12 Retirement Services Jobs

The candidate will be responsible for collaborating with advisors and clients to address service-related issues, requests, policies, procedures, and account information. You will communicate with advisors through the system to assist them with inquiries, unresolved issues, and promptly resolve complex problems. Your focus will be on providing a distinctive client experience that defines and sets apart advisors" practices. Your role involves delivering exceptional customer service by responding to advisor and client inquiries promptly in a customer-focused environment. You should ensure meeting the Service Level Agreements (SLA) and goals established by the business unit, with minimal deviation not exceeding 10% from the team average. Daily collaboration with business partners across various sites is essential for processing work efficiently. Identifying process enhancements and working with relevant resources to implement solutions will be part of your responsibilities. You will be required to have all necessary information readily available for accurately processing requests for Account Service, utilizing different computer applications to identify issues and correspond with Advisors for additional requirements. Additionally, you will be responsible for accepting or rejecting requests with appropriate rationale on service requests based on their order status. As for the qualifications, you should hold a Graduate or Post-Graduate degree in finance, commerce, business management, or operations discipline. Strong written and verbal communication skills, as well as presentation skills, are essential. Proficiency in Microsoft Office is required. Exposure to financial products such as mutual funds, insurance, retirement services, and financial planning would be advantageous. Any product-specific or financial services industry experience will be beneficial, along with 0-2 years of experience in brokerage, insurance, or annuities. A solid academic background or orientation will be an added advantage. About Our Company: Ameriprise India LLP has been providing client-focused financial solutions for 125 years, assisting clients in planning and achieving their financial objectives. A U.S.-based financial planning company headquartered in Minneapolis, we have a global presence. Our core areas of focus include Asset Management and Advice, Retirement Planning, and Insurance Protection. Join our inclusive and collaborative culture, where your contributions are rewarded, and work alongside talented individuals who share your commitment to excellence. You will have ample opportunities to leave your mark in the office and make a difference in your community. If you are talented, driven, and seek to work for an ethical company that values its employees, take the next step and build your career at Ameriprise India LLP. Note: This is a full-time position with working hours from 8:00 PM to 4:30 AM, based in the AWMP&S President's Office within the Business Support & Operations job family group.,

We are seeking Finance Graduates to join our team in a Financial Advisory Support role. This position is ideal for individuals with exposure to financial products who are looking to kickstart their career. Both freshers and experienced candidates with excellent communication skills are welcome. This is a great opportunity to gain hands-on experience and pursue professional certifications in the finance industry. Roles & Responsibilities Provide essential support for financial advisory activities. Engage in client interactions, addressing inquiries and providing information on financial products. Assist with tasks related to Mutual Funds, Insurance, Retirement Services , and other financial offerings. Contribute to a collaborative team environment to achieve business objectives. Required Candidate Profile Education: Only Finance Graduates are eligible. Freshers with excellent communication skills can apply. Experience: Some exposure to financial products is required. Skills: Excellent communication skills are mandatory. A willingness to pursue and obtain licensing certifications (such as Series 7, State Securities/Insurance , etc.) is highly valued. Additional Information Salary: Up to ?6.5 LPA . Work Schedule: Hybrid work model. 8:30 PM to 4:30 AM shift. Transport: Pick-and-drop cabs are provided. Interview: The interview process will be Face-to-Face (F2F) . Joining: We are looking for immediate joiners or candidates with a 30-day notice period . How to Apply Interested candidates can WhatsApp their resume to 9810996899 .

We are seeking Finance Graduates to join our team in a Financial Advisory Support role. This position is ideal for individuals with exposure to financial products who are looking to kickstart their career. Both freshers and experienced candidates with excellent communication skills are welcome. This is a great opportunity to gain hands-on experience and pursue professional certifications in the finance industry. Roles & Responsibilities Provide essential support for financial advisory activities. Engage in client interactions, addressing inquiries and providing information on financial products. Assist with tasks related to Mutual Funds, Insurance, Retirement Services , and other financial offerings. Contribute to a collaborative team environment to achieve business objectives. Required Candidate Profile Education: Only Finance Graduates are eligible. Freshers with excellent communication skills can apply. Experience: Some exposure to financial products is required. Skills: Excellent communication skills are mandatory. A willingness to pursue and obtain licensing certifications (such as Series 7, State Securities/Insurance , etc.) is highly valued. Additional Information Salary: Up to ?6.5 LPA . Work Schedule: Hybrid work model. 8:30 PM to 4:30 AM shift. Transport: Pick-and-drop cabs are provided. Interview: The interview process will be Face-to-Face (F2F) . Joining: We are looking for immediate joiners or candidates with a 30-day notice period . How to Apply Interested candidates can WhatsApp their resume to 9810996899 .

