105 Retirement Planning Jobs

Job Description: As a Financial Services Advisor at our company located in Pathanamthitta, you will play a crucial role in providing comprehensive financial planning advice to our clients. Your responsibilities will include offering personalized financial plans, assisting with retirement planning, and providing expert guidance on investments. You will be expected to assess each client's unique financial situation, stay up-to-date on the latest financial regulations and products, and monitor client accounts to ensure their financial goals are met. To excel in this role, you should possess a solid knowledge of Financial Planning, Finance, and Investments. Your skills in Retirement Planning and Financial Advisory will be essential in helping our clients secure their financial future. Strong interpersonal and communication skills are key, as you will be interacting with clients on a daily basis. Additionally, the ability to work both independently and collaboratively as part of a team is crucial to succeed in this position. While a Bachelor's degree is preferred, we value relevant experience and expertise in the field of financial services. If you are passionate about helping individuals achieve their financial goals and possess the necessary qualifications, we welcome you to apply for this exciting opportunity.,

As a Financial Consultant at Geojit in Tirunelveli, you will play a vital role in providing top-notch financial planning services to clients. Your responsibilities will include analyzing clients" financial situations, devising effective investment strategies, and offering expert retirement planning advice. By leveraging your expertise in financial planning and retirement planning, you will guide clients towards achieving their financial goals. Your day-to-day tasks will revolve around assessing clients" financial statuses, developing comprehensive financial plans, suggesting appropriate investment products, and conducting regular portfolio reviews to ensure that clients" investments are in line with their objectives and comply with regulatory standards. Your ability to combine Financial Planning, Retirement Planning skills, and Investment and Finance knowledge will be crucial in delivering value to our clients. To excel in this role, you should possess strong Analytical Skills and have excellent communication and interpersonal abilities. Your capacity to work both independently and collaboratively within a team environment will be key to your success. A Bachelor's degree in Finance, Economics, or a related field would be advantageous for this position, and holding a certification in financial planning (CFP) would be a definite plus. Join Geojit, a pioneering investment services firm that prioritizes client satisfaction and innovative solutions. Make a difference in the financial well-being of our clients by providing them with personalized financial advice tailored to their unique needs and goals.,

You are an experienced and client-focused Wealth Manager with a strong background in portfolio management. As a Wealth Manager, your primary responsibility will be managing customers" portfolios, creating tailored investment strategies, and ensuring portfolio performance aligns with customer objectives and risk profiles. Your key responsibilities will include serving as the primary relationship manager for assigned customers, providing holistic wealth management advice, developing customized investment portfolios aligned with each customer's financial goals, risk tolerance, and time horizon, conducting portfolio reviews and rebalancing based on market trends, performance, and changing customer needs. You will also collaborate with research teams and investment analysts to identify and implement asset allocation strategies, maintain knowledge of financial markets, economic trends, and investment products, advise customers on wealth services such as estate planning, tax optimization, and retirement planning, ensure regulatory compliance, and prepare detailed portfolio reports and investment proposals. To qualify for this role, you should have a Bachelor's degree in B.com/Finance, along with a minimum of 6 months to 2 years of experience in wealth management or private banking, demonstrating proven portfolio management skills. Relevant certifications such as NISM series and Stock markets are preferred. You should possess strong analytical, interpersonal, and communication skills, proficiency with portfolio management tools, financial planning software, and CRM platforms, and the ability to manage the complex financial needs of customers. Additionally, you should have a deep understanding of investment strategies and asset classes (equities, fixed income, alternatives, etc.), strong client relationship management and consultative selling skills, attention to detail with strong ethical standards and discretion, and be proactive, self-motivated, and results-oriented. This position requires immediate joiners only from Pune location. If you meet the qualifications and are interested in this opportunity, please drop your CV at shivangi08052025@gmail.com.,

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Associate Qualifications: Any Graduation Years of Experience: 1-3 yrs About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Processing monetary and non-monetary transactions for assigned clients\transactions. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc. Strict adherence non-disclosure of client information by preserving client confidentiality. Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management. Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time. Taking active participation in process improvements and automation. Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the best Customer service refers to the assistance and support provided by a business or organization to its customers before, during, and after a purchase or use of a product or service. It involves addressing inquiries, resolving issues, and ensuring customer satisfaction to build and maintain positive relationships. What are we looking for Bachelors degree Experience in the US retirement industry Open core Night shifts based on business requirements Good verbal & written communication skills Good typing skill and attention to detail. Good time management skills Ability work independently 1+ years of experience in US Retirement Services domain Defined Contributions - Managing participant level services Experience in Money In processes such as Contributions processing, loan repayments, Indicative data files and manual adjustments, Rollovers contribution, Suspense & Adjustments/Corrections Roles and Responsibilities: Processing monetary and non-monetary transactions for assigned clients\transactions. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc. Strict adherence non-disclosure of client information by preserving client confidentiality. Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management. Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time. Taking active participation in process improvements and automation. Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the best Customer service refers to the assistance and support provided by a business or organization to its customers before, during, and after a purchase or use of a product or service. It involves addressing inquiries, resolving issues, and ensuring customer satisfaction to build and maintain positive relationships. Qualification Any Graduation

