285 Retirement Planning Jobs - Page 7

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 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 Responsible in handling monetary and non-monetary transactions ...

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...

As a Financial Consultant at our company located in Palanpur, you will be responsible for providing financial planning services, managing investments, and offering retirement planning advice to clients. Your day-to-day activities will include meeting with clients to understand their financial objectives, analyzing financial data, developing comprehensive financial plans, and recommending suitable investment opportunities. Additionally, you will be required to conduct market research, keep abreast of financial regulations and trends, and provide expert advice to clients. To excel in this role, you must possess strong skills in financial planning, investments, and retirement planning. Your fin...

As a Growth Associate, you will play a key role in driving PensionBox's growth strategies. This position presents an exciting opportunity for recent graduates to gain knowledge, grow professionally, and contribute to the expansion of our customer base. Your responsibilities will involve promoting our pension solutions, identifying growth prospects, and executing strategies to engage clients effectively. You will be tasked with conducting market research to pinpoint potential growth opportunities, target markets, and industry trends. Additionally, you will assist in the identification and qualification of leads within specific segments. Your role will also include supporting the creation and ...

As an international bank with a history spanning over 170 years, Standard Chartered is committed to making a positive impact on our clients, communities, and employees. We are continuously looking for individuals who are passionate about driving commerce and prosperity through our unique diversity. If you are someone who questions the status quo, thrives on challenges, and seeks opportunities for growth, then we want to hear from you. At Standard Chartered, we believe in doing the right thing by putting the client at the heart of everything we do. We encourage our employees to challenge each other, act with integrity, and always strive for improvement and innovation. By working together, we ...

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 under...

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 interp...

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 d...

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...

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 ...

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 c...

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 requ...

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, P...

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 cruci...

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, Wealt...

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...

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 l...

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 custom...

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\tr...

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