We are seeking a PS Analyst to join our team. The ideal candidate will have a background in commerce or finance and experience in customer interactions. This role requires excellent communication skills and a strong understanding of financial products. Roles & Responsibilities Engage in customer-based interactions , both orally and in writing. Interact with financial advisors to provide support and information. Handle inquiries and provide assistance related to various financial products such as mutual funds, insurance, and retirement services. Ensure all communications are clear, professional, and accurate. Required Candidate Profile Qualification: B.Com, M.Com, BBA, and MBA Finance candidates only are eligible to apply. Experience: At least 1-5 years of experience in customer-based interactions (oral and written). Skills: Excellent communication (oral and written is mandatory). Exposure to financial products like mutual funds, insurance, and retirement services. Compensation & Work Schedule Shift: Fixed shift from 8 PM to 4:30 AM . Work Days: Fixed Saturday and Sunday offs. Joining: We are looking for immediate joiners . How to Apply For more details, please call Vikas at 8527840989 . To apply, send your resume to [HIDDEN TEXT] .

We are seeking a PS Analyst to join our team. The ideal candidate will have a background in commerce or finance and experience in customer interactions. This role requires excellent communication skills and a strong understanding of financial products. Roles & Responsibilities Engage in customer-based interactions , both orally and in writing. Interact with financial advisors to provide support and information. Handle inquiries and provide assistance related to various financial products such as mutual funds, insurance, and retirement services. Ensure all communications are clear, professional, and accurate. Required Candidate Profile Qualification: B.Com, M.Com, BBA, and MBA Finance candidates only are eligible to apply. Experience: At least 1-5 years of experience in customer-based interactions (oral and written). Skills: Excellent communication (oral and written is mandatory). Exposure to financial products like mutual funds, insurance, and retirement services. Compensation & Work Schedule Shift: Fixed shift from 8 PM to 4:30 AM . Work Days: Fixed Saturday and Sunday offs. Joining: We are looking for immediate joiners . How to Apply For more details, please call Vikas at 8527840989 . To apply, send your resume to [HIDDEN TEXT] .

ONLY BCOM,MCOM, BBA AND MBA FINANCE CANDIDATES TO APPLY 8PM TO 4:30 AM (FIXED SHIFT)/ SAT AND SUN OFFS/IMMEDIATE JOINERS CALL VIKAS 8527840989 EMAIL :- VIKASIMAGINATORS@GMAIL.COM EXCELLENT COMMUNICATION( ORAL AND WRITTEN MANDATE FOR THIS ROLE) Required Candidate profile MIN 1-5 YRS EXP IN CUSTOMER BASED INTERACTIONS(ORAL AND WRITTEN) EXPERIENCE OF INTERACTING WITH FINANCIAL ADVISORS EXPOSURE TO FINANCIAL PRODUCTS LIKE MUTUAL FUNDS,INSURANCE, RETIREMENT SERVICES ETC.

