What You Will Do
Understand clients' financial goals, priorities and existing financial commitments.
Conduct structured financial-need discussions with prospective clients.
Assist clients in developing suitable financial protection and savings strategies.
Build and maintain long-term relationships with clients.
Develop new client relationships through references, networking and business-development activities.
Conduct client meetings face-to-face as well as virtually.
Provide ongoing service and relationship management to existing clients.
Work towards individual business and performance objectives.
Maintain professional standards and follow applicable company processes and compliance requirements.

Who Can Apply?

We welcome applications from:
Fresh graduates looking to build a career in financial services
Experienced professionals seeking an additional income chance
Sales / Business Development professionals




Banking / Insurance / Mutual Fund / Financial Services professionals
Relationship Managers / Customer Relationship professionals
Entrepreneurs and self-motivated individuals
Specialists with a strong personal or professional network

Minimum Qualification: 10th Pass

Age: 26 years - 65 years

We are looking for someone who is:
Confident and comfortable communicating with people
Relationship-oriented rather than purely sales-oriented
Self-driven and target-focused
Willing to learn financial planning concepts
Comfortable meeting clients and developing qualified relationships
Interested in building a performance-driven long-term career

Earning Potential

Performance-linked Variable Pay + Incentives + Recognition

Your earnings can increase substantially as your client base, productivity and business performance grow.

📌 Financial Planner Kolkata (India)
🏢 TATA AIA LIFE INSURANCE
📍 India