Urgent Hiring For Pension Channel Exp:-2 years in Sales, with a minimum of 6 months in the BFSI industry CTC: 4 LPA + Monthly Incentives Contact Person:HR Snehal:8788255050

About Befree : Trusted by over 700 businesses, we are one of the largest bookkeeping companies in Australia & UK. We deliver best practice bookkeeping, accounts and payroll solutions tailored to your business needs. Our services are tailored to your business needs and are designed with a long-term approach. We provide a full range of services bookkeeping and accounting services at a price that wont break your budget. For more details visit : www.befree.com.au The Role of the Paraplanner The Paraplanner role may be broken down into four key parts: A. Preparing andmaintaining the client file B. Preparing recommendations C.Implementing recommendations D. Review A. Preparing and maintaining the client file : GenerallytheFinancialPlannershouldcollectthequalitativeinformation(clientattitudes,life goalsetc)leavingtheparaplannertocollectallthequantitativedetailedinformationrequiredto compile afinancialplan. The Paraplannermay attendclientmeetings. Specific activities include: Check all compliance paperwork is present Confirm client risk profile is determined Discuss client objectiveswith planner Identifyandobtaintheinformationnecessarytocompilefinancialcash flowforecast Compiledraftnetworthstatement;incomeandexpenditurestatementsandfinancial cash flowforecastanddiscusswithplanner. B. Preparing recommendations: Identify areas for planning Undertake research bothindependently and with the Financial Planner to identify suitable solutions tomeet the clients needs Prepare information/comparisons for analysis byplanner Liaise with clients providers. Consider current and future allocation of assets for investment strategy with regard to client riskprofile Generate quotes and illustration online from respective providers Generate quotes and illustration Online from respective providers Prepare draft recommendation reports to be discussed/signed off by planner. C. Implementing recommendations: Prepare suitability letters in accordance with the agreed recommendations Complete application / proposals forms Ensure all compliance paperwork is in order Make changes to clients investments as instructed Implement the chosen investment strategies Learn and execute the re-registration processes D. Review Actasmainpointofcontactanddealeffectivelywithqueriesfromclientsandotherparties through effectivecommunication Establishandbuildstrongrelationshipswithclientsandattendclientmeetingswith planner if required Preparing client valuations Organise future planning meetings with client Review investment portfolio, asset allocation, risk profile etc Sendplanningfigurestoclientforupdateandrevisioninpreparationfornextmeeting Initiate review meetings with clients Liaise with providers for fund valuations Key skills/Experience Required Understanding of the Financial Planning process Experience 2 years and above Masters & Bachelores degree in business Finance, M.Com, CFP or a related field Ability to achieve agreed outcomes without supervision Priorities and plan own workload Detailed and accurate Quick adaptability of learning clients back office and analytical systems. Articulate Excellent interpersonal skills, both written and verbal Ability to multi task and prioritize effectively Good IT skills Good report writing skills candidates should be ready to adapt all other duties that the company sees fit and relevant to the business requirements. Desirable Broad knowledge of financial services world High level of technical knowledge As the UK market is always demanding for quality work, you should continuously upgrade your knowledge through continuous reading (in free time) or with the help of your seniors. Job Timings: 10:30 AM To 7:30 PM (1st sat ,3rd sat & 5th sat off) Salary: As per Industry standards.