About the job Job Title: Director - Retirement Services, One SBS India Portfolio Location: Hyderabad Eligibility Criteria: Must have at least 24+ months of experience in the current role or grade. If applying laterally, need to have at least 12 months of experience in your present role/grade. Strong communication skills (oral and written) are required. Working knowledge of payroll and benefits administration is highly preferred. RPF or FPC / CPP certification is preferred. Proven strong leadership and business skills. Excellent interpersonal, conflict management, and mentoring skills. Effective time management, organizational, and planning skills. Demonstrates behavior that aligns with the values of the organization. Current Supervisor approval required; should not have been on a Performance Improvement Plan (PIP) or issued a Warning in the last 12 months. Overview & Scope: The Director will develop and lead day-to-day operations of key strategic Retirement Services teams within the One SBS India portfolio. This role is critical for scaling processes to enhance the scope and quality of services while improving operating costs and margins. The Director is responsible for all aspects of daily operations, including driving strong associate and client engagement, ensuring operational excellence through KRA/SLA adherence, and fostering a culture of innovation and continuous improvement. Deliver business goals for the respective business functions. Collaborate with stakeholders on initiatives like Associate Engagement, Client Engagement, Dashboards, Career Progression, sharing of best practices, and campus recruitment. Lead efforts to achieve world-class service and operational excellence, with a focus on continuous innovation and process improvements. Establish and maintain appropriate structures and responsibilities to achieve business objectives. Continuously evaluate results to meet performance objectives and adjust strategies accordingly. Managerial Responsibilities: Manage a team of leaders and frontline leaders, with 6 to 8 or more direct reports as the business grows. Use strategic objectives to set performance parameters and ensure the team's success. Ensure on-time delivery with best-in-class quality and productivity standards, supported by strong quality systems for reporting and evaluation. Actively identify modernization opportunities and improve collaboration with onsite teams / GPT / GETS. Maintain a relentless focus on enhancing associate and end-user experience. Individual Skill Set: Strong planning, organizational, and interpersonal skills. Excellent presentation skills, both verbal and written. Proven ability to manage multiple projects and relationships simultaneously. Demonstrated capability to lead operations in achieving client satisfaction, associate engagement, and performance management. End-to-end thinking to improve customer experience. Ability to take calculated risks, take decisive actions, and adopt a data-driven approach to work. Sound judgment and ability to foster teamwork, resolve conflicts, and drive convergence. Knowledge of tools and techniques for gaining cooperation and support. Ability to work effectively in a matrix structure and as part of a team. Willingness to work in night shifts supporting US time zones.

Job Description: With a prior work experience of 6-15 years either in management consulting or directly working on advisory business technology or operational change initiatives in Financial Services industry, specifically Banking and Capital Markets, you will bring a wealth of expertise to the role. A Full time MBA from a top tier business school is required, while being a Qualified CA is preferred. Experience in driving large scale transformation program management and change management is essential for this position. Additionally, you should have a strong background in interfacing with client executives, business and IT members in consultative setups. Demonstrating thought leadership ability and driving new solution service offerings to market will be a key part of your responsibilities. An ability and willingness to work as part of a cross-cultural team, with flexibility to support multiple time zones when necessary, is crucial. Key Responsibilities: In this role, you will provide leadership on critical engagements, working closely with diverse Infosys and client teams to ensure successful outcomes. You will also be involved in branding, thought leadership, practice development, and knowledge management efforts to deliver value-adding consulting services that cater to the changing needs of clients in the global landscape. Anchoring sales proposal preparation and engagement delivery efforts will also be part of your responsibilities. Technical Requirements: Your expertise should cover areas such as Commercial banking, Core banking transformation, Corporate Banking, Lending, Loans, Mortgages, Mobile Banking, Retail banking, Trade finance, Investment Banking, Market Infra, Private Banking, Retirement Services, and Asset Wealth Management. Additional Responsibilities: The location of posting is subject to business requirements. Preferred Skills: Your domain expertise should be in Banking - ALL.,

The ideal candidate for this position should have a minimum of 6-15 years of prior work experience in management consulting or advisory roles focusing on business technology or operational change initiatives within the Financial Services industry, specifically in Banking and Capital Markets. A Full-time MBA from a top-tier business school is required, while being a Qualified CA is preferred. Candidates with consulting advisory experience from top-tier consulting organizations are strongly preferred. The role requires experience in leading large-scale transformation programs, program management, and change management. Excellent interpersonal skills are essential for effectively interfacing with client executives, business stakeholders, and IT members in consultative environments. The successful candidate should be able to demonstrate thought leadership by conceptualizing and driving new solution offerings to market. Flexibility to work as part of a cross-cultural team, including supporting multiple time zones, is necessary. Key Responsibilities: - Lead critical engagements by collaborating with diverse Infosys and client teams to ensure successful project outcomes. - Contribute to branding, thought leadership, practice development, and knowledge management efforts to deliver value-added consulting services that align with clients" evolving needs. - Take charge of sales proposal preparation and engagement delivery efforts. Technical Requirements: - Proficiency in areas such as Commercial Banking, Core Banking Transformation, Corporate Banking, Lending, Loans, Mortgages, Mobile Banking, Retail Banking, Trade Finance, Investment Banking, Market Infrastructure, Private Banking, Retirement Services, Asset Management, and Wealth Management. Additional Responsibilities: - The location of posting is subject to business requirements. Preferred Skills: - Domain expertise in Banking, with a focus on all aspects of Banking. If you meet the above requirements and possess the desired skills, we encourage you to apply for this challenging role.,

