198 Retirement Planning Jobs

Perform audits of Employee Benefit Plans in accordance with GAAS, ERISA&DOL regulation Review plan documents, trust statements, Form 5500, and compliance testing Conduct walkthrough&testing of plan controls, contributions,benefit payment Required Candidate profile 3 yr exp EBP audits (401(k), pension plans, health & welfare plans) Knowledge ERISA, DOL, IRS, and GAAP Updated with EBP audit standards, SEC&PCAOB requirement Prepare financial statement&compliance

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interpersonal, networking, and relationship-building skills. Excellent communication and listening abilities with the knack for simplifying complex financial concepts. Professional demeanor with confidence in client interactions and presentations. Sound financial and analytical skills to understand and address client financial goals. Ability to work under pressure and remain compliant with internal processes and regulatory norms. Target-oriented with a keen eye for opportunities to increase profitability. Strong documentation and compliance adherence capabilities. Desired Candidate Profile: Experience: 7-12 years in Wealth Management, Financial Planning, and Investment Advisory. Certifications: Possession of relevant certifications (e.g., NISM, CFP) is preferred. Product Knowledge: In-depth exposure to Mutual Funds, PMS, AIFs, Insurance, FDs, etc. Track Record: Proven success in AUM acquisition and relationship management. Minimum AUM Handled: 30 Cr

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interpersonal, networking, and relationship-building skills. Excellent communication and listening abilities with the knack for simplifying complex financial concepts. Professional demeanor with confidence in client interactions and presentations. Sound financial and analytical skills to understand and address client financial goals. Ability to work under pressure and remain compliant with internal processes and regulatory norms. Target-oriented with a keen eye for opportunities to increase profitability. Strong documentation and compliance adherence capabilities. Desired Candidate Profile: Experience: 7-12 years in Wealth Management, Financial Planning, and Investment Advisory. Certifications: Possession of relevant certifications (e.g., NISM, CFP) is preferred. Product Knowledge: In-depth exposure to Mutual Funds, PMS, AIFs, Insurance, FDs, etc. Track Record: Proven success in AUM acquisition and relationship management. Minimum AUM Handled: 30 Cr

Perform audits of Employee Benefit Plans in accordance with GAAS, ERISA&DOL regulation Review plan documents, trust statements, Form 5500, and compliance testing Conduct walkthrough&testing of plan controls, contributions,benefit payment Required Candidate profile 3 yr exp EBP audits (401(k), pension plans, health & welfare plans) Knowledge ERISA, DOL, IRS, and GAAP Updated with EBP audit standards, SEC&PCAOB requirement Prepare financial statement&compliance

Perform audits of Employee Benefit Plans in accordance with GAAS, ERISA&DOL regulation Review plan documents, trust statements, Form 5500, and compliance testing Conduct walkthrough&testing of plan controls, contributions,benefit payment Required Candidate profile 3 yr exp EBP audits (401(k), pension plans, health & welfare plans) Knowledge ERISA, DOL, IRS, and GAAP Updated with EBP audit standards, SEC&PCAOB requirement Prepare financial statement&compliance

Role & responsibilities The Group Protection LoB under EB&RS function is responsible for sales of Group Term Insurnace Solutions to Corporates directly as well as through Intermediaries. The engagement during sales is with the placement as well as Sales professionals of the major Broking houses, and dealing with top finance & HR officers in the corporates. This is one of the fastest growing businesses in Pramerica Life and offers a huge potential for individual growth. Key Responsibilities: Business delivery primarily through direct and Intermediary sales B2B Direct Sales: Build a prospect base of clients through active networking, reference building and cross-selling by collaborating with cross-functional teams Intermediary Management: Building and managing the relationship with the key stake holders at Intermediaries end. Intermediaries include Brokers, Corporate Agents & HNI Agents. Provide market intelligence and updates on competition activities Provide MIS and Reports for periodic reviews Preferred candidate profile Preferably MBA with 2+ years of overall experience, experience in B2B Sales in Financial Services added advantage. Industry Segments Preferred: Corporate Salary & TASC in Banking, Group Term Insurance in Life Insurance, Institutional Business in Mutual Funds, Business Banking, Employee Benefit Sales in BFSI, B2B Sales in Insurance Broking 1. Managed B2B direct sales of Employee Benefits Solutions in Insurance (Life or General) : Group Term Life, EDLI, Group Gratuity, Group Medical, Group Personal Accident plans Or 2. Managed B2B sales in Liability Sales in Banks - Corporate Salary, Trust and Societies Or 3. Managed B2B Sales in Insurance Broking : Life and/or Non-Life Excellent communication, negotiation skills & interpersonal skills

