115 Retirement Planning Jobs - Page 2

The Certified Financial Planner position at Right Horizons Financial Services Pvt. Ltd., located in Bengaluru, is a full-time on-site role. As a Certified Financial Planner, you will be tasked with developing comprehensive financial plans, providing personalized financial advice to clients, performing financial analysis, and assisting with retirement planning. Your daily responsibilities will include meeting with clients, evaluating their financial requirements, and offering customized financial guidance to help them achieve their long-term financial objectives. To be eligible for this role, you must hold a Certified Financial Planner certification along with expertise in Financial Planning and Personal Financial Planning. Additionally, you should possess experience in Finance and Retirement Planning, as well as strong analytical, problem-solving, and decision-making abilities. Excellent communication and interpersonal skills are essential for effectively interacting with clients. The ability to work both independently and as part of a team is crucial for success in this position. While a Bachelor's degree in Finance, Economics, Accounting, or a related field is preferred, prior experience in the financial services industry would be advantageous.,

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)

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 ----

The Retirement Plan Services team is looking for a Retirement Planning Specialist (Level 3) with over 2.5 years of experience in financial services operations. The ideal candidate should have at least 12 months of expertise in Retirement Services, specifically in Defined Benefits Operations such as Benefits calculations, Benefits Review, Benefits Calculation for Retirement, Termination, Disability, Death, Divorce, Proficiency in MS Excel, and experience in performing manual calculations. Additionally, knowledge in ERISA Compliance and US Retirement Plan Testing & Reporting experience, including Form 5500 responses to auditor questions, is required. Industry certifications such as ASPPA RPF will be considered an added advantage. The candidate should possess strong Data Entry & Quantitative Decision Making skills and demonstrate concepts of teamwork, accountability, and prioritization on a regular basis. Making decisions within guidelines, balancing risk and service needs, and seeking assistance from the manager as necessary are key aspects of this role. The successful candidate should have a clear understanding of business rules, task requirements, and be able to handle tasks efficiently by providing resolutions within the defined Turnaround Time (TAT). Staying updated with the knowledge of products, processes, and services offered by the client is essential. The candidate should ensure full adherence to all quality parameters, maintain a 100% adherence to the schedule, and meet or exceed defined targets consistently. About Mphasis: Mphasis leverages next-generation technology to facilitate global business transformations. Customer centricity is at the core of Mphasis, demonstrated through the Front2Back Transformation approach. Utilizing cloud and cognitive technologies, Mphasis offers hyper-personalized digital experiences to clients and end customers. The Service Transformation approach aids in modernizing legacy environments in enterprises, enabling businesses to adapt to a changing world. Mphasis" core reference architectures, tools, speed, and innovation, combined with domain expertise, are instrumental in fostering strong relationships with marquee clients.,

The role of Financial Advisor in Allahabad is a full-time on-site position that involves providing financial planning and advice to clients. Your primary responsibility will be to assist clients in achieving their financial objectives by assessing their financial situations, creating personalized financial plans, and offering guidance on investments, retirement planning, and other financial services. To excel in this role, you should have experience in Financial Planning and Finance, possess skills in Investments and Financial Advisory, and be capable of delivering Retirement Planning services. Strong analytical and problem-solving abilities are essential, along with excellent communication and interpersonal skills. Holding relevant certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) would be advantageous. Furthermore, you should be comfortable working both independently and collaboratively within a team environment. A Bachelor's degree in Finance, Economics, Business, or a related field is required to be considered for this position.,

