Life Planning Officer Jobs in Mohali, Punjab, India
Published on CazVidat Employer
Explore a full-time Life Planning Officer job in Mohali, Punjab, India. Help clients plan for life goals through tailored strategies and ongoing support.
Salary
₹500,000 per month
Location
Mohali, Punjab, India
Employment type
Full time
Workplace
Not provided
Life Planning Officer Jobs in Mohali, Punjab, India
₹500,000 per month
Job description
Join a collaborative team as a Life Planning Officer in Mohali, Punjab, India. This full-time, on-site role helps individuals and families define and work toward their financial, personal, and life goals. You will create tailored plans, explain strategies clearly, and support clients through regular progress reviews.
Key Responsibilities
- Assess clients’ financial circumstances, personal aspirations, and emotional priorities.
- Develop individualized life planning strategies aligned with each client’s goals and financial situation.
- Explain financial concepts and planning strategies in clear, accessible language.
- Schedule follow-ups and track client progress toward agreed goals.
- Coordinate with financial advisors, legal professionals, and other stakeholders to deliver holistic planning support.
- Stay informed about industry developments, best practices, and applicable regulatory changes.
- Participate in training and professional development.
Required Qualifications
- Bachelor’s degree in finance, business administration, social science, or a related field.
- At least two years of experience in a client-facing role, preferably in financial services or a related field.
- Strong written and verbal communication skills and the ability to build client relationships.
- Experience providing attentive, high-quality client service.
- Proficiency with relevant client management and financial planning software.
Role Details
- Job title: Life Planning Officer
- Location: Mohali, Punjab, India
- Work arrangement: Full-time, on-site
- Pay: 500000 per month
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.