285 Retirement Planning Jobs - Page 9

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 da...

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 effective...

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...

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 Trad...

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 Trad...

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 Trad...

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 Trad...

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 unsuccessfu...

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 mor...

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 Custom...

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 Overall Purpose of Job Provide high quality Tier 1 Customer S...

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 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 Receive inbound Calls/Emails/Chats and ensure that cases and in...

Role & responsibilities Benefits & Statutory Compliance 1. Administers Group Life Insurance and Group Personal Accident benefits, including: 2. Enrollment of new hires o Cancellation of inactive employees o Claims processing 3. Coordination with both the provider and the employee or dependent Attendance & Timekeeping - Serves as the primary point of contact for attendance and timekeeping processes and concerns, including handling manual adjustments from previous payroll cycles. Employee Lifecycle & Documentation - 1. Prepares Certificates of Employment upon employee request in a timely and accurate manner. 2. Responds to employee inquiries related to HR services, benefits, and employment doc...

Our story Strada is a technology-enabled, people powered company committed to delivering world-class payroll, human capital management, and financial management solutions to organizations globally. With a team of more than 8,000 experts and over 30 years of expertise, Strada blends leading-edge technology with human ingenuity to help businesses across the globe design and deliver at scale. Supporting over 1,400 customers in 33 countries, Strada partners with customers at every stage of their journey, to help drive their vision forward. Its why were so driven to connect passion with purpose. Our teams experience in human insights and cloud technology gives companies and employees around the w...

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...

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...

About the Role: Grade Level (for internal use): 09 The Role: Sr Specialist, Consulting. The Team WSO Compliance provides reporting solutions for fund managers to efficiently monitor CLO performance per the covenants provided in the deal terms. Each Compliance module is built to the specific reporting needs of the individual structure, as defined by the Indenture or other governing documents. Business Analysts provide analysis and development of the structure while working with the client to accurately model each report. The Compliance team offers maintenance and support of each model and assists the client with training, trustee reconciliations and custom report development. The Impact Candi...

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 managemen...

About the Role: Grade Level (for internal use): 08 The Team WSO Compliance provides reporting solutions for fund managers to efficiently monitor CLO performance per the covenants provided in the deal terms. Each Compliance module is built to the specific reporting needs of the individual structure, as defined by the Indenture or other governing documents. Business Analysts provide analysis and development of the structure while working with the client to accurately model each report. The Compliance team offers maintenance and support of each model and assists the client with training, trustee reconciliations and custom report development. The Impact Candidate will develop and maintain financ...

Skill required: Voice - Customer Service 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 Job Responsibilities / AuthoritiesReceive inbound Calls/Emails/Chats and ensu...

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Specialist Qualifications: Any Graduation Years of Experience: 7 to 11 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 8+ years of experience in US Retirement Services domain Defined Co...

• Advising clients in investment planning, insurance coverage to help them reach financial objectives • Determining clients income, expenses, insurance coverage, financial objectives, risk tolerance & other information to develop a financial plan Required Candidate profile • Certified Financial Planner (CFP) mandatory • Proficient in Office 365 especially Excel and PowerPoint. • Experience providing quality financial advice. • Knowledge of mutual funds & insurance. Perks and benefits Provident Fund

Manages employee benefits programs, including health insurance, retirement plans, and leave policies. Ensures compliance with regulatory requirements, assists employees with benefits-related queries, and collaborates with HR teams to optimize benefits offerings. Experience with HRMS platforms and benefits administration processes is required.

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...

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 unsuccessfu...