1,476 Retirement Planning jobs in India

You are invited to join our organization as a Financial Services Representative

The role of the Financial Services Representative is multifaceted and involves providing valuable advice on financial planning to clients. You will be trained to become proficient in this field, which will enable you to generate leads from various sources.

To support successful conversions, we provide sales assistance. Upon conversion, an average commission of 25% of the premium will be paid, along with a regular monthly payout.

Main Benefits:

• No prior knowledge of our brand is required, as clients already trust us.
• You will sell a product that addresses a pressing need – Term plans and Life Insurance.
• This role can be performed full-time or part-time, offering flexibility.
• You can join us while still working at your current job.
• Eligibility: Graduation or Post-Graduation.
• A significant profit margin of 25-30%.
• Work from home and be located anywhere in India.
• No sales targets are set.
• Sales support will be provided.

Challenges:

• This may not be an easy product to sell.
• Effective communication skills are essential, which may take time to develop.

We look forward to welcoming you to our team.

Company Description

The Life Insurance Corporation of India (LIC) is a state-owned life insurance company founded in 1956. Headquartered in Mumbai, Maharashtra, LIC is a key player in the life insurance sector in India, offering a wide range of insurance products including Life Insurance, Pension Plans, ULIPS, Group Schemes, and Micro Insurance. With a vast network of agents and branches, LIC serves a large section of the nation's residential and non-residential population.

Role Description

This is a contract remote role for a Life Insurance Agent at LIC. The Life Insurance Agent will be responsible for insurance sales, finance-related tasks, customer service, and insurance-related duties on a day-to-day basis.

Applications are invited from candidates who reside in Panvel, Navi Mumbai and Mumbai.

Delhi NCR – Hybrid

Axis Max Life Insurance is one of India’s leading life insurance companies, committed to helping individuals secure their financial future. We offer innovative insurance solutions and long-term career opportunities to motivated professionals.

We are looking for enthusiastic and self-motivated individuals to join our team as Financial Insurance Advisors . In this role, you will be responsible for providing personalized insurance solutions to clients, building long-term relationships, and contributing to the company’s growth.

• Identify and reach out to potential customers.
• Understand clients’ financial needs and suggest suitable insurance plans.
• Build and maintain strong client relationships.
• Achieve monthly and quarterly sales targets.
• Stay updated with Axis Max Life products and compliance policies.

HCLTECH Walk-in Drive Banking & Finance 30th September 2025

Walk-in Drive Details:

Location: HCL Technologies Ltd, ETA 3, No 33, Block 1, Sandhya Infocity, OMR, Rajiv Gandhi Salai, Navalur, Chennai

Date: 30th September 2025

⏰ Time: 10:00 AM - 3:00 PM

Contact HR : Sanjay

Role: Payments

Experience : 2 to 6 years

Skills

• Minimum 2 years of experience in payments domain.
• Knowledge on outstanding items to determine if payment was made in order to reconcile or make any necessary adjustments to items.
• Knowledge on Recall, Returns, UTA, BCNR, Charges, Amendments, Rate Adjustments & Aged.
• Knowledge on Inwards Payments, Outward Payments, SEPA & FAR
• Knowledge on Swift Messages 103, 196, 199, 999, 202, 202Cov etc.

Role:Transformation

Job highlights

Collaborate with stakeholders for requirement gathering, translating business problems into technical requirement and implement automation utilities.

Expert in Visual Basic, SQL, Power BI, Excel Automation and hands on experience in Excel functions and formulas.

Experience: 1 – 5 Years

Key Skills

Query Optimization, Business Intelligence, RPA, LCA, MS SQL, Power BI, Big Data, Data Visualization, SQL Server, Visual Bacis, UI Path, Automation Anywhere and Excel Formulas.