Role & responsibilities Preferred candidate profile

Roles and Responsibilities Provide exceptional client service by understanding clients' needs, building strong relationships, and delivering tailored solutions. Conduct comprehensive retirement planning analysis using tools like Defined Contribution, 401K, IRA, Retirement Benefits to identify opportunities for improvement. Collaborate with internal teams to ensure seamless execution of plans and provide ongoing support to clients. Stay up-to-date with industry trends and regulatory changes to maintain expertise in retirement planning. Desired Candidate Profile 1-6 years of experience in financial services or a related field. Strong knowledge of defined contribution/defined benefit pension plans, 401(k) plans, individual retirement accounts (IRAs), retirement benefits administration. Proficiency in creating detailed reports using various software applications such as [list specific software]. Excellent communication skills with ability to articulate complex concepts simply. US Shift Both side cab and meal.

Role: Process Lead/Assistant Manager Exp: 6+ years Team Handling Experience Must Skills: Good excel knowledge Budget: 14 LPA Qualification: Graduate Shift : US Shifts(9:30PM-7AM) Location: Bangalore

Role: Process Lead/Assistant Manager Exp: 6+ years Must have : 401K DC/DB record keeping operations & US Retirement Experience. Package : 14 LPA Qualification: Graduate Shift : US Shifts(9:30PM-7AM) Location: Bangalore

You will be undertaking a full-time on-site role as an Insurance Financial Advisor based in Sangli. Your main responsibilities will include offering expert advice to clients on financial planning, retirement planning, insurance, and investment options. This will involve conducting client meetings to assess their financial objectives, creating tailored financial plans, suggesting insurance products, and managing investment portfolios. Additionally, you will need to stay informed about market trends and ensure adherence to regulatory guidelines. To excel in this role, you should possess skills in Financial Planning, Retirement Planning, and Finance, along with practical experience and expertise in Insurance and Investments. Strong analytical and problem-solving abilities are required, as well as excellent interpersonal and communication skills. The capacity to work autonomously and collaboratively within a team is essential. Prior experience in financial advisory or a related field would be advantageous, along with any relevant certifications or licenses in financial planning or insurance. A Bachelor's degree in Finance, Business, Economics, or a related discipline is preferred.,

Job Title: Assistant Sales Manager Job Summary: We are seeking a highly motivated and results-driven sales professional to join our team at HDFC Life. The ideal candidate will have a minimum of 0.6 year of sales experience, a proven track record of achieving sales targets, and excellent communication skills. Key Responsibilities: Manage front line sales of Retirement and Pension solutions to corporate, retail and individual retirees. Develop and maintain partnerships and alliances to drive sales. Provide financial consulting services to clients. Manage stakeholders and build strong relationships. Sell Retirement and Pension solutions to corporate, retail and individual clients Develop and implement sales strategies to achieve business objectives. Analyse market trends and competitor activity. Collaborate with cross-functional teams to drive business growth. Identify and capitalize on new business opportunities. Meet and exceed sales targets. Develop and maintain knowledge of Retirement and Pension products and services. Desired Skills and Experience: 1. Minimum 0.6 year of sales experience in the insurance industry or a related field (BFSI) 2. Proven sales track record, with a consistent achievement of sales targets. 3. Excellent communication and interpersonal skills 4. Strong product knowledge and understanding of insurance products and concepts. 5. Ability to work in a fast-paced environment and adapt to changing circumstances. Education: 1. Graduation in any discipline from a recognized university. What We Offer: 1. Competitive salary* and incentives. 2. Opportunities for career growth and development. 3. Comprehensive training programs* to enhance sales skills and product knowledge. 4. Recognition and rewards* for outstanding performance. If you are a motivated and results-driven sales professional looking for a challenging and rewarding role, please apply with your resume and a cover letter. Drop your CV at tiwarianubhav574@hdfclife.com OR Whatsapp at 7388625874