As a Certified Financial Planner at Right Horizons Financial Services Pvt. Ltd. in Bengaluru, you will play a crucial role in developing comprehensive financial plans and providing personalized financial advice to clients. Your responsibilities will include conducting financial analysis, retirement planning, and guiding clients towards achieving their long-term financial objectives. To excel in this role, you must possess a Certified Financial Planner certification along with expertise in Financial Planning, Personal Financial Planning, Finance, and Retirement Planning. Strong analytical skills, problem-solving abilities, and decision-making capabilities are essential. Effective communication and interpersonal skills are key as you will be interacting with clients regularly to understand their financial needs and offer tailored solutions. The ideal candidate should be able to work both independently and collaboratively within a team environment. A Bachelor's degree in Finance, Economics, Accounting, or a related field is preferred. Prior experience in the financial services industry would be advantageous. If you are passionate about helping individuals secure their financial future and possess the required qualifications and skills, we encourage you to apply for this rewarding full-time position at Right Horizons Financial Services Pvt. Ltd.,

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 successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Mandatory Skills: Defined Contributions (DC). Experience: 1-3 Years.

As a Creative/Content Strategist for WA, you will be responsible for developing innovative digital campaigns. Your main focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. It is crucial to ensure that all content is not only eye-catching and original but also accurate in terms of grammar, brevity, and syntax. Your role will involve crafting press releases that highlight WA's achievements, new clients, client news, and employee accomplishments. Additionally, you will be involved in various aspects of content production such as creating web pages, blogs, Q&As, FAQs, invitations, emailers, case studies, outreach articles, reports, and white papers. To excel in this position, you must conduct thorough research to understand the needs of the target audience. This includes analyzing existing content, performing online research, and engaging in interviews or collaborations with financial advisors. You will also be responsible for ensuring the accuracy, timeliness, and overall quality of the content you produce. Furthermore, you will be expected to work efficiently under tight deadlines without compromising the quality of your work. Your ability to deliver flawless content within specified timelines will be essential in meeting the demands of this role.,

As a seasoned professional in the insurance industry, you will take on the role of leading and guiding a team of Operations professionals specializing in life insurance new business underwriting. Your primary objective will be to ensure timely and accurate resolution of service requests from Advisors/clients, in accordance with defined Service Levels and operating procedures. You will serve as the point-person and operational expert, collaborating with Business counterparts, senior Leaders, and team members to effectively manage and resolve process level issues on a daily basis. Your key responsibilities will include: Team Leadership & People Management: Lead, mentor, and develop a team of at least 20 resources within the new business and underwriting department. You will be responsible for ensuring high levels of performance, engagement, and productivity among team members. Additionally, you will review and approve insurance applications within assigned authority levels, ensuring adherence to underwriting practices in line with company guidelines, local regulations, and market conditions. New Business Development: Oversee the onboarding and processing of new business associates, processors, analysts, and process leads. Your focus will be on handling applications efficiently and accurately, with a strong emphasis on customer satisfaction and regulatory compliance. Risk Assessment: Collaborate closely with the stateside new business and underwriting team to assess and analyze potential risks in insurance applications. Your expertise will provide guidance on complex or high-value cases, ensuring thorough risk assessment. Compliance and Quality Assurance: Ensure strict adherence to regulatory requirements, internal policies, and quality standards specific to the GCC market within all underwriting and new business processes. Stakeholder Management: Engage with stakeholders across departments to streamline the new business process and support business growth objectives effectively. Performance Metrics: Monitor and report on key performance indicators (KPIs) related to new business activities, providing regular updates to senior management. You will also review team members" performance, document progress checks, conduct annual reviews, and make recommendations for merit increases and promotions. Market and Competitor Analysis: Stay informed about market trends and competitor activities within the GCC insurance market. Adjust strategies as needed to remain competitive in the industry. To qualify for this role, you should possess the following qualifications: - Bachelor's degree in finance, Business Administration, Insurance, or a related field. - 5+ years of relevant experience in insurance new business/underwriting roles, preferably within the GCC market. - Minimum 2-3 years of people leadership experience. - Proven leadership experience in managing and developing teams. - Strong understanding of insurance new business, underwriting principles, insurance regulations, and risk management. - Excellent communication and interpersonal skills to engage effectively with internal and external stakeholders. - Proficiency in underwriting software and tools, with strong analytical skills. - Knowledge of the GCC insurance market and its regulatory environment is highly desirable. - Experience in process transition and set up, training and development, as well as quality control and audits for insurance new business & underwriting functions. Preferred qualifications include certifications such as LOMA- ALMI, FLMI, AALU, FALU, III, MBA, and experience in US healthcare, particularly in Life and disability Insurance new business and underwriting functions. Additionally, familiarity with Life and Disability insurance industry product knowledge and underwriting risk selection basics will be advantageous. About Our Company: Ameriprise India LLP has been a trusted provider of client-based financial solutions for 125 years, helping clients plan and achieve their financial objectives. As a part of our team, you will contribute to our focus areas including Asset Management and Advice, Retirement Planning, and Insurance Protection. Join us in an inclusive and collaborative culture that values your contributions and offers opportunities for personal and professional growth. This is a full-time position with working hours scheduled from 8:00 PM to 4:30 AM. If you are a driven professional with a passion for the insurance industry and a dedication to delivering excellent service, Ameriprise India LLP offers you the platform to excel in your career and make a difference in the community. Join us and be a part of a strong ethical company that cares about its employees" growth and success.,

