Life Planning Officer Job in Mohali, Punjab, India

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.