Financial Planning Manager

Job description

**Company Description** HDFC Life is one of India’s leading private life insurance companies, offering a wide range of individual and group insurance solutions. It is a joint venture between Housing Development Finance Corporation Limited (HDFC), a leading housing finance institution in India, and abrdn plc, a major financial services provider in the United Kingdom. The company’s portfolio includes diverse products covering protection, pension, savings, investment, and health, with options to customize plans through riders at nominal cost. With about 500 branches reaching over 900 cities and towns in India, as well as a liaison office in Dubai, HDFC Life provides strong market presence and growth opportunities for financial professionals. Applicants can learn more about HDFC Life’s offerings and values at www.hdfclife.com. **Role Description** The Financial Planning Manager role is a full-time, on-site position based in Chennai. This role involves assessing clients’ financial goals and risk profiles, and creating tailored financial plans that align with HDFC Life’s product portfolio. The Financial Planning Manager will analyze financial data, recommend appropriate insurance and investment solutions, and support clients with retirement, protection, and savings planning. Responsibilities include driving sales through structured financial consultations, collaborating with internal teams to optimize customer experience, and ensuring compliance with regulatory and company standards. The role also requires regular reporting, tracking performance against targets, and continuous market and product awareness to advise clients effectively. **Qualifications** - Strong Financial Planning and Finance skills, with the ability to design comprehensive, goal-based financial solutions. - Excellent Analytical Skills to interpret financial data, assess risk, and provide data-driven recommendations. - Solid understanding of Investments, insurance products, and retirement planning instruments. - Proven Sales skills, including consultative selling, relationship management, and achievement of financial targets. - Bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications (such as CFP or equivalent) are an advantage. - Effective communication and interpersonal skills, with the ability to explain complex financial concepts in a clear manner. - Strong ethical standards, attention to detail, and adherence to regulatory and compliance requirements. - Experience in life insurance, banking, or financial services, preferably in a planning or advisory role.