We are seeking a seasoned Business Analyst with SME-level expertise in retirement planning to drive strategic analysis, product improvements, and business transformation initiatives across our retirement services portfolio. The ideal candidate will have deep knowledge of retirement products, regulatory frameworks, and operational processes, and will serve as a trusted advisor to cross-functional teams. Key Responsibilities: Act as Subject Matter Expert (SME) for retirement planning products including 401(k), IRA, annuities, pensions, and defined benefit/contribution plans. Gather, analyze, and document detailed business requirements from internal and external stakeholders. Lead workshops and discovery sessions to map current-state processes and define future-state models aligned with business goals. Translate complex retirement regulations (ERISA, IRS, DOL, etc.) into system and business requirements. Collaborate with product managers, actuaries, legal, compliance, operations, and IT teams to design scalable and compliant solutions. Lead business case development, process re-engineering, and product optimization for retirement platforms. Work with QA and UAT teams to validate solution delivery aligns with business requirements. Support data analysis, reporting, and dashboard creation for performance tracking and decision-making. Provide training, documentation, and change management support to drive adoption of new processes or features. Required Qualifications: Bachelors degree in Business, Finance, Economics, or related field (MBA or CFP/RICP preferred). 6+ years of experience as a Business Analyst in financial services, with a minimum of 3 years in retirement plan domain as a SME. In-depth knowledge of US retirement plan products and compliance requirements (e.g., ERISA, SECURE Act, IRS codes). Proven experience with process modeling, requirements management, and business architecture tools (e.g., BPMN, JIRA, Confluence, Visio). Strong data analysis skills (Excel, SQL, Tableau/Power BI is a plus). Excellent communication, stakeholder management, and documentation skills. Experience working in Agile environments (Scrum/SAFe) and writing user stories. Preferred Qualifications: Industry certifications: CBAP, CCBA, PMP, RPA, or Retirement Plan-specific credentials (e.g., CRPC, CPC, RPA). Experience working with retirement administration platforms, recordkeeping systems, or digital planning tools. Familiarity with financial APIs, robo-advisors, or integrated wealth management solutions. Location-Remote, Delhi NCR,Bangalore,Chennai,Pune,Kolkata,Ahmedabad,Mumbai,Hyderabad

Job Title: Associate/Senior Associate - Voice Process - US Process - Retirement & Financial Advisory Location: Electronics City Phase 1, Bangalore Bangalore Employment Type: Full-Time Key Responsibilities: Handle customer queries via voice calls on financial advisory offering great customer experience Provide advisory support to US clients on investments, financial advisory & retirement plans. Ensure timely resolution of issues while maintaining high customer satisfaction. Work in US shift timings and adhere to process guidelines Required Skills: Excellent verbal communication skills in English. Great interpersonal & convincing skills Ability to manage customer interactions professionally . Basic understanding of customer service principles . Willingness to work in night shifts and rotational schedules with mandatory work from office Eligibility Criteria: Education: Any graduate (Commerce, Science, or other streams). Experience: 14 years (Freshers are welcome too). Additional Skills: Good listening skills, empathy, and problem-solving ability. Please note it is a voice role hence exceptional communication skill is must alongside folks who are available to join immediately or on shortest notice. Happy applying Amit

As a seasoned Operations professional in the life insurance industry, you will be responsible for providing day-to-day leadership and direction to a team of Operations professionals in the new business underwriting business. Your primary focus will be on ensuring timely and accurate resolution of service requests submitted by Advisors/clients, in accordance with defined Service Levels and operating procedures. In this role, you will serve as the point-person and operational expert, collaborating with Business counterparts, senior Leaders, and team members to manage and resolve process level issues on a daily basis. Key Responsibilities: Team Leadership & People Management: Lead, mentor, and develop a team of approximately 20 resources, ensuring high levels of performance, engagement, and productivity. You will review and approve insurance applications within assigned authority levels, ensuring underwriting practices align with company guidelines, local regulations, and market conditions. New Business Development: Oversee the onboarding and processing of new business associates, processors, analysts, and process leads. Ensure efficient and accurate handling of applications with a focus on customer satisfaction and regulatory compliance. Risk Assessment: Work closely with the stateside new business and underwriting team to assess and analyze potential risks in insurance applications, providing guidance on complex or high-value cases. Compliance and Quality Assurance: Ensure all underwriting and new business processes adhere to regulatory requirements, internal policies, and quality standards specific to the GCC market. Stakeholder Management: Collaborate with stakeholders and other departments to streamline the new business process and support business growth objectives. Performance Metrics: Monitor and report on key performance indicators (KPIs) related to new business activities, providing regular updates to senior management. Conduct performance reviews, merit increase recommendations, and development action planning. Market and Competitor Analysis: Stay informed of market trends and competitor activities in the GCC insurance market to adjust strategies as needed. Required Qualifications: - Bachelor's degree in finance, Business Administration, Insurance, or a related field. - 5+ years of relevant experience in insurance new business/underwriting roles, preferably within the GCC market. - Minimum 2-3 years of people leadership experience. - Strong understanding of insurance new business, underwriting principles, insurance regulations, and risk management. - Excellent communication and interpersonal skills. - Proficiency in underwriting software and tools, with strong analytical skills. - Experience in process transition, set up, training, development, and quality control for insurance new business & underwriting functions. Preferred Qualifications: - LOMA- ALMI, FLMI, AALU, FALU, III, MBA. - Ability to work under pressure and manage tight deadlines. - High attention to detail with a commitment to accuracy and compliance. - Strategic thinking and proactive problem-solving approach. - Customer-focused mindset with a dedication to delivering excellent service. - US healthcare exposure, especially in Life and disability Insurance new business and underwriting functions. - Life and Disability insurance industry product knowledge. - Underwriting risk selection basics and conceptual understanding. About Our Company: Ameriprise India LLP has been providing client-based financial solutions for 125 years, with a focus on Asset Management, Retirement Planning, and Insurance Protection. Join our inclusive and collaborative culture to work with talented individuals who share your passion for doing great work and making a difference in the community. (Note: This job description is for a Full-Time position with timings from 8:00 PM to 4:30 AM in the AWMP&S President's Office within the Business Support & Operations job family group.),

