Ruchi Bhatia

Ruchi Bhatia

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

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  • Timeline

  • About me

    Client Services Manager II Asian Employee Resource Group Chair

  • Education

    • Gujarat University

      1994 - 1997
      Bachelor's degree Accounting and Business/Management
  • Experience

    • 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

  • Licenses & Certifications

    • Finra Series 6

      FINRA
    • Finra Series 63

      FINRA
  • Volunteer Experience

    • Board Member

      Issued by Dedicated to Our Community of North Carolina (DOC NC) on Jan 2010
      Dedicated to Our Community of North Carolina (DOC NC)Associated with Ruchi Bhatia