285 Retirement Planning Jobs - Page 11

Role Description This is an on-site, full-time role for a Wealth Advisor based at all over Tamilnadu. The Wealth Advisor will be responsible for providing wealth management services, including financial and retirement planning, and investment management. Day-to-day tasks include assessing clients financial needs, developing customized financial plans, managing clients investment portfolios, and providing ongoing financial advice and support. Qualifications Skills in Financial Planning and Retirement Planning Knowledge and experience in Investments and Broking Expertise in Wealth Management Services Strong analytical and problem-solving skills Excellent communication and interpersonal skills ...

Apply Here: https://forms.gle/LZHxBMZUSx3UYGPT7 (Copy/paste in browser) Job Domain: 401K Retirement Process Experience Level: 10-17 Years Shift : Flexible to work in night shifts is mandatory Days Off: Fixed Saturday and Sunday (Flexible to support on Saturday if required) Location: Work from Office Job Summary: We are seeking an experienced Assistant Manager to join our Retirement Services team, with a focus on 401K, Defined Contributions/Benefits and team management. The ideal candidate will have a strong background in the retirement industry, with proven expertise in handling Enrollments, Money-In, Money-Out, and compliance testing. This role requires someone who can work independently an...

Responsibilities: * Attend client calls and explain the importance of financial planning. * Creating Financial Planning to onboarded cleints * Manage client portfolios. * Collaborate with clients on investment planning strategies Performance bonus

Skill required: Voice - Service Desk Voice Support Designation: Customer Contact Comms New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 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...

Skill required: Omnichannel - Service Desk Voice Support Designation: Customer Contact Comms New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 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 countri...

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. ...

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. ...

Skill required: Voice - 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 emb...

Skill required: Retirement Solutions - Customer Service Designation: Customer Service 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 embr...

Skill required: Retirement Solutions - Customer Service Designation: Customer Service New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 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 ...

About the Role: Grade Level (for internal use): 09 Position summary The Consultant, Implementation Consulting role is part of a team based in India working with clients globally on implementation activities, generally remotely; however, at times team members are required to travel (within the region or internationally) to client offices to assist with the 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 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 managem...

Role: Back End Operations Experience: 0-4 years' work experience in back office/BPO/Customer Service or similar transaction BPO processing Shift Timing- 1.30pm to 11.30pm IST (Only fixed shift /Mon-Fri) Cab -One Way Cab drop Work from Office: From Day 2 Onwards (Work from office -5days) Permanent work profile with Wipro Education - B.com, BA, BBA, Any B.sc (graduates only)/ NO BE/B TECH will be eligible for this hiring Note - No Remote from Work /Hybrid for this position, Monday -Friday (Work from office) Work Location: Wipro Kolkata salt lake Application Link to apply - https://forms.office.com/r/XJfNfVxYPM Get application filled from 26th May - 28th May Job Summary Strong understanding of ...

Department Responsibilities : Provide first level support to all departments throughout the organization which includes data extracts, coding reports or solutions, and analysis of application issues reported to determine if they are programming or data related issues. Responsible for converting Helpdesk tickets to Trak ITs if programming issue is deemed. Position Purpose: The Recordkeeping Support Senior Specialist provide user and client support; independently responding to complex support tickets by analyzing code for potential defects and making data updates and/or proposing recommendations for code enhancements. The Senior Specialist provides research findings and results via written doc...

1. Sales Leadership: Lead the sales efforts of the branch, ensuring that sales targets for financial products are met or exceeded. Develop, implement, and monitor sales strategies to achieve branch objectives and drive revenue growth. Set clear sales goals and expectations for the team, providing guidance and motivation to meet or exceed targets. 2. Business Development: Identify and develop new business opportunities to expand the customer base and increase branch profitability. Build and maintain relationships with key clients and strategic partners to drive business growth. Analyze market trends and competitor activities to identify opportunities for new product offerings and sales approa...

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients...

About The Role Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. ? Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successfu...

Roles and Responsibilities Meet or exceed monthly targets set by the organization. Develop strong relationships with existing clients to increase wallet share and product penetration. Identify opportunities for upselling/cross-selling various third-party products like NISM certified investment products. Provide comprehensive financial planning solutions to clients by offering products such as Life Insurance, General Insurance, Health Insurance, Motor Insurance, Mutual Funds Sales, Fixed Deposits, Financial Planning & Retirement Planning. Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients through direct sales, cross-selling, and referrals. Requir...

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years What would you do? Responsible in handling monetary and non-monetary transactions for assigned clients\transactions. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc. Quality Review of high dollar Money In- Retirement Services Transactions Manage and lead a team of operations professionals, including assigning work, monitoring progress, providing feedback, and coaching, and evaluating performance Develop and implement operational strategies that optimize efficiency, productivit...

Skill required: Network Operations - Retirement Planning Services Designation: Quality Engineering Associate Qualifications: Any Graduation Years of Experience: 1 - 3 Years What would you do? We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating model that can meet the uniqu...

Skill required: Customer Operations - Voice - Service Desk Voice Support Designation: Customer Contact Comms New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years What would you do? 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 C...

Skill required: Customer Operations - Voice - Service Desk Voice Support Designation: Customer Contact Comms Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? 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 Contr...

Skill required: Payroll - Payroll Planning and Distribution Designation: Payroll Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Improve workforce performance and productivity, boosts business agility, increases revenue and reduces costsPayroll experience into US/UK/InternationalThe Payroll Planning and Distribution team focuses on distributing employees pay on time through chosen channels such as banks and execute the distribution of earnings statements either manually or electronically. The team is responsible for addressing queries related to provident fund, new joinee/existing employee mediclaim policies, monthly group payroll reconc...

Roles and Responsibilities Meet or exceed monthly targets set by the organization. Develop strong relationships with existing clients to increase wallet share and product penetration. Identify opportunities for upselling/cross-selling various third-party products like NISM certified investment products. Provide comprehensive financial planning solutions to clients by offering products such as Life Insurance, General Insurance, Health Insurance, Motor Insurance, Mutual Funds Sales, Fixed Deposits, Financial Planning & Retirement Planning. Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients through direct sales, cross-selling, and referrals. Requir...

Roles and Responsibilities Meet or exceed monthly targets set by the organization. Develop strong relationships with existing clients to increase wallet share and product penetration. Identify opportunities for upselling/cross-selling various third-party products like NISM certified investment products. Provide comprehensive financial planning solutions to clients by offering products such as Life Insurance, General Insurance, Health Insurance, Motor Insurance, Mutual Funds Sales, Fixed Deposits, Financial Planning & Retirement Planning. Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients through direct sales, cross-selling, and referrals. Requir...

Skill required: Voice - Service Desk Voice Support Designation: Customer Contact Comms Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? 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 ...