As a Financial Planner, you will have the opportunity to assist clients in achieving their financial goals and aspirations. Your responsibilities will include developing personalized financial strategies, managing client portfolios, conducting regular reviews, and providing expert investment advice. Your role is crucial in helping clients navigate their financial journey through meticulous planning and exceptional service. Client Portfolio Management - Tailor and oversee client portfolios based on their financial objectives, risk tolerance, and preferences. - Conduct regular reviews of portfolios and adjust strategies to align with clients" goals and market conditions. Financial Planning & Advisory - Develop customized plans covering investments, retirement, taxes, and estate requirements. - Offer ongoing advice and make necessary adjustments as clients" circumstances evolve. Client Communication & Relationship Building - Maintain regular communication through monthly calls, in-person meetings, and virtual sessions. - Keep clients informed about market updates, regulatory changes, and new investment opportunities. Transaction & Compliance Management - Manage KYC procedures, investment transactions, paperwork, and documentation. - Work closely with internal teams to ensure accurate and timely execution. Reporting & CRM Maintenance - Prepare review reports comparing current positions with initial plans and recommend refinements. - Keep detailed records in CRM systems tracking interactions, plan progress, and transactions. Training & Development - Stay updated on financial regulations, products, and industry trends. - Share knowledge with colleagues and assist in onboarding new team members. Requirements: - Bachelor's degree in Finance, Accounting, Economics, or a related field. - CFP certification or equivalent is preferred. - Minimum of 3 years of experience in financial planning or client-facing wealth roles. - Proficiency in Excel and financial planning tools. - Familiarity with Zoho CRM or similar platforms. - Strong communication skills with the ability to simplify complex financial concepts. - Detail-oriented, analytical, and proactive problem-solver. - Comfortable working independently and collaboratively. Join a fast-paced and client-focused financial planning environment offering an exceptional opportunity to build and nurture comprehensive client relationships. Benefit from a supportive culture that emphasizes continuous learning, training, mentorship, and peer insights. The vibrant office location in Chembur, Mumbai adds to the dynamic work environment. Apply now by sending your resume to the provided email address.,

As a Senior Financial Advisor at UWC Wealth Management, a trusted financial planning and advisory firm since 2008, you will play a crucial role in enriching the lives of individuals and families through the power of investing. Your responsibilities will include developing and implementing personalized financial plans, advising clients on investments, and providing strategies for investment and retirement planning. You will be expected to demonstrate proficiency in Financial Planning, Finance, and Financial Advisory, along with expertise in Investments and Retirement Planning. Strong analytical and problem-solving skills are essential for this role, as well as excellent written and verbal communication abilities. You should be able to work both independently and collaboratively as part of a team. The ideal candidate will hold a Bachelor's degree in Finance, Economics, Business, or a related field. Possessing certifications such as CFA, CFP, or other relevant credentials will be advantageous. Prior experience in wealth management or financial advisory services will be considered a plus. This is a full-time hybrid role based in Indore, offering some work-from-home flexibility. Your daily tasks will involve conducting financial assessments, designing customized planning strategies, managing client portfolios, and nurturing strong relationships with clients. If you are passionate about guiding individuals towards financial confidence and long-term prosperity, we welcome you to join our team at UWC Wealth Management.,

As a Creative/Content Strategist for WA, you will be responsible for developing innovative strategies for digital campaigns. Your primary focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. You will be tasked with producing original and visually appealing content that demonstrates a high level of accuracy in grammar, brevity, and syntax across various corporate marketing and communications materials. In this role, you will also be expected to craft compelling press releases highlighting WA's achievements, new clients, client news, and employee accomplishments. Your responsibilities will encompass a wide range of content production areas, including web pages, blogs, Q&As, FAQs, invitations, emailers, case studies, outreach articles, reports, and white papers. To excel in this position, you must possess excellent research skills and a deep understanding of the target audience's needs. This involves analyzing existing content, conducting online research, and engaging in interviews and collaborations with financial advisors. You will also be required to ensure the accuracy, timeliness, and quality of the content you produce while adhering to strict deadlines. If you are a detail-oriented individual with a passion for creating impactful content and can deliver flawless work consistently, this role offers an exciting opportunity to showcase your skills and contribute to WA's digital presence effectively.,