Job Description

• Developing the utility tools independently on MS Access and MS Excel platforms.
• Strong Knowledge of Tool Development, End to End Automation and Tool Quality assurance best practices and methodologies.
• Strong Knowledge of MS applications (Excel, Access, PowerPoint, Word, Outlook).
• Strong understanding of different platform tool development and automated tools.
• Strong analytical skills and experience with implementation and administration of Tool quality assurance metrics.
• Automation development knowledge with VBA & SQL.
• Familiar with Excel Functions, Formula, Form Creation.
• Ability to design and build MI reports and dashboards that present accurate MI that is simple and easy to understand
• Works with projects, operations, and technical teams to understand processes and underlying requirement at very granular level to build utility delivery to meet and exceed requirements
• Strong attention to detail and ability to create sustainable automated processes
• Builds in preventative and detective controls to manage risk to accuracy and timeliness of MI developments
• Strong excel skills including VBA, pivots, charts
• Strong Microsoft power BI (or equivalent) and PowerPoint skills
• Strong data ETL and manipulation skills
• Strong SQL and SQL server skills
• Ability to access and extract data from various source systems to transform, manipulate, analyze and Organised and able to meet tight deadlines
• Strong documentation skills to ensure processes are robustly maintained and data is kept up to date
• Works with technical teams to quickly resolve data load issues and get to root cause fixes to prevent recurrence
• Ability to develop sustainable automated solutions that require little or no manual intervention

We Are Hiring: Assistant Manager for a Reputed NBFC

Location: Kadri (Mangalore), Kalidsa Road (Mysore), Koramangala (Bangalore)

About the Role:

Join a reputed NBFC as an Assistant Manager and play a key role in branch operations, sales, and client servicing. You will support the Branch Manager in achieving business targets, driving client acquisition, and ensuring smooth branch functioning.

Key Responsibilities:

• Assist in managing daily branch operations and support achievement of sales and business targets
• Actively participate in acquiring new clients and cross-selling financial and forex products
• Coordinate with teams to ensure compliance with regulatory and company policies
• Help in onboarding customers and resolving queries to ensure excellent customer service
• Maintain records, support reporting, and assist in branch financial management
• Support team leadership and training initiatives to boost branch productivity

Qualifications and Experience:

• Bachelor's degree, preferably with exposure to financial services
• 3+ years of experience in sales or operations in Forex, banking, NBFC, or related sectors
• Strong communication, interpersonal, and analytical abilities
• Willingness to travel and take on responsibilities in a dynamic work environment

Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.

Responsibilities

- Research Ninja …Financial/capital markets, Banking sector, hospitality biz, movie production domain.

- Scheduling meetings with banks, financial institutions, fund partners, biz & project partners.

- Pitching banks for trade facilities, asset distribution, bank limits, pitching State/Central Government for trade schemes, commercial tenders.

- Trade knowledge on production, agri commodities, import – export, letter of credit, contracts, shipping, logistics, government trade policies.

- Well versed with MIS, profit cost analysis, PPT presentations.

- Assisting in Biz development and admin support.

- Maintaining/updating company profiles, websites, digital space.

- Coordinating with inter departments for business matters.

- Coordination on mgt travel, hotel, visa, bookings, making meeting venue arrangements whenever required, domestic/international

- Strong in communication skills, showcase proficiency in active listening, verbal and written communication, feedback delivery and reception, public speaking and presentations, and non-verbal cues like confidence and eye contact.

Qualifications

MBA Finance with mini 2 years experience in funding, accounting, MIS, Banking, Treasury, Capital markets, trade finance.

FINBank, the Neobank and fintech division of JAYSKAY Financial Services, is driven by the mission of "Digital Banking for All". We focus on providing secure, efficient, and inclusive financial services to meet the needs of retail customers and MSMEs. By blending technological innovation, compliance, and customer-centric approaches, we cater to diverse financial needs with customized solutions. Our goal is to improve coverage, accessibility, and customer satisfaction in the financial services sector.

This is a full-time hybrid role for a Branch Manager, primarily based in Mumbai with some work-from-home flexibility. The Branch Manager will be responsible for the overall management of the branch, ensuring efficient operations, business growth, and exceptional customer service. Daily tasks include overseeing staff, managing customer relationships, achieving sales targets, and ensuring regulatory compliance.

