NPS & Retirement Analyst

NPS & Retirement Analyst – OngoleBulls Invest Pvt Ltd

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🔵 Role Summary

NPS & Retirement Analyst

financial advisory, regulatory compliance, analytics, and client engagement

🔵 Key Responsibilities

1. NPS Advisory & Analysis

• Analyse NPS portfolios, asset allocation, and risk profiles
• Suggest suitable schemes and allocation strategies based on guidelines
• Prepare retirement benefit projections & tax optimisation plans
• Support clients with Tier I & Tier II queries

2. Corporate NPS Support

• Assist in onboarding companies under Corporate NPS
• Help conduct employee awareness sessions
• Coordinate with PFRDA intermediaries, POPs, CRAs

3. Operations & Compliance

• Ensure adherence to PFRDA regulations
• Maintain accurate records of client interactions
• Support with KYC, documentation & account activation

4. Research & Reporting

• Track updates from PFRDA, CRAs, and pension funds
• Summarize changes in regulations, scheme performance
• Prepare dashboards, MIS, and internal reports
• Monitor macro trends impacting retirement planning

5. Client Interaction

• Assist Relationship Managers with NPS client servicing
• Handle account statements, contribution changes, switches
• Resolve client queries via phone, email & WhatsApp

🔵 Required Qualifications & Certifications

Education

• B.Com / BBA / MBA / PGDM in Finance
• Economics, Statistics, Actuarial Science preferred but not mandatory

Certifications (any ONE mandatory, more preferred):

NISM-Series-X-A: Investment Adviser (Level 1)

NISM-Series-X-B: Investment Adviser (Level 2)

NISM Retirement Adviser Module (if undertaken)

IRDAI-Life or Health License

🔵 Skills Required

• Strong understanding of retirement planning concepts
• Good analytical ability (Excel, projections, dashboards)
• Knowledge of NPS structure, fund choices, tax benefits
• Communication & client-handling skills
• Basic financial modelling preferred

🔵 Benefits

• Work directly with Corporate NPS & Advisory Leadership
• Fast-track growth into

  NPS Specialist / Pension Consultant

• Sponsorship for NISM certifications & PFRDA compliance programs
• Competitive salary + incentives
• Rapid expansion opportunities as OngoleBulls builds its PFRDA vertical

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