As a Senior Service Relationship Manager at IDFC FIRST Bank, located in Koramangala, Bengaluru, Karnataka, India, you will play a crucial role in managing and maintaining relationships with high net worth clients in the Wealth Management division of the Retail Banking department. Your primary focus will be on providing exceptional service and support to ensure client satisfaction and retention. Your key responsibilities will include building and nurturing strong relationships with high net worth clients, understanding their financial goals, and offering personalized solutions to meet their needs. You will serve as a primary point of contact for clients, addressing their inquiries and concerns promptly and professionally. Collaboration with the Sales team to identify new business opportunities, cross-sell products and services, and support in preparing and presenting proposals to clients will be essential. Staying updated on market trends and regulatory changes, monitoring and analyzing clients" portfolios for risks and growth opportunities, conducting regular reviews with clients to assess satisfaction, and identifying areas for improvement are also part of your role. Additionally, you will mentor and train junior team members to ensure high-quality service delivery. To qualify for this position, you should hold a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of 5 years of experience in Wealth Management or a similar role in the banking industry. A proven track record of managing and retaining high net worth clients, in-depth knowledge of financial products and services, strong communication, interpersonal, analytical, and problem-solving skills are required. Proficiency in MS Office and CRM software is essential, and relevant certifications such as CFP or CFA will be considered an asset. If you are a driven and customer-focused individual with a passion for wealth management, we invite you to apply for this exciting opportunity at IDFC FIRST Bank. We offer a competitive salary, benefits package, and opportunities for career growth within our dynamic organization.,

Skill required: Voice - Service Desk Voice Support Designation: Customer Contact Comms Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Job Responsibilities / AuthoritiesReceive inbound Calls/Emails/Chats and ensure that cases and interactions are logged correctly in the ticketing toolWalk customers/ Provide navigational support on self service portalEnsure security verifications are carried out per company policies and procedures and is lines with the GDPR guidelinesPlace outbound calls to customers when required in line with Client / Company guidelinesWork productively whilst maintaining exceptional call/data quality standards in line with targetsContribute to the team through open and regular communication with peers / supervisorsAdhere to all company or departmental policies and procedures (personnel and operational)Keep the process repositories like DTPs, Knowledgebase, SharePoint updated with the current processMaintain regular and punctual attendance in line with company policies and proceduresMinimise customer complaints and escalations by providing exceptional service and call controlNature of HR queries to be dealt with:Provide recruitment and onboarding support to new employeesUpdating personal records (Address, Name, emergency contact details) of the employeesHelping employees process their timesheets, updating payroll records and answering paystub related questions thus ensuring that employees are compensated correctly and on time.Helping employees obtain their verification of employmentHelping hiring managers in the recruitment processManage employee grievance queriesAdminister or change benefits, health plans, retirement plans, etc. What are we looking for Knowledge & Skill RequirementAbility to demonstrate an efficient use of customer service technologies to complete a customer transaction using Ticket Tracking System (Service Now preferred), ERP systems, Microsoft Office Suite, and Internet ExplorerGood technical aptitude with an ability to learn quicklyExcellent verbal and written communication skillsTyping speed 50 words per minutePersonal AttributesAble to work on a flexible basis as determined by the business needsAbility to work under pressureTeam workerPositive AttitudeQuick LearnerPunctual and DisciplinedGood Communication skillsCustomer FocussedResults drivenHigh standards of IntegrityAttention to detailWorking Hours24 x 7 Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

As a leading global financial markets infrastructure and data provider, LSEG's purpose is to drive financial stability, empower economies, and enable customers to create sustainable growth. Our organizational culture is built upon the values of Integrity, Partnership, Excellence, and Change, which guide all our decisions and actions. Joining LSEG means becoming part of a dynamic organization with 25,000 employees across 65 countries. While we embrace our collective strength, we also value and encourage individuality, allowing you to bring your true self to work. We foster a collaborative and creative environment that welcomes new ideas and is dedicated to sustainability in all aspects of our global operations. You will witness firsthand our significant role in reshaping the financial ecosystem to support sustainable economic growth. At LSEG, we are committed to accelerating the transition to net zero, promoting the growth of the green economy, and creating inclusive economic opportunities. We are dedicated to achieving these goals through collaborative efforts and a shared vision of positive impact. In addition to our mission-driven work, LSEG offers a range of tailored benefits and support to employees, including healthcare, retirement planning, paid volunteering days, and wellbeing initiatives. If you are a Recruitment Agency Partner, it is crucial that you ensure candidates applying to LSEG are informed about our privacy notice, which outlines the personal information we may hold, its usage, data subject rights, and how to contact us for any inquiries.,