Job Title: Assistant Sales Manager Job Summary: We are seeking a highly motivated and results-driven sales professional to join our team at HDFC Life. The ideal candidate will have a minimum of 0.6 year of sales experience, a proven track record of achieving sales targets, and excellent communication skills. Key Responsibilities: Manage front line sales of Retirement and Pension solutions to corporate, retail and individual retirees. Develop and maintain partnerships and alliances to drive sales. Provide financial consulting services to clients. Manage stakeholders and build strong relationships. Sell Retirement and Pension solutions to corporate, retail and individual clients Develop and implement sales strategies to achieve business objectives. Analyse market trends and competitor activity. Collaborate with cross-functional teams to drive business growth. Identify and capitalize on new business opportunities. Meet and exceed sales targets. Develop and maintain knowledge of Retirement and Pension products and services. Desired Skills and Experience: 1. Minimum 0.6 year of sales experience in the insurance industry or a related field (BFSI) 2. Proven sales track record, with a consistent achievement of sales targets. 3. Excellent communication and interpersonal skills 4. Strong product knowledge and understanding of insurance products and concepts. 5. Ability to work in a fast-paced environment and adapt to changing circumstances. Education: 1. Graduation in any discipline from a recognized university. What We Offer: 1. Competitive salary* and incentives. 2. Opportunities for career growth and development. 3. Comprehensive training programs* to enhance sales skills and product knowledge. 4. Recognition and rewards* for outstanding performance. If you are a motivated and results-driven sales professional looking for a challenging and rewarding role, please apply with your resume and a cover letter. Drop your CV at tiwarianubhav574@hdfclife.com OR Whatsapp at 7388625874

As an international bank with a history spanning over 170 years, Standard Chartered is dedicated to making a positive impact on our clients, communities, and employees. We are constantly challenging the status quo, seeking new opportunities for growth, and striving to make a difference in everything we do. If you are looking for a purpose-driven career with a bank that values diversity and inclusion, we would love to hear from you. At Standard Chartered, we celebrate individual talents and are eager to see how your unique skills can contribute to our mission. Our core purpose is to drive commerce and prosperity through our diverse workforce, while our brand promise is to be here for good. These commitments are reflected in the way we conduct ourselves and the values we uphold. When you join our team, you will witness our dedication to doing the right thing, continuous improvement, and the power of collaboration. We offer a range of benefits to support our employees" well-being and career development, including: - Core bank funding for retirement savings, medical and life insurance - Flexible and voluntary benefits in select locations - Generous time-off policies, including annual leave, parental/maternity leave, sabbatical, and volunteering leave - Flexible working options that cater to both home and office locations - Proactive well-being support through digital platforms and mental health resources - A continuous learning culture with opportunities for growth and development - An inclusive and values-driven environment where diversity is celebrated and respected If you are passionate about making a difference in the world of banking and want to be part of a team that values your unique perspective, Standard Chartered is the place for you. Join us in building a better future together. To explore career opportunities with us, visit www.sc.com/careers.,

About The Role Skill required: Voice - Customer Service Designation: Customer Contact Comms Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.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. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.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 processKeep 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 controlLooking for a candidate who is good in communication and has good knowledge on metrics of Customer SupportNature 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 minuteEducational ProfileAny graduate from Govt. recognized universitiesExperience ProfilePrior international BPO work experience preferredFreshers acceptableNon-BPO work experience would be irrelevant 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

