Executive Wealth Planning Officers Vacancies in Ballygunge Phari , Kolkata for Direct Sales Force


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Briefing of the Job Opening

Job location- CityKolkata
Educational QualificationsArts, BA, BBA, BCA, Bcom, B.E, BSc, Btech, English, Graduate, Hindi, Honors, Maths, MBA, PGDM, Post Graduate
Salary Range3-4 Lacs CTC
Work Experience RequiredExperienced
Total number of openings for the Hiring30
The Job Opening is being Published byCompany
Company or Consultancy NameTata Aia Life
How to apply for this Opening?Reply us through the Contact form embedded in this job page, Via the below mentioned contact details
Contact Details for Applying to This JobContact Person- Dorothi Paul, Contact No. 03366211480, [email protected]

Company/Consultancy Address as for the Interview place

KOLKATA – 700019

Full Job Description

Job Description for Executive Wealth Planning Officer (EWPO )

We have urgent requirement of Executive Wealth Planning Officer (EWPO ) at our Ballygunge Phari branch .

Please find the below Interview Details:-

Interview Details:-

Venue: Tata AIA Life Insurance Co. Ltd.
3A Gariahat Road, Devalaya Building – 2nd Floor,
Kolkata – 700019

Designation: Executive Wealth Planning Officer – Direct Sales Force

Job Location: Kolkata – Gariahat

CTC: Upto 3.50 Lacs + Reimbursements + Incentives

Contact Person :-Dorothi Paul.

• Day: Monday to Friday 28th November to 2nd December.

Requirements: Candidates should have experience into sales for at least 2years with good communication skills, ready to make their career in sales & must be presentable.



1. Achieve the Productivity & FYP Targets
2. Leads support will be provided.
3. Ensuring timely issuance of policies by resolving pending etc.

Relationship Management:

1. Render service to all allocated customers
2. Adhere to the customer touch-point engagement in order to service his portfolio of customers.
3. Maintaining the desired persistency ratio.

Customer orientation & reporting/ (MIS):

1. Follow up on their database / leads provided by Lead Management System (Orphan/ New Prospects).
2. Update the LMS (Lead management System) on a daily basis.
3. Adhering to the Training Road map.
4. Providing timely reports to the Supervisor / Area manager as per the requirement.

Interested & relevant candidates can send their CV’s on [email protected] and also contact us 033 – 66211480
Or Directly walk-in to above mention venue.

Thanks & Regards,
Dorothi Paul.
Human Resource
TATA AIA Life Insurance Co. Ltd.
Salary:INR 3,00,000 – 3,50,000 P.A. Great Incentives
Industry: Insurance

Listing ID: 8715836d4f34f541