115 Retirement Planning Jobs

As a Financial Consultant at our company located in Howrah, you will play a crucial role in delivering comprehensive financial planning, investment advice, and retirement planning services to our valued clients. Your responsibilities will include analyzing the financial status of clients, crafting customized financial plans, staying updated on market trends, and recommending appropriate financial products to meet their needs. Building and nurturing long-term relationships with clients and ensuring adherence to financial regulations will also be key aspects of your role. To excel in this position, you should bring a solid background in Financial Planning and Finance, coupled with a deep understanding of Investments and Retirement Planning. Strong analytical skills, excellent interpersonal abilities, and effective communication skills are essential for success in this role. You must be comfortable working both independently and as part of a collaborative team, demonstrating a high level of professionalism at all times. Ideally, you will hold a Bachelor's degree in Finance, Economics, or a related field. Possessing a certification in financial planning such as CFP or other relevant certifications will be advantageous. A thorough grasp of financial regulations and compliance requirements is crucial to ensure that our services uphold the highest standards. If you are passionate about helping clients achieve their financial goals, enjoy staying abreast of market developments, and possess the qualifications and skills mentioned above, we invite you to apply for this exciting opportunity to make a meaningful impact as a Financial Consultant.,

As a Financial Advisor at our company, you will be responsible for providing expert financial guidance to clients to help them achieve their financial goals. Your role will involve conducting comprehensive financial assessments, developing personalized financial plans, and staying updated on market trends and regulatory changes. Building strong relationships with clients through effective communication and educating them on financial products will be a key part of your job. You should have proven experience in financial planning or a related field, along with a strong understanding of investment products, retirement planning, tax optimization, and estate planning strategies. Excellent interpersonal skills, analytical abilities, and attention to detail are essential for assessing complex financial situations. Relevant qualifications or certifications in finance or investment management will be advantageous, and a commitment to ongoing professional development is expected. If you are passionate about helping individuals secure their financial future and possess the necessary skills and qualifications, we encourage you to apply for this rewarding opportunity. This is a full-time, permanent position that requires working in person.,

As a Financial Planner at Investmart Solutions in Nashik, you will be responsible for offering financial planning services, income replacement solutions, retirement planning, and investment advice. Your role will involve providing financial advisory services to clients part-time or on a freelance basis. To excel in this role, you must possess strong financial planning and finance skills, with expertise in retirement planning and investments. Experience in delivering financial advisory services is essential, along with excellent analytical and problem-solving abilities. Effective communication and interpersonal skills are also crucial for this position. Ideally, you should hold a Bachelor's degree in Finance, Economics, or a related field. Previous experience in the insurance sector would be advantageous for this role. If you are looking to apply your financial expertise and help clients achieve their financial goals, this position offers an exciting opportunity to contribute to the success of Investmart Solutions.,

You will be working as a full-time Financial Advisor at R&V Teleperformance Pvt Ltd, situated in Lucknow. Your primary responsibilities will include offering expert financial guidance to clients regarding financial planning, retirement planning, and investment management. You will be tasked with creating customized financial plans, conducting regular reviews of financial goals, keeping abreast of the latest trends and regulations in the financial industry, and meeting with clients to understand their financial objectives while presenting suitable options. To excel in this role, you should possess expertise in Financial Planning and Financial Advisory, proficiency in Investments and portfolio management, experience in Retirement Planning and designing retirement strategies, strong analytical abilities to evaluate financial markets, excellent communication skills, and interpersonal skills. You should be capable of working effectively under pressure, meeting deadlines, and holding relevant certifications like CFP (Certified Financial Planner) would be advantageous. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is also required.,