About The Role Skill required: Omnichannel - Service Desk Voice Support Designation: Customer Contact Comms Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.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. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com What would you do? Provide high quality Tier 1 Customer Support service to Customers with complete focus on 100% issue resolution and 100% customer satisfaction. Adhere to Client defined as well as internally defined processes and procedures while handling Inbound calls emails & chats Follow standard procedures for proper escalation of unresolved issues to the appropriate internal teams Strive and achieve SLA target and business outcome indicators defined by the client Job Responsibilities / Authorities Receive inbound Calls/Emails/Chats and ensure that cases and interactions are logged correctly in the ticketing tool Walk customers/ Provide navigational support on self service portal Ensure security verifications are carried out per company policies and procedures and is lines with the GDPR guidelines Place outbound calls to customers when required in line with Client / Company guidelines Work productively whilst maintaining exceptional call/data quality standards in line with targets Contribute to the team through open and regular communication with peers / supervisors Adhere to all company or departmental policies and procedures (personnel and operational) Keep the process repositories like DTPs, Knowledgebase, SharePoint updated with the current process Maintain regular and punctual attendance in line with company policies and procedures Minimise customer complaints and escalations by providing exceptional service and call control Recording, diagnosing, troubleshooting, resolving or assigning incidents and service requests based on defined scope of support. Manage unplanned interruptions to restore normal service operations as quickly as possible for voice interactions. What are we looking for? Nature of HR queries to be dealt withProvide recruitment and onboarding support to new employees Updating personal records (Address, Name, emergency contact details) of the employees Helping 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 employment Helping hiring managers in the recruitment process Manage employee grievance queries Administer or change benefits, health plans, retirement plans, etc. Knowledge & Skill Requirement Ability 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 Explorer Good technical aptitude with an ability to learn quickly Excellent verbal and written communication skills Typing speed 50 words per minute Educational Profile Any graduate from Govt. recognized universities Experience Profile Prior international BPO work experience preferred Freshers acceptable Non-BPO work experience would be irrelevant Personal Attributes Able to work on a flexible basis as determined by the business needs Ability to work under pressure Team worker Positive Attitude Quick Learner Punctual and Disciplined Good Communication skills Customer Focussed Results driven High standards of Integrity Attention to detail Working 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

About the Role: Grade Level (for internal use): 08 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 facilitates the implementation of new environmental markets, helping existing markets evolve and mature, enabling connectivity between markets and fostering data transparency and efficiency. The successful candidate will work in the Energy Transition, Sustainability & Services at Commodity Insights reporting directly to the Manager, Program Operations. Assist in the review of processes, operational procedures, workflows and documentation requirements. Provide input and feedback in the design and on-going revision of our processes. Assist the team in invoice billing; this gives the candidate exposure to our invoicing system and related processes, including reconciliations of account activity Development of appropriate training materials and presentations; conducting training for program participants. Establish and maintain relationships with key customers What Were Looking For Required Skills: Bachelors Degree; environmental/sustainability discipline is a plus Excellent computer skills (MS Excel, Word, PowerPoint); Knowledge of Automation tools/AI is a plus. Working in an operational environment with a focus on customer service and operational process improvements (2-3 years of experience) Data analysis & mapping is a plus Commercial awareness Exposure to carbon markets, environmental markets and commodity markets. Personal competencies Personal Impact Energetic, self-motivated and pro-active team player Strong work ethic, attention to detail Client-service oriented Excellent Communication and presentation skills, both written and oral About S&P Global Commodity Insights At S&P Global Commodity Insights, our complete view of global energy and commodities markets enables our customers to make decisions with conviction and create long-term, sustainable value. Were a trusted connector that brings together thought leaders, market participants, governments, and regulators to co-create solutions that lead to progress. Vital to navigating Energy Transition, S&P Global Commodity Insights coverage includes oil and gas, power, chemicals, metals, agriculture and shipping. S&P Global Commodity Insights is a division of S&P Global (NYSESPGI). S&P Global is the worlds foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the worlds leading organizations navigate the economic landscape so they can plan for tomorrow, today.For more information, visit http://www.spglobal.com/commodity-insights . Whats In It For You Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technologythe right combination can unlock possibility and change the world.Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed to thrive at S&P Global. Health & WellnessHealth care coverage designed for the mind and body. Continuous LearningAccess a wealth of resources to grow your career and learn valuable new skills. Invest in Your FutureSecure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly PerksIts not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the BasicsFrom retail discounts to referral incentive awardssmall perks can make a big difference. For more information on benefits by country visithttps://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, pre-employment training or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. ---- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf ----

