Ruchi Bhatia

Experience

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  Principal Financial Group

  Nov 2018 - now

  Client Services Manager | Asian Employee Resource Group (AERG) Chair

  Client Services Manager:- Maintain effective relationships with plan sponsors and financial advisors- Subject matter expert on Non-qualified Deferred Comp Plans- Ensure client retention, growth and profitability for 130+ large to small non-qualified plans- Collaboration with business partners for asset management, new accounts and regulatory needs- Proactive Plan reviews for process improvement - High engagement in problem resolution of operational and service requests - Identify customer expectations related but not limited to annual enrollment, reporting and auditsAsian Employee Resource Group (AERG) Chair: - Leading and supporting 2300+ members globally by collaborating with executive leadership- Developing strategies for personal and professional growth to create inclusive environment - Promote cultural awareness through panel discussions, community events, blogs and newsletters - Steering committee Leadership member responsible for attracting and acquiring diverse talent- Identifying sponsorship opportunities with Durham Public Schools Foundation and Principal Foundation- Coordinated laptop giveaway for 100 local students and continuing efforts to benefit more Show less