The Certified Financial Planner position at Right Horizons Financial Services Pvt. Ltd., located in Bengaluru, is a full-time on-site role. As a Certified Financial Planner, you will be tasked with developing comprehensive financial plans, providing personalized financial advice to clients, performing financial analysis, and assisting with retirement planning. Your daily responsibilities will include meeting with clients, evaluating their financial requirements, and offering customized financial guidance to help them achieve their long-term financial objectives. To be eligible for this role, you must hold a Certified Financial Planner certification along with expertise in Financial Planning and Personal Financial Planning. Additionally, you should possess experience in Finance and Retirement Planning, as well as strong analytical, problem-solving, and decision-making abilities. Excellent communication and interpersonal skills are essential for effectively interacting with clients. The ability to work both independently and as part of a team is crucial for success in this position. While a Bachelor's degree in Finance, Economics, Accounting, or a related field is preferred, prior experience in the financial services industry would be advantageous.,

About the Role: Grade Level (for internal use): 08 The Implementation Consultant Specialist role is part of a team based in India working with clients globally on implementation activities, generally in an offsite capacity; however, at times team members are required to travel to client sites to assist with onsite implementation activities. The team is coached and led by a senior Managing Consultants and Lead Consultants, and are trained in using SQL Server, the S&P Global EDM application, and in the informational needs of modern financial institutions. The role is dynamic and provides a fantastic opportunity to build a solid career solving the data management issues of global top tier financial institutions. Role & Responsibilities Configuring S&P Global EDM application using SQL Server to meet the client specifications. Building S&P Global EDM Solutions with best practices. Testing the project deliverables ensuring they are in line with documented requirements. Interacting with clients and colleagues to ensure accurate and timely information flows. Investigates and documents existing procedures. Contributing to Implementation Best Practice guidelines. Education BS in Computer Science / Computer Engineering / Finance with 1-2 years development experience Strong proficiency with SQL statements, designing tables, stored procedures, views and functions. Preference in SQL Server. Good Data Model knowledge and experience of working within financial database implementations. Knowledge of financial markets products, a broad understanding of the investment bank process, middle-office systems and operations, and associated data management needs is a plus. Prior experience with data management products is desirable but not mandatory. Personal Impact Self-starter with an attention to detail Ambitious and looking to build on their university career in a fast-moving environment Communication Good presentations skills (preparation and delivery) Excellent oral and written communication skills About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, andmake decisions with conviction.For more information, visit www.spglobal.com/marketintelligence . Whats In It For You Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technologythe right combination can unlock possibility and change the world.Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed to thrive at S&P Global. Health & WellnessHealth care coverage designed for the mind and body. Continuous LearningAccess a wealth of resources to grow your career and learn valuable new skills. Invest in Your FutureSecure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly PerksIts not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the BasicsFrom retail discounts to referral incentive awardssmall perks can make a big difference. For more information on benefits by country visithttps://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, pre-employment training or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. ---- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. 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About the Role: Grade Level (for internal use): 08 The Team The Environmental Solutions Team provides infrastructure solutions and services to support the growth of global environmental markets. We work with compliance and voluntary programs to add transparency and to promote participation in these markets. We also support and advise governments as they implement environmental strategies, particularly related to national commitments under the Paris Agreement. Our Team also builds products to promote liquidity and realization of environmental results by interconnecting markets and reducing market friction. Our product suite includes the Carbon Meta Registry, Environmental Registry and Commodity Tracker. Responsibilities and Impact: This role facilitates the implementation of new environmental markets, helping existing markets evolve and mature, enabling connectivity between markets and fostering data transparency and efficiency. The successful candidate will work in the Energy Transition, Sustainability & Services at Commodity Insights reporting directly to the Manager, Program Operations. Assist in the review of processes, operational procedures, workflows and documentation requirements. Provide input and feedback in the design and on-going revision of our processes. Assist the team in invoice billing; this gives the candidate exposure to our invoicing system and related processes, including reconciliations of account activity Development of appropriate training materials and presentations; conducting training for program participants. Establish and maintain relationships with key customers What Were Looking For Required Skills: Bachelors Degree; environmental/sustainability discipline is a plus Excellent computer skills (MS Excel, Word, PowerPoint); Knowledge of Automation tools/AI is a plus. Working in an operational environment with a focus on customer service and operational process improvements (2-3 years of experience) Data analysis & mapping is a plus Commercial awareness Exposure to carbon markets, environmental markets and commodity markets. Personal competencies Personal Impact Energetic, self-motivated and pro-active team player Strong work ethic, attention to detail Client-service oriented Excellent Communication and presentation skills, both written and oral About S&P Global Commodity Insights At S&P Global Commodity Insights, our complete view of global energy and commodities markets enables our customers to make decisions with conviction and create long-term, sustainable value. Were a trusted connector that brings together thought leaders, market participants, governments, and regulators to co-create solutions that lead to progress. Vital to navigating Energy Transition, S&P Global Commodity Insights coverage includes oil and gas, power, chemicals, metals, agriculture and shipping. S&P Global Commodity Insights is a division of S&P Global (NYSESPGI). S&P Global is the worlds foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the worlds leading organizations navigate the economic landscape so they can plan for tomorrow, today.For more information, visit http://www.spglobal.com/commodity-insights . Whats In It For You Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technologythe right combination can unlock possibility and change the world.Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed to thrive at S&P Global. Health & WellnessHealth care coverage designed for the mind and body. Continuous LearningAccess a wealth of resources to grow your career and learn valuable new skills. Invest in Your FutureSecure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly PerksIts not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the BasicsFrom retail discounts to referral incentive awardssmall perks can make a big difference. For more information on benefits by country visithttps://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, pre-employment training or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. ---- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. 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The Retirement Plan Services team is looking for a Retirement Planning Specialist (Level 3) with over 2.5 years of experience in financial services operations. The ideal candidate should have at least 12 months of expertise in Retirement Services, specifically in Defined Benefits Operations such as Benefits calculations, Benefits Review, Benefits Calculation for Retirement, Termination, Disability, Death, Divorce, Proficiency in MS Excel, and experience in performing manual calculations. Additionally, knowledge in ERISA Compliance and US Retirement Plan Testing & Reporting experience, including Form 5500 responses to auditor questions, is required. Industry certifications such as ASPPA RPF will be considered an added advantage. The candidate should possess strong Data Entry & Quantitative Decision Making skills and demonstrate concepts of teamwork, accountability, and prioritization on a regular basis. Making decisions within guidelines, balancing risk and service needs, and seeking assistance from the manager as necessary are key aspects of this role. The successful candidate should have a clear understanding of business rules, task requirements, and be able to handle tasks efficiently by providing resolutions within the defined Turnaround Time (TAT). Staying updated with the knowledge of products, processes, and services offered by the client is essential. The candidate should ensure full adherence to all quality parameters, maintain a 100% adherence to the schedule, and meet or exceed defined targets consistently. About Mphasis: Mphasis leverages next-generation technology to facilitate global business transformations. Customer centricity is at the core of Mphasis, demonstrated through the Front2Back Transformation approach. Utilizing cloud and cognitive technologies, Mphasis offers hyper-personalized digital experiences to clients and end customers. The Service Transformation approach aids in modernizing legacy environments in enterprises, enabling businesses to adapt to a changing world. Mphasis" core reference architectures, tools, speed, and innovation, combined with domain expertise, are instrumental in fostering strong relationships with marquee clients.,