Reviewing documents to determine type of request(s) and process them as per set guidelines Requests involve Premiums and Loan payments, Administration of EFT policies and administration of direct bill policies as well as changing premium modes and billing features on policies. . Verifying the sender, process transactions in admin systems and send confirmation letter to the policy owner. These communications could be through email or letters using predefined templates Contribute to individual quality and productivity goals by meeting processing targets focused on turnaround time expectations Promote a positive customer service mindset to surpass the expectations of customers through continuous improvement Identify and capitalize on best practices to ensure consistency and optimal performance in a team based environment Active participation in ongoing development of self Continue to build additional knowledge and understanding of the client's business Perform other duties as needed.

You will be working as an Assistant Manager in the Retirement Services team at RRD GO Creative, a company specializing in business communications, marketing solutions, and digital productivity. With over three decades of experience, our company focuses on transforming customer experiences through Global Brand Solutions, Smart Work Solutions, and Technology & Innovation Services. Your primary responsibility will be to oversee the Retirement Process, specifically focusing on 401K, Defined Contributions, and Defined Pensions. You will be expected to manage workflows efficiently, meet defined Turnaround Times (TATs), and act as a Subject Matter Expert (SME) for the assigned processes. Collaboration with Line of Business partners and maintaining high levels of engagement and communication will be essential aspects of your role. To excel in this position, you should possess 8-15 years of experience in retirement services, particularly in ADP/ACP testing, Top Heavy and Coverage testing, and 5500 form processing. A background in Commerce, Finance, or an MBA along with a strong understanding of 401K, Defined Contributions, Pension claims, US Pension Retirement accounts, and Insurance Claims will be beneficial. Proficiency in MS Office Suite, hands-on experience in retirement claims management and reconciliation, excellent communication skills, and the ability to work flexible shifts are qualities that will be advantageous in this role. Your capability to work both independently and collaboratively with cross-functional teams will be crucial in ensuring accurate management reporting and successful delivery of key metrics and performance indicators.,

You will be responsible for serving as a Sr. Solution Consultant specializing in Institutional Assets and Retirement Services at our Pune location. With 16 to 22 years of experience in the BFSI sector, you will need to possess a thorough understanding of the industry trends and client issues. Your role will involve collaborating with Sales teams to identify new opportunities through market research, business analysis, and client profiling. Additionally, you will be required to create proposals, deliver presentations and solution demonstrations, and provide high-level estimates at the Solution, Architecture, and Design level. You will play a crucial role in the entire project lifecycle, from opportunity identification to delivery handover, by liaising with various teams such as Sales, Delivery, Horizontals, and Legal departments. Your expertise in the BFSI space, particularly in the Institutional Assets and Retirement Services domain, will be invaluable in developing strong solutions and engaging with stakeholders effectively. You should have experience in presales, technology solutions, communication, presentation, and stakeholder management. Familiarity with new technology trends such as GenAI, AI/ML, and RPA, as well as the ability to work with geographically distributed teams and undertake domestic and international travels, are essential for this role. In return, you can expect a competitive salary and benefits package, a culture focused on talent development, opportunities to work with cutting-edge technologies, and various employee engagement initiatives. Persistent Ltd. is committed to creating an inclusive environment that values diversity and offers hybrid work options, flexible hours, and accessible facilities for employees with disabilities. If you are looking to accelerate your growth, make a positive impact using the latest technologies, and collaborate in a values-driven work environment, join us at Persistent. Persistent is an Equal Opportunity Employer that promotes diversity and inclusion in the workplace. We encourage applications from qualified individuals of all backgrounds and abilities, ensuring a supportive and inclusive environment where every employee can thrive.,