• Process Specialist Jobs in Pune,India

  • Principal Financial Services, Inc.
  • Save Job
  • 2 - 5 Years
  • Posted : above 1 month

Job Description:

Process Specialist - 180001TD


Years of Experience 1 Year- 2 Years

Role Description

Process and check transactions on Pension Application forms create and maintain retirement plan records for customers, within defined Productivity and Quality standards

Key Responsibilities

Process and check transactions on Pension Application forms within defined Service Level Agreements utilizing available resources including technical documentation, Computer system application features, co-workers and Subject Matter Experts Analyze internal and external correspondence to determine appropriate action needed
Perform other job related duties or special projects as required Make suggestions for improvement in Process and procedures
Ensure effective work management and same day processing to avoid possible financial losses
Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements
Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process
Compliance to PGS policies and Flexibility as per business needs


Education Graduate Bachelors degree (any stream)

Skill set Working knowledge on MS Office tools specifically MS Excel, Minimum of 1-2 years experience in back office Insurance and Financial Institution experience preferred

Good written and verbal communication skills

Analytical skills , Willingness to work in shifts

Multitasking and effective decision making

Other Good knowledge of Finance Domain and Industry


Make sound business decision
Embrace Change
Build strong Partnership
Get results
Act Strategically
Lead Cultivate Talent

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking, Banking
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Cost Accounting/ ICWA
Salary : As per Industry Standards
Deadline : 15th Mar 2020

Key Skills:

Company Profile:

Principal Financial Services, Incarfix

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