Naman Jadli

Business Development Executive

New Delhi, Delhi, India8 yrs 4 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Lead Consultant in Retirement Income strategies.
  • Strong background in Financial Planning and Analysis.
  • Experienced in on-site financial services roles.
Stackforce AI infers this person is a Financial Services professional with expertise in Retirement Planning and Financial Analysis.

Contact

LinkedIn

Skills

Core Skills

Retirement PlanningFinancial PlanningFinancial Planning And Analysis (fp&a)

Other Skills

Analysis (FP&A)Accounting

Experience

8 yrs 4 mos
Total Experience
4 yrs 2 mos
Average Tenure
5 yrs 5 mos
Current Experience

Ameriprise financial services, llc

2 roles

Senior Business Analyst

Promoted

Feb 2025 – Present · 1 yr 2 mos · Gurugram, Haryana, India · On-site

Retirement Planning

Financial Planning Analyst

Nov 2020 – Feb 2025 · 4 yrs 3 mos · Gurugram, Haryana, India · On-site

Financial PlanningAnalysis (FP&A)Financial Planning and Analysis (FP&A)

Natwest group

Customer Service Associate

Nov 2017 – Oct 2020 · 2 yrs 11 mos · Gurugram, Haryana, India · On-site

Education

Delhi University

Mcom — Accounting and Finance

May 2019 – Apr 2021

Sri Aurobindo College

Bachelor of Commerce - BCom — Accounting and Finance

May 2014 – Apr 2017

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