The role of Financial Advisor in Allahabad is a full-time on-site position that involves providing financial planning and advice to clients. Your primary responsibility will be to assist clients in achieving their financial objectives by assessing their financial situations, creating personalized financial plans, and offering guidance on investments, retirement planning, and other financial services. To excel in this role, you should have experience in Financial Planning and Finance, possess skills in Investments and Financial Advisory, and be capable of delivering Retirement Planning services. Strong analytical and problem-solving abilities are essential, along with excellent communication and interpersonal skills. Holding relevant certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) would be advantageous. Furthermore, you should be comfortable working both independently and collaboratively within a team environment. A Bachelor's degree in Finance, Economics, Business, or a related field is required to be considered for this position.,

As a Certified Financial Planner at Right Horizons Financial Services Pvt. Ltd. in Bengaluru, you will play a crucial role in developing comprehensive financial plans and providing personalized financial advice to clients. Your responsibilities will include conducting financial analysis, retirement planning, and guiding clients towards achieving their long-term financial objectives. To excel in this role, you must possess a Certified Financial Planner certification along with expertise in Financial Planning, Personal Financial Planning, Finance, and Retirement Planning. Strong analytical skills, problem-solving abilities, and decision-making capabilities are essential. Effective communication and interpersonal skills are key as you will be interacting with clients regularly to understand their financial needs and offer tailored solutions. The ideal candidate should be able to work both independently and collaboratively within a team environment. A Bachelor's degree in Finance, Economics, Accounting, or a related field is preferred. Prior experience in the financial services industry would be advantageous. If you are passionate about helping individuals secure their financial future and possess the required qualifications and skills, we encourage you to apply for this rewarding full-time position at Right Horizons Financial Services Pvt. Ltd.,

Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Mandatory Skills: Defined Contributions (DC). Experience: 1-3 Years.

