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Supporting leadership mindsets through our job opportunities
From lead generation to closing, you’ll ensure a seamless experience while collaborating closely with our advisory and support teams.
Identify and engage potential clients, present FIP and book appointments to fuel business growth by connecting prospects to tailored financial solutions.
Guide clients through goal-based financial planning with tailored LIC-aligned portfolios and long-term, tax-efficient solutions.
Consult clients on financial goals and design personalized financial portfolios, and deliver structured insurance and investments planning and ongoing support.
Consult clients on life goals, design LIC-aligned insurance plans, and deliver secure, personalized financial protection with lifelong service support.
Support clients through onboarding, appointment booking and service coordination ensuring smooth process and lasting relationships.
Ensure smooth office operations by managing records, scheduling, and documentation supporting our advisory teams with precision and professionalism.
Coordinate in-person client interactions, manage LIC documentation, and ensure timely delivery of insurance solutions on-ground with efficiency and professionalism.
Drive our digital growth through high-impact campaigns, SEO, and content strategies to generate leads and build trust in India’s financial advisory space.
Smart Financial Planners
Kamla Mills, B Wing, Trade World, Lower Parel, Mumbai, Maharashtra, India
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