidates should possess excellent Communication skills to explain insurance solutions clearly, build trust, and maintain long-term client relationships.
• Candidates should possess relevant Urban Planning awareness when engaging with urban customers and understanding localized financial and lifestyle needs.
• Relevant experience in financial services, insurance, or sales is beneficial, along with a customer-centric mindset and ethical conduct.
• A bachelor’s degree in any discipline, preferably in finance, business, economics, or related fields, is advantageous.
• Proficiency in local languages and basic computer skills, including use of CRM tools and office applications, is preferred.