You will be joining Reliance General Insurance Com Limited. as a full-time Financial Advisor. In this role, you will be tasked with delivering financial planning, retirement planning, investment advice, and comprehensive financial advisory services to clients. Your primary location will be in Jamshedpur, with the opportunity for remote work as well. To excel in this position, you should possess skills in financial planning and finance, along with expertise in retirement planning and investments. A strong foundation in financial advisory is crucial, supported by excellent analytical and problem-solving capabilities. Effective communication and interpersonal skills are essential for client interactions. Having relevant certifications such as CFP or CFA would be advantageous. A Bachelor's degree in Finance, Economics, or a related field is required to be considered for this role. If you are looking to contribute to the financial well-being of individuals and help them secure their future and investments, this role at Reliance General Insurance Com Limited. could be the perfect fit for you.,

About The Role Skill required: Retirement Solutions - Customer Service Designation: Customer Service Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture 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. Visit us at www.accenture.com What would you do 5+ years of experience in US Retirement Services domain Defined Contributions - Managing participant level services 2+ years experience in Money Out processes such as Inservice withdrawal, Survivor benefit, Immediate Annuity, Deferred Annuity, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions, Complex Distributions, Loan payoff and child supportHands on with developing process documentation, COPIS, capturing exceptions, process flow, process maps and NIGO rulesASPPA Certified (Preferred) What are we looking for NABachelors degreeExperience in the US retirement industry mandatoryOpen core Night shifts based on business requirementsGood verbal & written communication skillsGood typing skill and attention to detail.Ability work independently Roles and Responsibilities: Strict adherence to non-disclosure of client information by preserving client confidentiality.Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management.Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time.Taking active participation in process improvements and automation.Ensure Quality Control standards that have been set are adhered to.Adherence to client SLAsIdentify potential areas that require additional controlsExcellent organizational skills with ability identify and prioritize high value transactions.Completing assigned responsibilities and projects within timelines apart from managing daily BAU.Creating and updating procedure documents while ensure that the standards are followed Qualification Any Graduation

About The Role Skill required: Retirement Solutions - Customer Service Designation: Customer Service Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture 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. Visit us at www.accenture.com What would you do 3+ years of experience in US Retirement Services domain Defined Contributions - Managing participant level services 2+ years experience in Money Out processes such as Inservice withdrawal, Survivor benefit, Immediate Annuity, Deferred Annuity, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions, Complex Distributions, Loan payoff and child supportHands on with developing process documentation, COPIS, capturing exceptions, process flow, process maps and NIGO rulesASPPA Certified (Preferred)NANA What are we looking for Strict adherence to non-disclosure of client information by preserving client confidentiality.Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management.Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time.Taking active participation in process improvements and automation.Ensure Quality Control standards that have been set are adhered to.Adherence to client SLAsIdentify potential areas that require additional controlsExcellent organizational skills with ability identify and prioritize high value transactions.Completing assigned responsibilities and projects within timelines apart from managing daily BAU.Creating and updating procedure documents while ensure that the standards are followedNA Roles and Responsibilities: Bachelors degreeExperience in the US retirement industry mandatoryOpen core Night shifts based on business requirementsGood verbal & written communication skillsGood typing skill and attention to detail.Ability work independently Qualification Any Graduation