As a Creative/Content Strategist for WA, you will be responsible for developing innovative digital campaigns. Your main focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. It is crucial to ensure that all content is not only eye-catching and original but also accurate in terms of grammar, brevity, and syntax. Your role will involve crafting press releases that highlight WA's achievements, new clients, client news, and employee accomplishments. Additionally, you will be involved in various aspects of content production such as creating web pages, blogs, Q&As, FAQs, invitations, emailers, case studies, outreach articles, reports, and white papers. To excel in this position, you must conduct thorough research to understand the needs of the target audience. This includes analyzing existing content, performing online research, and engaging in interviews or collaborations with financial advisors. You will also be responsible for ensuring the accuracy, timeliness, and overall quality of the content you produce. Furthermore, you will be expected to work efficiently under tight deadlines without compromising the quality of your work. Your ability to deliver flawless content within specified timelines will be essential in meeting the demands of this role.,

As a seasoned professional in the insurance industry, you will take on the role of leading and guiding a team of Operations professionals specializing in life insurance new business underwriting. Your primary objective will be to ensure timely and accurate resolution of service requests from Advisors/clients, in accordance with defined Service Levels and operating procedures. You will serve as the point-person and operational expert, collaborating with Business counterparts, senior Leaders, and team members to effectively manage and resolve process level issues on a daily basis. Your key responsibilities will include: Team Leadership & People Management: Lead, mentor, and develop a team of at least 20 resources within the new business and underwriting department. You will be responsible for ensuring high levels of performance, engagement, and productivity among team members. Additionally, you will review and approve insurance applications within assigned authority levels, ensuring adherence to underwriting practices in line with company guidelines, local regulations, and market conditions. New Business Development: Oversee the onboarding and processing of new business associates, processors, analysts, and process leads. Your focus will be on handling applications efficiently and accurately, with a strong emphasis on customer satisfaction and regulatory compliance. Risk Assessment: Collaborate closely with the stateside new business and underwriting team to assess and analyze potential risks in insurance applications. Your expertise will provide guidance on complex or high-value cases, ensuring thorough risk assessment. Compliance and Quality Assurance: Ensure strict adherence to regulatory requirements, internal policies, and quality standards specific to the GCC market within all underwriting and new business processes. Stakeholder Management: Engage with stakeholders across departments to streamline the new business process and support business growth objectives effectively. Performance Metrics: Monitor and report on key performance indicators (KPIs) related to new business activities, providing regular updates to senior management. You will also review team members" performance, document progress checks, conduct annual reviews, and make recommendations for merit increases and promotions. Market and Competitor Analysis: Stay informed about market trends and competitor activities within the GCC insurance market. Adjust strategies as needed to remain competitive in the industry. To qualify for this role, you should possess the following qualifications: - Bachelor's degree in finance, Business Administration, Insurance, or a related field. - 5+ years of relevant experience in insurance new business/underwriting roles, preferably within the GCC market. - Minimum 2-3 years of people leadership experience. - Proven leadership experience in managing and developing teams. - Strong understanding of insurance new business, underwriting principles, insurance regulations, and risk management. - Excellent communication and interpersonal skills to engage effectively with internal and external stakeholders. - Proficiency in underwriting software and tools, with strong analytical skills. - Knowledge of the GCC insurance market and its regulatory environment is highly desirable. - Experience in process transition and set up, training and development, as well as quality control and audits for insurance new business & underwriting functions. Preferred qualifications include certifications such as LOMA- ALMI, FLMI, AALU, FALU, III, MBA, and experience in US healthcare, particularly in Life and disability Insurance new business and underwriting functions. Additionally, familiarity with Life and Disability insurance industry product knowledge and underwriting risk selection basics will be advantageous. About Our Company: Ameriprise India LLP has been a trusted provider of client-based financial solutions for 125 years, helping clients plan and achieve their financial objectives. As a part of our team, you will contribute to our focus areas including Asset Management and Advice, Retirement Planning, and Insurance Protection. Join us in an inclusive and collaborative culture that values your contributions and offers opportunities for personal and professional growth. This is a full-time position with working hours scheduled from 8:00 PM to 4:30 AM. If you are a driven professional with a passion for the insurance industry and a dedication to delivering excellent service, Ameriprise India LLP offers you the platform to excel in your career and make a difference in the community. Join us and be a part of a strong ethical company that cares about its employees" growth and success.,

You will be joining Reliance General Insurance Com Limited. as a full-time Financial Advisor. In this role, you will be tasked with delivering financial planning, retirement planning, investment advice, and comprehensive financial advisory services to clients. Your primary location will be in Jamshedpur, with the opportunity for remote work as well. To excel in this position, you should possess skills in financial planning and finance, along with expertise in retirement planning and investments. A strong foundation in financial advisory is crucial, supported by excellent analytical and problem-solving capabilities. Effective communication and interpersonal skills are essential for client interactions. Having relevant certifications such as CFP or CFA would be advantageous. A Bachelor's degree in Finance, Economics, or a related field is required to be considered for this role. If you are looking to contribute to the financial well-being of individuals and help them secure their future and investments, this role at Reliance General Insurance Com Limited. could be the perfect fit for you.,