• Experience in branch management, staff supervision, and customer relationship management
• Skills in sales management, business development, and achieving targets
• Strong understanding of financial products, risk management, and regulatory compliance
• Excellent leadership, communication, and problem-solving skills
• Ability to work independently and adapt to hybrid work environments
• Bachelor's degree in Finance, Business Administration, or related field
• Previous experience in the banking or financial services industry is a plus

Position: Analyst

Location: Remote. Preference for individuals based in India.

Company Description

KoreFusion is a boutique global Strategy Consulting and M&A Advisory firm that partners with the international fintech, payments and financial services industries. With a presence across North America, Latin America, and Asia, the company works with leading global payments brands, banks venture-backed fintechs, regulators and the investment community including PE & VC funds and corporate development teams.

KoreFusion prides itself on providing high-touch engagements to its clients, who love the creativity and subject matter expertise the company brings to its relationships. Examples of recent engagements include supporting a global payment service provider identify acquisition targets in the U.S. and Latin America, conducting the strategic and business due diligence of a leading fintech that was being acquired by a top-tier U.S. private equity firm, and developing the global omnichannel strategy for one of the world’s largest acquirers.

KoreFusion offers unique insights across two primary business lines:

§ Business and Strategic Advisory Services: KoreFusion works with executive teams of both established companies and venture-backed firms to help them think through their most critical management decisions about business growth and strategic priorities.

Our services include corporate strategy, business unit strategy, new product development and launch, build/buy/partner analysis, market expansion and go-to-market strategy and board support, among others.

§ M&A Advisory Services: KoreFusion works with investors when conducting analysis and due diligence on investments and acquisitions in the payments and financial technology industries.

Our services include business and strategic due diligence, competitive intelligence, sell-side preparation, IPO Support, target identification, and post-acquisition strategy, among others.

Position Description

KoreFusion is looking for an Analyst with 1-2 years of prior experience in consulting and strategy, ideally with exposure to the Financial Services and Tech industries that is looking for more specialization, more global exposure, and a more entrepreneurial opportunity with a growing global strategy firm.

The candidate will be expected to:

· Support on research activities and external industry interactions

• Conduct qualitative and quantitative research on market trends, economic indicators, and competitive landscapes in fintech, payments, and banking.
• Provide quick-turnaround research support for client presentations and reports.

· Data organization and analysis:

• Compile, clean, and structure data into usable spreadsheets and databases.
• Summarize findings into fact-based reports, tables, and charts that can be used in client projects.

· Providing insights and guidance on client engagements in proximity with the project team.

· Manage appropriate times and deliver by deadlines.

· Support the firm’s development of intellectual capital.

· Produce high quality client-ready presentation material, including but not limited to PowerPoint slides and Excel workbooks.

· Travel on minimal notice: 10%-30% travel may be required.

Desired Attributes/Qualifications include:

· Education: Undergraduate degree in Economics, Business, Finance, Data Science, Statistics, International Relations, or a related field.

· Experience: 1-2 years of prior experience in Consulting and Strategy, ideally with exposure to the Financial Services and Tech industries. Relevant internships, coursework, or research experience in business, finance, or data analysis is a plus as well.

· Language Fluency: Fluency in English;
fluency in additional languages is a plus.

· Technical Skills:

• Proficiency in Excel or Google Sheets (sorting, pivot tables, basic formulas).
• Ability to navigate and extract information from databases, government reports, and industry research.
• Experience with data visualization tools (PowerPoint, Tableau, or Google Data Studio) is a plus.

· Analytical Thinking: Ability to interpret and organize complex datasets and extract key insights.

· Research Skills: Strong ability to find, verify, and document reliable facts and figures from online sources.

· Attention to Detail: High accuracy in fact-checking and data validation.

· Communication Skills: Ability to summarize data findings clearly and concisely.

· Cultural Fit: Curious, proactive, eager to learn, and comfortable working in a fast-paced, global environment.

KoreFusion is proudly an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, abilities, veteran status, or any other characteristic. We believe that diversity and inclusion are essential for our success and innovation.

Don’t meet every single requirement? Studies show men often apply for roles when they meet only 60% of the criteria, while women and other underrepresented groups may hesitate unless they meet all of them. If you're excited about this role but don't meet every qualification, we still encourage you to apply. You could be the right fit for this role—or another on our team.