As a Senior Vice President at Exela, you will play a pivotal role in driving business process automation and digital transformation solutions to enhance quality, productivity, and end-user experience for our global customer base. With our decades of expertise in operating mission-critical processes, Exela serves a diverse portfolio of over 4,000 customers across 50 countries, including prestigious Fortune 100 companies. You will be part of a dynamic team that leverages foundational technologies in information management, workflow automation, and integrated communications to deliver innovative software and services tailored to various industries. Your responsibilities will include overseeing multi-industry department solution suites in finance & accounting, human capital management, legal management, as well as industry-specific solutions for banking, healthcare, insurance, and public sectors. At Exela, we prioritize the health and wellness of our employees. You will have access to comprehensive health and wellness plans, including medical, dental, and vision coverage for yourself and eligible family members. We also offer paid time off, commuter benefits, and supplemental income protection options such as short-term insurance coverage. Additionally, a 401(k) retirement savings plan is available to help you secure your financial future, along with access to financial wellness resources and retirement planning services. Exela values diversity and inclusivity, and we welcome applicants from all backgrounds, including transitioning military members, veterans, reservists, National Guard members, military spouses, and their family members. Regardless of your military rank or specialty, your unique skills and experiences will be considered in our hiring process. Join Exela as a Senior Vice President and be part of our mission to drive digital innovation and operational excellence on a global scale.,

As a Financial Planner at Intraday Match, your primary responsibility will be to develop personalized financial plans for clients based on their financial goals and risk tolerance. You will provide guidance on retirement planning, including investment strategies and income projections. Additionally, you will evaluate and recommend insurance products to protect clients" assets and mitigate risks. Your role will also involve assisting clients in estate planning to ensure their assets are distributed according to their wishes. You will be responsible for recommending and managing mutual fund investments based on clients" objectives. Furthermore, you will create education savings plans to help clients fund their children's higher education. Monitoring and adjusting investment portfolios to align with changing market conditions and client needs will be a crucial part of your responsibilities as a Financial Planner at Intraday Match. If you possess strong skills in Financial Planning, Retirement Planning, Insurance Planning, Estate Planning, Mutual Fund Planning, Education Planning, and Investment Planning, and are looking for a Full-Time role based in Vadodara, then this opportunity may be the perfect fit for you.,

This position is responsible for performing vendor security assessments, analyzing risks, and processing exceptions to security standards and PEEP requests. The increasing regulatory and audit oversight of these critical activities emphasizes the importance of continued execution of these tasks. The key responsibilities of this role include conducting risk analysis, reporting metrics, and providing business support. This entails collaborating with business partners, leadership, vendor management, IT leaders, and staff. The position plays a crucial role in ensuring that vendor security assessments are conducted as required, meeting Ameriprise's regulatory obligations, capturing necessary requirements, ensuring timely responses, escalating issues as necessary, and reporting risks and security results to leaders. It also involves integrating these processes with CTI and managing the workload effectively. Additionally, the position is responsible for ensuring that exceptions are reported, escalated, addressed promptly, and consistently to reflect risks accurately, prevent them from becoming idle, and meet regulatory obligations. The candidate must be willing to work in the evening shift from 4:45 pm to 1:15 am and demonstrate the ability to work under pressure and coordinate with offshore/onshore teams. Required qualifications for this role include a degree in computer science, engineering, IT, or an equivalent technical field. Preferred certifications include ISO-27001, CISA, and CISM. Preferred qualifications entail in-depth knowledge and 2-4 years of experience working in the Global Risk and Compliance domain. Strong communication skills are essential for interacting with users globally on Information Security best practices, exceptions, assessments, and audit modules. Additional certifications such as ISO-27001, CISA, and CISM are considered advantageous. Ameriprise India LLP has been offering client-based financial solutions for 125 years, helping clients plan and achieve their financial objectives. As a U.S.-based financial planning company headquartered in Minneapolis with a global presence, the firm focuses on Asset Management and Advice, Retirement Planning, and Insurance Protection. Join a collaborative and inclusive culture that values your contributions and offers opportunities to work with talented individuals who share your dedication to excellence. This is an opportunity to make a difference both in the office and the community while working for an ethical company that cares. This is a full-time position with working hours from 4:45 pm to 1:15 am in the India Business Unit under the AWMP&S President's Office. The job family group is Technology.,

