Wealth Planner (Bengaluru)

Wealth Planner (Bengaluru)

26 Aug
|
Kotak Life Insurance
|
Bengaluru

26 Aug

Kotak Life Insurance

Bengaluru

Top Leading Financial Institution in India invites you.

(Only genuinely interested candidates should apply after carefully reviewing the job description.)

This is PT / WFH Opportunity to earn Significant Passive Income by spending time at your convenience

Mandatory: All applicants must thoroughly go through the job description before applying.

Age Requirement: 30 – 60+

Mission & Vision

Central Government’s Viksit Bharat #2047 – Key Highlights (Insurance Sector):

- Insurance for All: Guaranteeing every citizen access to life, health, and property insurance for financial security.
- Strengthening the Sector: Building India’s insurance industry into a robust global leader in financial protection.
- Innovation & Inclusion: Leveraging technology, evolving consumer needs, and a strong focus on financial inclusion.
- Digital Enablement: Empowering agents through advanced digital distribution solutions.

Unlimited Earning Potential

Role Titles

- Financial Wealth Planner
- Financial Life Planner
- Financial Consultant
- Financial Advisor
- Team Lead

Key Responsibilities

- Financial Planning
- Wealth Management
- Client Need Analysis
- Team Building & Leadership

Candidate Profile

- Age: 30 – 60+
- Positive attitude, optimism, perseverance




- Strong interpersonal skills and emotional intelligence / emotional resilience
- Patience and resilience in client engagement

Work Options

Flexible engagement: Part-time / Full-time / Work-from-Home

Note: Preference will be given only to candidates residing in Bengaluru / Bangalore

Who Can Apply

We welcome professionals and motivated individuals from diverse backgrounds:

- IT & non-IT sectors
- Businessmen / Businesswomen
- Central & State Government employees (including retired officials)
- Homemakers / Senior Citizens / Educators

Other responsibilities as stated during the Interview / discussion.

Chance Highlights

- Mandatory 5-day classroom orientation (4.5 hours per day) covering finance, insurance modules, business processes, and business model sessions
- Post-training, candidates will appear for the IRDAI (Central Government) Certification Exam — a straightforward assessment to begin your advisor journey.
- Once certified, you can start earning significant passive income with unlimited potential, part-time or full-time, at your convenience.

Minimum Qualification: Completion of 10th Standard

Application Process

Only interested candidates with the drive to earn significant passive income should apply.

? WhatsApp: 76250 46659

📌 Wealth Planner (Bengaluru)
🏢 Kotak Life Insurance
📍 Bengaluru

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