NPS & Retirement AnalystOngoleBullsย โขย Nagpur, IN
NPS & Retirement Analyst
OngoleBullsย โขย Nagpur, IN
9 hours ago
Job descriptionAssist in onboarding companies under Corporate NPS Help conduct employee awareness sessions Coordinate with PFRDA intermediaries, POPs, CRAs Ensure adherence to PFRDA regulations Maintain accurate records of client interactions Support with KYC, documentation & account activation 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 Assist Relationship Managers with NPS client servicing Handle account statements, contribution changes, switches Resolve client queries via phone, email & WhatsApp B.Com / BBA / MBA / PGDM in Finance Economics, Statistics, Actuarial Science preferred but not mandatory 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 (optional advantage) 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 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
โญ NPS & Retirement Analyst โ OngoleBulls Invest Pvt Ltd Position : NPS & Retirement Analyst Location : Hyderabad Experience : 0โ3 years Department : Corporate NPS & Retirement Solutions ๐ต Role Summary
The NPS & Retirement Analyst will support individual and corporate clients in understanding, planning, and optimizing their National Pension System (NPS) investments and retirement strategies.
This role combines financial advisory, regulatory compliance, analytics, and client engagement , making it ideal for candidates looking to build a strong career in pension advisory.
๐ต 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
3. Operations & Compliance
4. Research & Reporting
5. Client Interaction
๐ต Required Qualifications & Certifications
Education
Certifications (any ONE mandatory, more preferred) :
These certifications align with PFRDA expectations and strengthen advisory credibility. ๐ต Skills Required
๐ต Benefits
๐ฉ Apply Now
Email : hr@ongolebullsinvest.com
Location : Manjeera Majestic Commercial Building, JNTU Hyderabad
#NPS #RetirementPlanning #InvestmentAdvisory #WealthManagement #NISM #FinanceJobs #NISMCertified #PensionSolutions #InvestmentAnalyst #FinanceFreshers #HyderabadJobs #OngoleBullsInvest
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