You will be joining Insurance and Finance Pvt Ltd. in a full-time hybrid role as a Financial Planner based in Bijapur, with the flexibility of working partially from home. As a Financial Planner, your primary responsibility will be to create comprehensive financial plans for clients, offer personalized financial planning services, and assist clients in their retirement planning endeavors. Your duties will involve evaluating the financial status of clients, suggesting suitable financial products and services, and nurturing lasting client relationships to ensure the achievement of their financial objectives. To excel in this role, you should possess strong competencies in Financial Planning, Personal Financial Planning, and Retirement Planning. A Certified Financial Planner certification would be highly valued. A solid foundation in Finance and relevant financial services, exceptional analytical and problem-solving abilities, outstanding interpersonal and communication skills, and the capacity to work effectively both independently and collaboratively are essential. Prior experience in the insurance and finance sector is beneficial. A Bachelor's degree in Finance, Economics, Business, or a related discipline would be advantageous for this position. If you believe you meet the qualifications and are enthusiastic about providing financial guidance and support to clients, we encourage you to apply for this exciting opportunity. For further details and to start the application process, please contact HR at Insurance and Finance Pvt Ltd., represented by Vikram D at 8108309971.,

Genpact is a global professional services and solutions firm dedicated to delivering outcomes that shape the future. With over 125,000 employees spread across 30+ countries, we are driven by curiosity, entrepreneurial agility, and the desire to create lasting value for our clients. Our purpose is to pursue a world that works better for people, serving and transforming leading enterprises, including the Fortune Global 500, through our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. We are currently seeking applications for the role of Assistant Vice President Wealth Operations. As the Assistant Vice President, you will play a crucial role in providing strategic direction and leadership for the Capital Markets and Wealth Management operations, ensuring alignment with the overall business objectives. Your responsibilities will include collaborating with executive leadership to develop and execute plans for optimizing wealth operations efficiency. You will articulate and tailor the value proposition based on client needs and Genpact's differentiation. Leveraging your in-depth knowledge of capital markets, you will drive innovative solutions and identify opportunities for business growth. Staying abreast of market trends, regulatory changes, and emerging technologies affecting the industry will be essential. Furthermore, you will lead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement. You will harness digital tools and technologies to enhance trade operations, driving transformation by implementing automation and data analytics solutions. Collaboration for new deal processes, including solutioning, pricing, due diligence, transition, and stabilization, will be a key aspect of your role. Additionally, you will drive digital transformation initiatives within the wealth operations domain and serve as a senior partner concern point for resolving customer and internal issues. The qualifications we seek in you include proven experience in a leadership role within wealth management operations, a strong understanding of investment products and financial instruments, exposure to Global Plus Wealth Management Application, and a Bachelor's degree in finance, business administration, or a related field. You should have experience with areas of Wealth Operations such as Reconciliation, Global Trades, Domestic Trades, Asset Servicing, Asset Transition, and Statement Processing. Moreover, familiarity with financial regulations and compliance requirements relevant to wealth management operations, diverse investment strategies, wealth planning concepts, and implementing compliance frameworks within wealth management processes will be crucial. If you are a dynamic professional with the required qualifications and skills, we invite you to join us in shaping the future of wealth operations at Genpact. Job Details: - Designation: Assistant Vice President - Primary Location: India-Pune - Education Level: Bachelor's / Graduation / Equivalent - Job Posting Date: Sep 26, 2024, 8:27:15 AM - Unposting Date: Oct 26, 2024, 1:29:00 PM - Job Category: Full Time - Master Skills List: Operations,

Company Description We suggest you enter details here. Role Description This is a full or part time role for a Guaranteed and Retirement Income Planner at Life Insurance Corporation of India (LIC). The role is hybrid, based in Coimbatore, Tiruppur, Pollachi, with some work-from-home flexibility. Key responsibilities include providing comprehensive financial advice to clients, developing customized retirement income plans, performing detailed financial analyses, and preparing reports. The role also involves keeping abreast of the latest market trends and regulatory changes, and communicating complex information in a clear and concise manner to clients. Qualifications Financial Planning, Wealth Management, and Retirement Planning skills Analytical skills for financial analysis and planning Communication skills, both verbal and written, for client interaction and report preparation Knowledge of current financial regulations and market trends Excellent customer service and interpersonal skills Strong problem-solving skills and attention to detail Ability to work independently and as part of a team in a hybrid environment Bachelor&aposs degree in Finance, Economics, Business, or a related field Professional certification such as CFP (Certified Financial Planner) or similar is a plus Show more Show less

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.,