About the Role: Grade Level (for internal use): 08 The Implementation Consultant Specialist role is part of a team based in India working with clients globally on implementation activities, generally in an offsite capacity; however, at times team members are required to travel to client sites to assist with onsite implementation activities. The team is coached and led by a senior Managing Consultants and Lead Consultants, and are trained in using SQL Server, the S&P Global EDM application, and in the informational needs of modern financial institutions. The role is dynamic and provides a fantastic opportunity to build a solid career solving the data management issues of global top tier financial institutions. Role & Responsibilities Configuring S&P Global EDM application using SQL Server to meet the client specifications. Building S&P Global EDM Solutions with best practices. Testing the project deliverables ensuring they are in line with documented requirements. Interacting with clients and colleagues to ensure accurate and timely information flows. Investigates and documents existing procedures. Contributing to Implementation Best Practice guidelines. Education BS in Computer Science / Computer Engineering / Finance with 1-2 years development experience Strong proficiency with SQL statements, designing tables, stored procedures, views and functions. Preference in SQL Server. Good Data Model knowledge and experience of working within financial database implementations. Knowledge of financial markets products, a broad understanding of the investment bank process, middle-office systems and operations, and associated data management needs is a plus. Prior experience with data management products is desirable but not mandatory. Personal Impact Self-starter with an attention to detail Ambitious and looking to build on their university career in a fast-moving environment Communication Good presentations skills (preparation and delivery) Excellent oral and written communication skills About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, andmake decisions with conviction.For more information, visit www.spglobal.com/marketintelligence . Whats In It For You Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technologythe right combination can unlock possibility and change the world.Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed to thrive at S&P Global. Health & WellnessHealth care coverage designed for the mind and body. Continuous LearningAccess a wealth of resources to grow your career and learn valuable new skills. Invest in Your FutureSecure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly PerksIts not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the BasicsFrom retail discounts to referral incentive awardssmall perks can make a big difference. For more information on benefits by country visithttps://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, pre-employment training or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. ---- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf ---- BSMGMT202.1 - Middle Professional Tier I (EEO Job Group), BSMGMT203 - Entry Professional (EEO Job Group)

As a Financial Advisor at TRUE PATH FINANCIAL SOLUTION, you will be responsible for financial planning, retirement planning, providing financial advisory services, and managing investments. This full-time hybrid role based in Vadodara offers the flexibility of some work from home. To excel in this role, you should possess financial planning and finance skills, expertise in retirement planning and investments, as well as experience in providing financial advisory services. Additionally, basic English proficiency and a minimum qualification of passing 12th grade are required. If you are passionate about helping individuals secure their financial future and thrive in a dynamic environment, we welcome you to apply for this exciting opportunity at TRUE PATH FINANCIAL SOLUTION.,

Ready to shape the future of work? At Genpact, we dont just adapt to changewe drive it. AI and digital innovation are redefining industries, and were leading the charge. Genpacts AI Gigafactory, our industry-first accelerator, is an example of how were scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team thats shaping the future, this is your moment. Genpact (NYSE: G) is anadvanced technology services and solutions company that deliverslastingvalue for leading enterprisesglobally.Through ourdeep business knowledge, operational excellence, and cutting-edge solutions – we help companies across industries get ahead and stay ahead.Powered by curiosity, courage, and innovation,our teamsimplementdata, technology, and AItocreate tomorrow, today. Inviting applications for the role of US Retirements for Pune & Bangalore location. We require someone with extensive knowledge and experience in retirement, benefits and related experience Responsibilities In this role you will be responsible for all the activities related to retirement, benefits which typically include: • Responsible for enrolling participants into retirement plans, updating beneficiary information and processing of loans and rollovers • Responsible for keeping contribution records of retirement participants under the allocated plan • Processing payouts to the participants from their retirement plans and processing ad-hoc requests • Aiding plan sponsors with administration of their retirement plans, including contribution calculation, non-standard trading, participant financial activity and other complex record keeping functions • Reconciliation of funds and cash at plan level and participant level and research on the outage • Reviewing retirement paperwork for accuracy and completeness • Reviewing and validating reports, researching and correcting errors as appropriate • Quality control reviews and following standard operating procedures to provide quality, timely and services within the agreed service levels Qualifications we seek in you! Minimum Qualifications • Bachelor's degree in Commerce or equivalent field • Relevant Experience • Good Written/Verbal Communication • E-mail Writing proficiency Preferred Qualifications/ Skills • Ability to be flexible and adapt to constantly changing priorities • Microsoft Office proficiency, especially Excel • Quality Lean/Process Improvement knowledge • Ability to work under pressure in a dynamic environment • Thirst for learning! Analytical thinking and ability to learn fast • Ability to be pro-active and to think “creatively” • Cultural Awareness in a diverse and international environment Why join Genpact? • Be a transformation leader – Work at the cutting edge of AI, automation, and digital innovation • Make an impact – Drive change for global enterprises and solve business challenges that matter • Accelerate your career – Get hands-on experience, mentorship, and continuous learning opportunities • Work with the best – Join 140,000+ bold thinkers and problem-solvers who push boundaries every day • Thrive in a values-driven culture – Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress Come join the tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up. Let’s build tomorrow together. Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

