Last updated: 2025-06-06

85 Wealth Planning Officer jobs in Mumbai.

Hiring now: Branch Sales Officer Bancassurance @ Tata Aia L, Managing Partner @ Weblee Tec, Wealth Planning Officer @ Tata Aia, Wealth Planning Officer Wpo @ Tata Aia, Agency Channel Tie Up Manager @ Cigna Heal, Wealth Planning Officer Wpo @ Tata Aia L, Business Development Associate @ Sahigst. Explore more at at jobswithgpt.com

🔥 Skills

Sales (18) Business Development (17) Incentives (17) Communication (14) Reimbursements (13) New Business Development (11) Sales Mindset (11) Field Work (11) Honesty (10) Basic Computers (10)

📍 Locations

Mumbai (24)

Tata AIA Life Insurance 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…

Branch Sales Officer (Bancassurance)

Mumbai

  • Skills: Bancassurance, Sales, Financial Service, Problem solving skills, Insurance industry, Business Development, Sales targets, Relationship building, Branch management, Team collaboration
  • Experience: Minimum 1 year of experience in sales, preferably in Bancassurance/Financial Services
  • Type: Full-time
  • Salary: 15,000 - 22,000 Monthly

Weblee Technologies

Managing Partner

Mumbai

  • Skills: Sales, Business Development, Incentives, Reimbursements, Mobile Reimbursements, Travel Reimbursements, Experience, Education, Communication, Selection Criteria
  • Salary: ₹35,000 - ₹55,000 Monthly

Tata Aia

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…

Wealth Planning Officer

Mumbai

  • Skills: Sales Mindset, New Business Development, Field Work, Basic Computers, Communication, Honesty, Incentives, Reimbursements, Mobile Reimbursements, Travel Reimbursements
  • Type: Sales / Business Development Job
  • Salary: ₹18,500 Monthly

Tata AIA

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…

Wealth Planning Officer (WPO)

Mumbai

  • Skills: Life Insurance, Sales Mindset, New Business Development, Field Work, Customer Acquisition, Lead Management, Communication, Self-motivated, Result-oriented, Hindi and English Fluency
  • Experience: Min 6 months of field sales experience, Insurance sales experience
  • Type: Full-time
  • Salary: ₹18,500 Monthly

Tata Aia

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…

Wealth Planning Officer (WPO)

Mumbai

  • Skills: Honesty, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence, Incentives, Reimbursements, Business justification
  • Type: Full-time
  • Salary: ₹18,500 Monthly

Cigna Health Solutions India Private Limited

CignaTTK Health Insurance Company Limited is a joint venture between the U.S. based global health services leader, Cigna Corporation and Indian conglomerate, T…

Agency Channel Tie up Manager

Mumbai

  • Skills: Agency Channel, Sales, Business Development, Health Insurance, Customer Service, Incentives, Reimbursements, Performance-based, Global Coverage, Lifestyle Protection
  • Type: Full-time
  • Salary: ₹25,000 - ₹30,000 Monthly

Tata Aia

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…

Wealth Planning Officer

Mumbai

  • Skills: Wealth Planning, Sales, Business Development, New Business Development, Honesty, Communication, Sales Mindset, Basic Computers, Field Work, Confidence
  • Type: Sales / Business Development
  • Salary: ₹18,500 Monthly

Weblee Technologies

Managing Partner

Mumbai

  • Skills: Sales, Business Development, Incentives, Reimbursements, Mobile Reimbursements, Travel Reimbursements, Communication Skills, Experience, Age Requirements, Selection Criteria
  • Type: Full-time
  • Salary: ₹35,000 - ₹55,000 Monthly

Tata AIA

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…

Wealth Planning Officer

Mumbai

  • Skills: Sales Mindset, New Business Development, Communication, Honesty, Confidence, Field Work, Basic Computers, Incentives, Reimbursements, Weekly Days Working
  • Type: Sales / Business Development Job
  • Salary: ₹18,500 Monthly

Weblee Technologies

Managing Partner

Mumbai

  • Skills: Sales, Business Development, Incentives, Reimbursements, Mobile, Travel, Shift Timings, Weekly Days Working, Experience, Communication
  • Salary: ₹35,000 - ₹55,000 Monthly

Tata Aia

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…

Wealth Planning Officer (WPO)

Mumbai

  • Skills: New Business Development, Sales Mindset, Field Work, Communication, Honesty, Basic Computers, Confidence, Incentives, Mobile Reimbursements, Travel Reimbursements
  • Type: Sales / Business Development
  • Salary: ₹18,500 Monthly

Tata AIA Life Insurance 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…

Branch Sales Officer (Bancassurance)

Mumbai

  • Skills: Sales, Business Development, Self management, Business perspective, Planning, Problem solving skills, Finance industry awareness, Insurance industry awareness, Peer coordination, Influencing skills
  • Experience: Compulsory Preferred
  • Type: Full-time
  • Salary: ₹15,000 - ₹22,000 Monthly

Cigna Health Solutions India Private Limited

CignaTTK Health Insurance Company Limited is a joint venture between the U.S. based global health services leader, Cigna Corporation and Indian conglomerate, T…

Agency Channel Tie up Manager

Mumbai

  • Skills: Sales, Business Development, Health Insurance, Client Acquisition, Incentives, Reimbursements, Communication Skills, Performance-Based, Customer Service, Joint Venture
  • Type: Full-time
  • Salary: ₹25,000 - ₹30,000 Monthly

Tata AIA Life Insurance 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…

Wealth Planning Officer (WPO)

Mumbai

  • Skills: Sales, Business Development, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence, Honesty, Incentives
  • Type: Full-time
  • Salary: ₹18,500 Monthly

Tata AIA

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…

Wealth Planning Officer (WPO)

Mumbai

  • Skills: Sales, Business Development, New Business Development, Sales Mindset, Honesty, Communication, Basic Computers, Field Work, Confidence, Incentives
  • Type: Full-time
  • Salary: ₹18,500 Monthly

Cigna Health Solutions India Private Limited

CignaTTK Health Insurance Company Limited is a joint venture between the U.S. based global health services leader, Cigna Corporation and Indian conglomerate, T…

Agency Channel Tie up Manager

Mumbai

  • Skills: Agency, Channel, Sales, Business Development, Insurance, Reimbursements, Incentives, Health Insurance, Customer Service, Mumbai
  • Type: Sales / Business Development Job
  • Salary: ₹25,000 - ₹30,000 Monthly

Tata Aia Life Insurance 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…

Wealth Planning Officer (WPO)

Mumbai

  • Skills: Sales, Business Development, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Honesty, Confidence
  • Type: Full-time
  • Salary: ₹18,500 Monthly

SahiGST

SahiGST is founded by a group of entrepreneurs with immense experience in domains of Taxation and Technology. Amongst the founding team several key technology …

Business Development Associate

Mumbai

  • Skills: Business Development, Sales, Incentives, Cloud-based, GST compliance, Digital transformation, Communication skills, Computer Awareness, Technology products, Taxation
  • Experience: CompulsoryPreferred
  • Type: Full-time
  • Salary: ₹15,000 - ₹25,000 Monthly