Last updated: 2025-05-22

24 Wealth Planning Officer jobs in Mumbai.

Hiring now: Managing Partner @ Weblee Tec, Wealth Planning Officer @ Tata Aia, Branch Sales Officer Banc @ Tata Aia L, Wealth Planning Officer W @ Tata Aia, Agency Channel Tie Up Mgr @ Cigna Heal, Biz Development Associate @ Sahigst, Wealth Planning Officer W @ Tata Aia L.Explore more at at kaamvaam.com

🔥 Skills

Sales (18) Business Development (17) Incentives (17) Communication (13) New Business Development (11) Sales Mindset (11) Field Work (11) Reimbursements (10) Honesty (10) Basic Computers (10)

📍 Locations

Mumbai (24)
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Weblee Technologies

Managing Partner Mumbai
Skills & Focus: Sales, Business Development, Incentives, Reimbursements, Communication, Mobile Reimbursements, Travel Reimbursements, Experience, Age, Selection Criteria
Salary: ₹35,000 - ₹55,000 Monthly
Benefits: PF & ESIC, Incentives, Mobile Reimbursements, Travel Reimbursements

Tata Aia

Wealth Planning Officer Mumbai
Skills & Focus: Honesty, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence, Incentives, Reimbursements, Mobile bill reimbursement
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emine…
Salary: ₹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Mobile and Travel Reimbursements

Tata Aia Life Insurance Company

Branch Sales Officer (Bancassurance) Mumbai
Skills & Focus: Sales, Business Development, Self-management, Business planning, Product expertise, Problem solving, Finance industry awareness, Insurance industry awareness, Peer coordination, Influencing skills
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emine…
Salary: ₹15,000 - ₹22,000 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Mobile and Travel Reimbursements
Wealth Planning Officer Mumbai
Skills & Focus: Honesty, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence, Incentives, Reimbursements, Business Justification
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emine…
Salary: ₹18,500 Monthly
Type: Sales / Business Development
Benefits: PF & ESIC, Incentives, Mobile and Travel Reimbursements

Tata Aia

Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Life Insurance, Sales Mindset, New Business Development, Field Work, Customer Acquisition, Lead Management, Communication, Self-motivated, Result-oriented, Hindi and English Fluency
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emine…
Experience: Min 6 months of field sales experience, Insurance sales experience
Salary: ₹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Mobile and Travel Reimbursements

Weblee Technologies

Managing Partner Mumbai
Skills & Focus: Sales, Business Development, Incentives, Mobile Reimbursements, Travel Reimbursements, Weekly Days Working, Shift Timings, 6 Days Working, Sunday Off, Compulsory Preferred
Salary: ₹35,000 - ₹55,000 Monthly
Benefits: PF & ESIC, Incentives, Reimbursements: Mobile, Travel

Cigna Health Solutions India Private Limited

Agency Channel Tie up Manager Mumbai
Skills & Focus: Sales, Business Development, Health Insurance, Customer Service, Performance, Incentives, Mobile Reimbursements, Travel Reimbursements, Joint Venture, Insurance Products
About the Company: CignaTTK Health Insurance Company Limited is a joint venture between the U.S. based global health services leader, Cigna Corporation and Indian conglomerate, T…
Salary: ₹25,000 - ₹30,000 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Reimbursements: Mobile, Travel

Tata Aia

Wealth Planning Officer Mumbai
Skills & Focus: Wealth Planning, Sales, Business Development, New Business Development, Honesty, Communication, Sales Mindset, Basic Computers, Field Work, Confidence
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emine…
Salary: ₹18,500 Monthly
Type: Sales / Business Development
Benefits: PF & ESIC, Incentives, Reimbursements: Mobile, Travel
Branch Sales Officer (Bancassurance) Mumbai
Skills & Focus: Sales, Business Development, Finance, Insurance, Problem Solving, Communication Skills, Self Management, Planning, Product Expertise, Co-ordination
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emine…
Salary: ₹15,000 - ₹22,000 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Reimbursements: Mobile, Travel

Tata Aia Life Insurance Company

Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Sales, Business Development, Honesty, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence, Incentives
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emine…
Salary: ₹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Mobile and Travel reimbursements

Tata Aia

Wealth Planning Officer Mumbai
Skills & Focus: Sales Mindset, New Business Development, Communication, Honesty, Confidence, Field Work, Basic Computers, Incentives, Reimbursements, Weekly Days Working
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emine…
Salary: ₹18,500 Monthly
Type: Sales / Business Development Job
Benefits: PF & ESIC, Incentives, Mobile, Travel Reimbursements