What would you do? Tower: UK Life and Pensions- Management Requirement Results-driven operations professional with over 8 years of experience in the UK Life, Pensions and Investment domain, specializing in Policy Administration. Proven ability to manage end-to-end service delivery, lead high-performing teams, and drive operational improvements. Candidates with equivalent experience in U.S. retirement services will also be considered. What are we looking for? Skillset: Bachelor s degree in any discipline. • Experience in Life and Pensions Services, with a proven track record of successfully managing and leading teams. • Strong leadership skills, with the ability to motivate and inspire team members. • Excellent communication skills, both written and verbal, with the ability to effectively present complex information to a range of audiences • Strong analytical and problem-solving skills, with the ability to identify and resolve operational issues. • Knowledge of operational best practices, including quality control, performance management, and process improvement. • Proficient in MS Office applications Word, Excel & PowerPoint • Strong organizational skills, with the ability to manage multiple projects and priorities simultaneously. • Ability to work independently and as part of a team, with a strong commitment to collaboration and teamwork. Key Skills and Experience: • Policy Administration Expertise: Strong background in managing complex processes within the UK Life and Pensions sector, ensuring accurate and timely administration of insurance policies. • People Management: Over 5 years of experience leading teams of 2030 professionals, with a focus on performance management, team engagement, and fostering a culture of accountability and continuous improvement. • Process Transition & Remote Delivery: Hands-on experience with remote process transitions, including planning, execution, and stabilization, while maintaining delivery excellence. • Operational Reporting & Metrics: Proficient in managing and analyzing key process metrics such as SLA adherence, Turnaround Time (TAT), Quality, Average Handling Time (AHT), Not in Good Order (NIGO), and Root Cause Analysis (RCA). • Leadership in Critical Situations: Demonstrated ability to lead teams through challenging scenarios, ensuring business continuity, staff motivation, and consistent service quality. • Process Improvement & Controls: Skilled in identifying process gaps and implementing enhancements to optimize performance, strengthen controls, and improve reporting accuracy. Roles and Responsibilities: • Team Leadership & Performance Management: Lead and manage a team of operations professionals by assigning tasks, tracking progress, providing real-time coaching and feedback, and conducting performance evaluations to drive individual and team success. • Process Oversight & Calibration: Leverage domain expertise to assess team output, support process calibrations, and ensure consistent application of best practices across operations. • Training & Compliance: Supervise and train team members to ensure adherence to organizational policies, procedures, and quality standards. Monitor compliance with internal controls and external regulations. • Customer Relationship Management: Act as a primary point of contact for escalated issues. Resolve complex customer queries efficiently, ensuring a high level of satisfaction and relationship retention. • Regulatory Adherence: Ensure all operational activities comply with applicable legal, regulatory, and contractual requirements, minimizing risk and supporting audit readiness. • Reporting & Continuous Improvement: Prepare and deliver reports and presentations on key performance metrics, operational trends, and improvement opportunities. Recommend and implement solutions to enhance efficiency, accuracy, and service delivery. • Cross-Functional Collaboration: Work closely with departments such as Quality, Training, HR, IT, and Compliance to ensure seamless integration of operations with broader business objectives and functions. Any Graduation

