Financial Services Expert

6 days ago

Pune Bengaluru Bangalore, India beBeeConsultant Full time

We are seeking an expert in financial services to join our team for a senior consulting role with a focus on insurance and FSI.

This is a challenging position that involves working on diverse business consulting engagements, applying strategic frameworks, and delivering impactful solutions to clients.

Responsibilities include:

  • Participating in process consulting, functional consulting, technology strategy, program management, and change management initiatives.
  • Analyzing complex problems and developing creative, out-of-the-box solutions.
  • Applying business consulting frameworks and methodologies to address business challenges.
  • Leading workshops to collaborate with client stakeholders and educate them throughout the process.
  • Contributing to sales pursuits, consulting offerings, and internal initiatives.

Key skills required for this position include:

  • A deep understanding of financial services, with expertise in Property & Casualty, Life Insurance, and Retirement Services.
  • Experience in areas such as Business Strategy, IT Strategy, Process Consulting, Cost Optimization, Customer Experience, Digital Transformation, Program Management, Change Management, Product Implementation, Business Analysis, and Post-merger Integration.
  • Strong analytical and problem-solving skills, as well as excellent client-facing and communication abilities.

Domain expertise is preferred in one or more of the following areas:

  • Insurance: Property & Casualty Commercial Lines, Specialty Lines, Personal Lines, Life Insurance.
  • Insurance Operations: Distribution, Marketing, New Business, Underwriting, Policy Servicing/Policy Administration, Claims, Regulatory Compliance, Producer Lifecycle Contracting/Licensing, Compensation and Sales Reporting.
  • Retirement Services: Annuities & Retirement Services, Defined Contribution, Defined Benefits, 401(k) plans, Recordkeeping.
  • Governance, Risk and Compliance: IFRS, GDPR, AML, KYC, client onboarding, regulatory change management, regulatory reporting, anti-financial crime, risk management.

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