Tata Aia

Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Honesty, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence, Incentives, Reimbursements, Mobile Reimbursement
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emine…
Salary: ₹18,500 Monthly
Type: Sales / Business Development Job
Benefits: PF & ESIC, Incentives, Mobile & Travel Reimbursements

Weblee Technologies

Managing Partner Mumbai
Skills & Focus: Sales, Business Development, Incentives, Reimbursements, Mobile Reimbursements, Travel Reimbursements, Communication, Selection Criteria, 6 Days Working, Mumbai Region
Salary: ₹35,000 - ₹55,000 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Mobile and Travel Reimbursements

Tata Aia Life Insurance Company

Branch Sales Officer (Bancassurance) Mumbai
Skills & Focus: Self management, Business perspective, Planning, Product expertise, Problem solving, Finance, Insurance industry awareness, Co-ordination skills, Influencing skills, Sales / Business Development
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emine…
Salary: ₹15,000 - ₹22,000 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Reimbursements: Mobile, Travel

Tata Aia

Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Sales, Business Development, New Business Development, Sales Mindset, Communication, Honesty, Confidence, Field Work, Basic Computers, Incentives
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emine…
Salary: ₹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Reimbursements: Mobile, Travel

Weblee Technologies

Managing Partner Mumbai
Skills & Focus: Sales, Business Development, Incentives, Reimbursements, Mobile Reimbursements, Travel Reimbursements, Shift Timings, Weekly Days Working, Selection Criteria, Job Description
Salary: ₹35,000 - ₹55,000 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Reimbursements: Mobile, Travel

Cigna Health Solutions India Private Limited

Agency Channel Tie up Manager Mumbai
Skills & Focus: Sales, Business Development, Health Insurance, Incentives, Mobile Reimbursements, Travel Reimbursements, Customer Service, Performance Based, Joint Venture, Health Products
About the Company: CignaTTK Health Insurance Company Limited is a joint venture between the U.S. based global health services leader, Cigna Corporation and Indian conglomerate, T…
Salary: ₹25,000 - ₹30,000 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Mobile Reimbursements, Travel Reimbursements
Agency Channel Tie up Manager Mumbai
Skills & Focus: Sales, Business Development, Insurance, Cigna TTK, Health Products, Customer Service, Incentives, Reimbursements, Performance-based, Joint Venture
About the Company: CignaTTK Health Insurance Company Limited is a joint venture between Cigna Corporation and TTK Group, launched operations in February 2014. It is a stand-alone…
Salary: ₹25,000 - ₹30,000 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Reimbursements: Mobile, Travel
Agency Channel Tie up Manager Mumbai
Skills & Focus: Sales, Business Development, Health Insurance, Client Acquisition, Incentives, Reimbursements, Communication Skills, Performance-Based, Customer Service, Joint Venture
About the Company: CignaTTK Health Insurance Company Limited is a joint venture between the U.S. based global health services leader, Cigna Corporation and Indian conglomerate, T…
Salary: ₹25,000 - ₹30,000 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Reimbursements: Mobile, Travel

Tata Aia

Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Sales, Business Development, New Business Development, Sales Mindset, Honesty, Communication, Basic Computers, Field Work, Confidence, Incentives
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emine…
Salary: ₹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Mobile and Travel Reimbursements, Attractive incentives

Sahigst

Business Development Associate Mumbai
Skills & Focus: Business Development, Sales, Incentives, Cloud-based, GST compliance, Digital transformation, Communication skills, Computer Awareness, Technology products, Taxation
About the Company: SahiGST is founded by a group of entrepreneurs with immense experience in domains of Taxation and Technology. Amongst the founding team several key technology …
Experience: CompulsoryPreferred
Salary: ₹15,000 - ₹25,000 Monthly
Type: Full-time
Benefits: Incentives, Performance Based

Tata Aia Life Insurance Company

Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Honesty, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence, Incentives, Reimbursements, Sales
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emine…
Experience: Compulsory Preferred
Salary: ₹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Reimbursements: Mobile, Travel

Sahigst

Business Development Associate Mumbai
Skills & Focus: Business Development, Sales, Cloud-based solutions, GST compliance, Digital transformation, Technology products, Performance incentives, Entrepreneurship, India Stack, Communication skills
About the Company: SahiGST is a cloud-based solution for GST compliance founded by a group of entrepreneurs with immense experience in the domains of Taxation and Technology. Amo…
Salary: ₹15,000 - ₹25,000 Monthly
Type: Full-time
Benefits: Incentives, Performance Based

Tata Aia Life Insurance Company

Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Sales, Business Development, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Honesty, Confidence
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emine…
Salary: ₹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Mobile and Travel Reimbursements