Sonika Singhal
Student at Lexicon MILE - Management Institute Of Leadership and Excellence
- Role
- Analyst at TIAA
- Location
- Pune, MH, IN
- LinkedIn followers
- 500 followers
About Sonika Singhal
As an experienced Analyst specializing in the retirement services, I bring over 2 years of dedicated client service expertise in managing and optimizing retirement plans, including 401(k), 403(b), brokerage accounts, rollovers, cash withdrawals, RMDs, and loans. My commitment to providing exceptional client support and my analytical acumen have been the cornerstone of my career, driving successful outcomes and fostering strong client relationships.At TIAA, I have developed a deep understanding of the intricacies involved in retirement planning and financial services. My role has allowed me to not only analyze complex financial data but also to directly engage with clients, ensuring their retirement goals are met with precision and care. Key Highlights- Successfully managed client accounts, providing comprehensive support for 401(k), 403(b), and brokerage accounts, ensuring seamless rollovers and accurate cash withdrawals- Conducted detailed analyses to help clients optimize their retirement plans, including RMD calculations and loan processing, resulting in increased client satisfaction and retention- Streamlined client service processes, reducing response times and enhancing the overall client experience- Developed and maintained strong relationships with clients by delivering personalized service and addressing their unique financial needs- Proficient in using retirement service platforms and financial software to manage accounts and generate insightful reports.My approach is defined by a proactive attitude, attention to detail, and a genuine passion for helping clients achieve their retirement objectives. I thrive in dynamic environments where I can apply my analytical skills to solve problems and improve processes, all while maintaining a client-first mentality.As I seek new opportunities, I am eager to bring my expertise in retirement services and client support to a forward-thinking organization. I am passionate about making a meaningful impact on clients\' financial well-being and contributing to a team dedicated to excellence in service delivery.Let’s connect if you are looking for a dedicated and knowledgeable professional who is enthusiastic about enhancing client experiences and driving success in the retirement services sector. Feel free to reach out to discuss how I can add value to your team.
Experience
Analyst
May 2022 — Present · Pune, IN
Education
Lexicon MILE - Management Institute Of Leadership and Excellence
PGDM
2019 — 2021
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