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Senior Assistant Vice President EXL/SAVP/1104596

4 weeks ago


Noida, Uttar Pradesh, India exl Full time

Job Description

Graduate with 15 +Yrs. Experience, minimum 8-10 years of experience in US Pension domain and team management.Should have knowledge / understanding of US Pension domain Thorough understanding of laws, regulations, and agency interpretations or opinions related to retirement benefit which includes product knowledge of (k) plans, (b) plans, and IRAs Excellent people manager, open to direction with positive collaborative work style & commitment to get the job doneMust be able to effectively communicate with client through conference calls and e-mailsCapability to conduct an appraisal discussion and assess different levels of performance and potential.Capability to communicate with large teams.Process Excellence MethodologyAppreciation of the domain needs of the process and its key driversReasonable level of business perspective regarding the internal functioning of BPO/EXLGood networking capability and Client facing skillsMaintain good rapport with customer and have regular communication with themInterpersonal, Analytical and Logical Reasoning Deep understanding of record keeping value chain with implications for advisors, plan sponsors, participants Understanding of at least 70% of the below aspects of the Retirement value chain:Participant Services:Privacy & ProtectionRAD VanceAdmin ServicesInvestment / Fund AdminTrading & ReconciliationsFund Line up ChangeFund ResearchLicense & CommissionsBillingCashieringAccount ReconciliationsReversalsPlan ServicesDeconversions / TerminationsContracts / Funding DocsFiduciary AdviceMulti-Employer Plans / Pooled Employer PlansRemittance & RolloversCompliance Testing & ReportingAudit SupportDefined Benefits:CalculationsPayment SetupDeath ProcessingMaintenanceTrust Operations/Deposits and other Special OperationsQDROAccount ManagementPlan Configuration Strong understanding of retirement principles and cost drivers, and fluent with the changing landscape of record keeping process delivery