About The Role Skill required: Retirement Solutions - Customer Service Designation: Customer Service Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture 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. Visit us at www.accenture.com What would you do 3+ years of experience in US Retirement Services domain Defined Contributions - Managing participant level services 2+ years experience in Money Out processes such as Inservice withdrawal, Survivor benefit, Immediate Annuity, Deferred Annuity, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions, Complex Distributions, Loan payoff and child supportHands on with developing process documentation, COPIS, capturing exceptions, process flow, process maps and NIGO rulesASPPA Certified (Preferred)NANA What are we looking for Strict adherence to non-disclosure of client information by preserving client confidentiality.Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management.Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time.Taking active participation in process improvements and automation.Ensure Quality Control standards that have been set are adhered to.Adherence to client SLAsIdentify potential areas that require additional controlsExcellent organizational skills with ability identify and prioritize high value transactions.Completing assigned responsibilities and projects within timelines apart from managing daily BAU.Creating and updating procedure documents while ensure that the standards are followedNA Roles and Responsibilities: Bachelors degreeExperience in the US retirement industry mandatoryOpen core Night shifts based on business requirementsGood verbal & written communication skillsGood typing skill and attention to detail.Ability work independently Qualification Any Graduation

About The Role Skill required: Retirement Solutions - Customer Service Designation: Customer Service Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture 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. Visit us at www.accenture.com What would you do 3+ years of experience in US Retirement Services domain Defined Contributions - Managing participant level services 2+ years experience in Money Out processes such as Inservice withdrawal, Survivor benefit, Immediate Annuity, Deferred Annuity, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions, Complex Distributions, Loan payoff and child supportHands on with developing process documentation, COPIS, capturing exceptions, process flow, process maps and NIGO rulesASPPA Certified (Preferred)NANA What are we looking for Bachelors degreeExperience in the US retirement industry mandatoryOpen core Night shifts based on business requirementsGood verbal & written communication skillsGood typing skill and attention to detail.Ability work independentlyNA Roles and Responsibilities: Strict adherence to non-disclosure of client information by preserving client confidentiality.Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management.Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time.Taking active participation in process improvements and automation.Ensure Quality Control standards that have been set are adhered to.Adherence to client SLAsIdentify potential areas that require additional controlsExcellent organizational skills with ability identify and prioritize high value transactions.Completing assigned responsibilities and projects within timelines apart from managing daily BAU.Creating and updating procedure documents while ensure that the standards are followed Qualification Any Graduation

About The Role Skill required: Payroll - Payroll Planning and Distribution Designation: Payroll Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture 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. Visit us at www.accenture.com 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 reconciliation and for updating monthly resignation, retirement and contract closures. The team is also responsible for resolving payroll problems within the confines of established policies & procedures using relevant payroll system. What are we looking for Payroll Organization DesignPayroll Process DesignWorkday Payroll AccountingAdaptable and flexibleCollaboration and interpersonal skillsPrioritization of workloadWritten and verbal communicationCommitment to quality Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

You will be joining Aditya Birla Capital Ltd, a financial services company based in Mumbai, India, that is dedicated to providing a workplace free of discrimination and harassment. Emphasizing Diversity, Equity, and Inclusion (DEI), the company ensures that all employment decisions are merit-based, taking into account business requirements, qualifications, skills, and experience. As an Insurance Financial Advisor at our Telangana, India office, your primary responsibility will be to offer comprehensive financial planning and retirement planning services to clients. This role involves providing advice on insurance and investment products, as well as handling finance-related inquiries. Your daily tasks will include evaluating clients" financial requirements, creating tailored financial strategies, and nurturing client relationships. To excel in this position, you should possess a background in Financial Planning and Retirement Planning, coupled with a solid understanding of Insurance and Investments. Strong financial acumen, effective communication skills, and the ability to work autonomously or collaboratively are essential for success. A Bachelor's degree in Finance, Economics, or a related discipline is required, while holding professional certifications like CFP (Certified Financial Planner) would be advantageous.,