You have a busy schedule and may sometimes neglect the discipline aspect of investing, which can lead to struggles in keeping your finances in check. Hiring a financial advisor can be beneficial as they can examine your net worth, help you identify your goals, and recommend ways to fulfill your aspirations. A financial advisor plays a crucial role in diversifying and allocating your assets into different types of investments such as bonds, real estate, stocks, etc., which helps reduce the risk of decline in the value of your portfolio. They can also provide guidance during market volatility and help you avoid making hasty decisions driven by emotions like panic. Investment planning is essential for a financially secure future, especially in the context of retirement planning which is often overlooked by many individuals. A financial advisor can assist you in creating a clear investment path and designing a comprehensive plan to achieve a financially stable retirement. Financial advisors may have different areas of focus, with some concentrating solely on investments while others address various aspects of your financial life including debt reduction, tax planning, insurance, child's education, vacation planning, and more. Therefore, hiring a financial advisor involves more than just receiving fund recommendations; it encompasses a holistic approach to managing your financial well-being. This is a full-time job opportunity with benefits such as health insurance and provident fund. The work schedule is during the day shift, and additional bonuses such as performance bonus, quarterly bonus, and yearly bonus are provided. The work location is in person.,

You are an experienced and skilled Personal Finance Content Writer who will be responsible for creating engaging and informative content related to personal finance topics such as budgeting, investments, insurance, and financial planning. Your primary focus will be on developing original content including articles, blog posts, and social media posts that empower individuals to make informed financial decisions. It is crucial to ensure all content is SEO-optimized for increased visibility and engagement. You will be required to conduct in-depth research on current trends in personal finance and analyze market data to produce insightful pieces. Collaboration with the editorial team is essential to brainstorm ideas and refine content for diverse audiences while maintaining a consistent brand voice across all platforms. The ideal candidate should have a minimum of 3 years of experience in writing about personal finance or related fields, along with a Bachelor's degree in English Writing, Business Administration, Economics, Journalism, or a related field. Excellent English communication skills, proficiency in SEO practices, strong research abilities with attention to detail, and the ability to adapt the tone for different audience levels are essential skills for this role. Preferred qualifications include certifications like CFP, although they are not mandatory. This is a full-time position that may require working in person. Additionally, proficiency in Hindi and English languages is preferred. If you have experience in insurance, mutual funds, loans, credit cards, or investments and are passionate about creating impactful personal finance content, we encourage you to apply for this exciting opportunity to be a part of our team.,

As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with high-net-worth clients, understanding their financial goals, and providing personalized financial advice and solutions tailored to their needs. You will develop comprehensive wealth management strategies, including investment, retirement planning, fixed income & mutual funds, and tax planning. Conducting regular portfolio reviews and adjusting strategies based on market conditions and client needs will be a key part of your role. Staying informed about market trends, economic conditions, and investment opportunities is essential. You will utilize research and analysis to make informed investment recommendations. Collaboration and teamwork are crucial, as you will work closely with internal teams, including investment analysts, tax specialists, and estate planners, to deliver holistic financial solutions. Additionally, mentoring and training junior advisors and support staff will be part of your responsibilities. You will also be involved in business development by identifying and pursuing new opportunities to expand the firm's client base. Participation in networking events, seminars, and other outreach activities to promote the firm's services is expected. This is a full-time position with a day shift schedule and requires in-person work at the designated location.,

You will be working as a full-time on-site Workday Financial Consultant at Zeero, situated in the Greater Bengaluru Area. Your primary responsibilities will include handling financial planning, investments, finance, analytical skills, and retirement planning on a daily basis. To excel in this role, you must possess expertise in financial planning, investments, and finance, along with strong analytical skills. Additionally, experience in retirement planning, certification as a Workday Financial Consultant, and a background in implementing Workday Financial systems are essential qualifications. Your problem-solving abilities and communication skills will play a crucial role in your success in this position. Ideally, you should hold a Bachelor's degree in Finance, Accounting, or a related field to be well-prepared for the challenges and opportunities that this role offers. Join Zeero and be part of a platform that connects organizations with top-tier tech talent, ensuring high-impact solutions through a network of globally vetted professionals and diverse, inclusive teams.,