16 Retirement Services Jobs

As the portfolio lead for all changes affecting the Line of Business, your role will involve working closely with the Overall Transformation Lead to ensure appropriate initiatives are shared across the lines of business. You will collaborate with the BU Technology team to implement short-term changes, automations, and large system implementations to derive client and/or company business case value. Your responsibilities will also include designing the Future State Blueprint/Process and Roadmap to enable the needed capabilities and associated productivity/quality improvements. Additionally, you will serve as the lead for driving continuous improvements of operational efficiencies for the LOB ...

Responsibilities : You will provide leadership on our most critical engagements, working closely with diverse Infosys and client teams to drive successful outcomes. You will also be involved in branding, thought leadership, practice development, and knowledge management efforts to provide value-adding consulting services that enable our clients to meet the global landscape's changing needs. You will anchor sales proposal preparation and engagement delivery efforts. Additional Responsibilities: Location of posting is subject to business requirements Technical and Professional Requirements: Commercial banking, Core banking transformation, Corporate Banking, Lending, Loans & Mortgages, Mobile B...

Job Description: Prior work experience 6 15 years either in management consulting or directly working on advisory business technology or operational change initiatives in one or more of these areas of Financial Services industry Banking Capital Markets Payments or Risk Compliance Full time MBA from top tier business school Qualified CA preferred Consulting advisory experience with top tier consulting organizations strongly preferred Experience in driving large scale transformation program management change management Should have good experience in interfacing with client executives business and IT client members in consultative setups Demonstrate thought leadership ability to conceptualize a...

You will be joining the Morgan Stanley team as a Director in WM Operations - Estate and Inheritor Operations (EIO) team within Product Operations and Services (PO&S) under Wealth Management Operations. This role is ideal for individuals who enjoy developing talent, enhancing operational performance, and implementing process improvements that directly benefit clients and internal stakeholders. In this role, you will have the following responsibilities: - Develop staff, lead projects, and manage resource deployment using management tools such as work queues, checklists, depth charts, and calendars. - Set expectations for your team, define training plans, and share expert knowledge to contribut...

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 deviati...

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 o...

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 o...

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 candida...

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 candida...

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 v...

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 abil...

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 wi...

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 continuou...

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. Collaborat...

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 ...