Finance and Operations Professional

18 hours ago

Chennai, Tamil Nadu, India beBeeBanking Full time ₹ 15,00,000 - ₹ 20,00,000
Opportunities in Banking and Finance

We are seeking experienced professionals to fill various banking and finance roles, including Pensions, Approved Retirement Fund (ARF), Savings & Investments, Individual Personal Retirement Savings Account- IP, and Senior Analyst positions.

Mandatory skills: Strong analytical and problem-solving abilities, knowledge of insurance operations, customer service, and compliance with UK industry regulations.

Pensions Role:
  • Handle written enquiries from policyholders and IFAs
  • Process back-office insurance tasks
  • Respond professionally to complaints

Mandatory skills: Strong written communication, strong data entry and reconciliation skills, familiarity with ARF products and compliance standards, experience working with financial systems.

Approved Retirement Fund (ARF) Role:
  • Manage post-retirement ARF processes
  • New business input, income payments, surrenders, top-ups, and fund switches

Mandatory skills: Bachelors in Finance or related field, 2+ years in retirement fund operations, expertise in ARF products, and proficiency in financial analysis software.

Savings & Investments Role:
  • Process savings and investment activities for new business
  • Data input, investment updates, special underwriting cases, conversions, and electronic data matching

Mandatory skills: Bachelors in Finance or related field, 2+ years in financial or insurance operations, strong Excel skills, and in-depth knowledge of savings and investment products.

Individual Personal Retirement Savings Account- IP Role:
  • Manage written enquiries
  • Process back-office operations like claims and alterations
  • Handle complaints and support customer satisfaction

Mandatory skills: Strong written communication, knowledge of life and pension policy servicing, attention to detail, customer service, and compliance with UK insurance regulations.

Manager Role:
  • Lead end-to-end operations across Life & Pensions sub-processes
  • Drive delivery excellence through domain-specific Centers of Excellence

Mandatory skills: 15+ years of experience in insurance operations with deep domain expertise in Life & Pensions, strong leadership skills, and expertise in process and quality management.

Senior Analyst- Supervisor Role:
  • Lead ARF Post-Retirement and New Business S&I teams
  • Ensure timely and accurate transaction processing

Mandatory skills: Bachelors in Business or Finance, 5+ years in financial operations with 2+ years in a supervisory role, strong understanding of ARF and investment products, and team leadership skills.

Senior Analyst QA Role:
  • Conduct audits across ARF and S&I transactions
  • Ensure compliance with internal and regulatory standards

Mandatory skills: Bachelors in Finance or related field, 5+ years in quality assurance or financial operations, strong knowledge of ARF and investment products, and proficiency in Excel and audit tools.

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