198 Retirement Planning Jobs - Page 8

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 ...

Capita Hiring for Team Manager UK Pensions, Pune Immediate Joiners & on Notice Candidates Welcome | Work from Office Capita is a leading UK-based outsourcing and professional services company. We are expanding our UK Pensions team in Pune and hiring experienced professionals in bulk. Role : Team Manager - UK Pensions Location : Magarpatta SEZ, Pune Type : Full-time, Permanent Shift : UK Shifts (Monday to Friday) Mode : Work from Office Transport : Two-way cab provided Role & responsibilities Possess working knowledge and experience in managing UK Pensions back-office employees, with a solid understanding of internal service level agreements (SLAs) and expertise in defined benefit (DB) pensio...

Role & responsibilities Respond to benefits-related queries from clients and employees via phone, chat, email, or ticketing systems Resolve complex benefits issues, escalating as needed Process and audit mid- to high-complexity benefits events Manage COBRA compliance, LOA, FSA/HSA claims, 401(k) support, and reporting Mentor teammates in best practices and procedures Maintain data accuracy and compliance with regulatory standards Collaborate with third-party vendors and internal teams Preferred candidate profile Bachelors/Masters in HR, Business Admin or related (or equivalent HR ops experience) PeopleSoft or HRIS experience a strong plus Microsoft Office Suite proficiency Strong communicati...

Roles and Responsibilities Manage retirement processes for clients, ensuring compliance with regulatory requirements. Provide exceptional customer service to clients. Assist in processing client requests related to retirement accounts, including rollovers, transfers, and distributions. Collaborate with internal teams to resolve issues and improve process efficiency. Maintain accurate records of client interactions and transactions. Must have Team handling and people management experience. Desired Candidate Profile 5-10 years of experience in US Retirement Processing or Wealth Management industry. Strong understanding of US Healthcare & Retirement regulations. Excellent communication skills f...

Skill required: Omnichannel - Service Desk Voice Support Designation: Customer Contact Comms 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 Provide high quality Tier 1 Customer Support service to Custo...

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 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 Responsible in handling monetary and non-monetary transactions ...

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 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...

Job Purpose: Performs quality check and reviews of the projects processed by subordinates on the set protocols and always adhere to quality standard. Technical Responsibilities: Understanding and interpretation of Plan document and Adoption Agreement. Strong understanding of ERISA and IRCs. Quality control and in-depth Reviews of Defined Contribution Plan Administration related assignments/tasks. Ensure Eligibility and Contribution calculation are computed as per Plan provisions. Review Contribution like Profit Sharing, Match contribution, Safe Harbor Match and Safe Harbor Non Elective. Ensuring several compliance tests like Non Discrimination, Top Heavy, Coverage tests, Gateway and General ...

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 Processing monetary and non-monetary transactions for assigned clien...

Role Purpose The purpose of this role to deliver great customer service/experience by effectively acknowledging, tracking, and prioritizing all client cases as per the regulatory guidelines, and ensuring resolution as per the defined SLAs, by allocating the same to the relevant support team. Do Ensure operational excellence through contract and regulatory compliance, effective case acknowledgment, tracking, prioritization, system updation, and reporting Acknowledge client cases as per the SLAs defined in the contract Access client tool and log all incoming client cases accurately on the internal tool as per contract Accurately document all pertinent case information such as case number, case...