You will be joining YC.DO (Y Commercials) as a Financial Advisor, a full-time on-site role located in Pune. Your primary responsibilities will include financial planning, retirement planning, investment management, and offering valuable financial advice to clients. Your role will entail analyzing financial data, evaluating risks, devising financial strategies, and assisting clients in making well-informed financial decisions. To excel in this position, you should possess a strong background in financial planning, finance, retirement planning, and investment management. Your expertise in financial advisory services, coupled with the ability to analyze financial data and assess risks effectively, will be crucial. Excellent communication and interpersonal skills are essential, along with meticulous attention to detail and the capability to work autonomously. Ideally, you should hold a bachelor's or master's degree in finance, economics, or a related field. Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be advantageous in this role. By leveraging your knowledge and experience in financial services, you will play a key role in delivering exceptional financial guidance and maximizing returns for our clients at Y Commercials Pvt. Ltd.,

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. Required Candidate profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +( Direct Sales) 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module CFP/CWM would have an added advantage. Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Walk In address Bajaj Capital Ltd ,Door No 40-5-1, 1st Floor, Siri Square, Tikkale Road, Mg Road, Vijayawada - 520010. Interested Candidate can share their updated CV mail to s.devanesan@bajajcapital.com & WhatsApp- +91-9092930867

Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Update clients for orders and trade on the recorded line. Maintain active clients as per the defined norms. Activate dormant clients. Ensure resolution of clients query. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients through networking, database, market intelligence and references from existing clients. Exp.-Minimum 5 year - In a Stock Broking Firms Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, Corporate FD, Insurance, Portfolio Management Services

Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Update clients for orders and trade on the recorded line. Maintain active clients as per the defined norms. Activate dormant clients. Ensure resolution of clients query. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients through networking, database, market intelligence and references from existing clients. Exp.-Minimum 5 year - In a Stock Broking Firms Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, Corporate FD, Insurance, Portfolio Management Services

Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Update clients for orders and trade on the recorded line. Maintain active clients as per the defined norms. Activate dormant clients. Ensure resolution of clients query. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients through networking, database, market intelligence and references from existing clients. Exp.-Minimum 5 year - In a Stock Broking Firms Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, Corporate FD, Insurance, Portfolio Management Services

Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Update clients for orders and trade on the recorded line. Maintain active clients as per the defined norms. Activate dormant clients. Ensure resolution of clients query. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients through networking, database, market intelligence and references from existing clients. Exp.-Minimum 5 year - In a Stock Broking Firms Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, Corporate FD, Insurance, Portfolio Management Services

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 successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completedMandatory Skills: Defined Benefit (DB). Experience1-3 Years.

LearnLux is looking for a Certified Financial Planner or equivilent located in India to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in India to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.This role is 100% remote within India and reports to our Global Director of Financial Planning. Key Responsibilities Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more Advise on and adapt the LearnLux methodology to financial planning topics relevant in India Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience Become an expert on our clients benefit plans so you can act as an extension of their team during open enrollment Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events You Should Have CFP (via FPSB India), CFA, NISM certifications for advisors, IRDA for insurance Fluent English - written and spoken Passion for educating individuals to take control and invest in their financial future Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more Nice to haves Startup and/or Fintech experience Experience creating presentations and presenting to large audiences

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 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. Visit us at www.accenture.com What would you do Overall Purpose of Job 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 bility 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 primary interaction is within your own team and your direct supervisor In this role you will be given detailed instructions on all tasks The decisions that you make impact your own work and are closely supervised You will be an individual contributor as a part of a team with a predetermined, narrow scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation