Life Planning Officer Job in Mohali, Punjab, India
Published on CazVidat Company
Apply for Life Planning Officer in Mohali, Punjab. Full-time role helping clients achieve life goals. Requires 2+ years experience. Competitive salary ₹500,000/
Salary
₹500,000 per month
Location
Mohali, Punjab, IN
Employment type
Full time
Workplace
Not provided
Life Planning Officer Job in Mohali, Punjab, India
₹500,000 per month
Job description
Company is hiring a dedicated Life Planning Officer in Mohali, Punjab, India. Join our full-time team and help clients achieve their life and financial goals in a supportive, growth-oriented environment. Key Responsibilities Conduct detailed client assessments to understand financial, emotional, and personal aspirations. Create customized life planning strategies aligned with client objectives and finances. Communicate complex financial concepts clearly to clients. Perform regular follow-ups to track client progress toward goals. Collaborate with financial advisors, legal experts, and other stakeholders for comprehensive planning. Stay updated on industry trends, best practices, and regulatory changes. Engage in ongoing training to enhance professional skills. Required and Preferred Qualifications Bachelor's degree in Finance, Business Administration, Social Science, or related field. Excellent verbal and written communication skills for diverse client engagement. Proven ability to manage client relationships and deliver exceptional service. Proficiency in client management and financial planning software. At least 2 years of client-facing experience, preferably in financial services. This role reports directly to the Head of Department and offers a collaborative team environment focused on impactful life planning services.
Frequently asked questions
Is this position based in Mohali or is there an option to work remotely?
This is a full-time position based in Mohali, Punjab, India, and it is not remote.
What kind of experience do I need to qualify for this Life Planning Officer role?
You need at least 2 years of client-facing experience, preferably in financial services.
What educational background is required for this job?
A bachelor's degree in Finance, Business Administration, Social Science, or a related field is required.
What will my main responsibilities be as a Life Planning Officer?
Your main duties include conducting client assessments, creating customized life plans, communicating financial concepts, following up on client progress, and collaborating with financial advisors and legal experts.
How much does this job pay?
The salary for this position is INR 500,000 per month.
Who will I report to in this role?
You will report directly to the Head of Department.