Who We Are – MassMutual India
Since 1851, MassMutual’s commitment has always been to help people protect their families, support their communities, and help one another. Therefore, we want to inspire people to Live Mutual. We at MassMutual value diversity and inclusion. We’re people helping people
A career with us means you will work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are the foundation of what makes MassMutual a strong, stable, and ethical business. We seek and value unique and varied perspectives and experiences because we believe we are stronger when all voices are heard. We invite you to bring your bright, innovative ideas to MassMutual as we continue to help millions of Americans rely on each other.
Together, we’re stronger.
Job Description
Who We Are – MassMutual India
MassMutual India – in partnership with MassMutual in the United States – will help shape a culture of innovation and to create digital products and technology solutions that help people secure their future and protect the ones they love.
Positioning MassMutual for its next 20 million customers and remaining innovative in a digital-first world led to the creation of MassMutual India in 2020. With its office in Hyderabad, MassMutual India was established to build an in-house team with expertise in application development and support, quality assurance, data sciences, IT operations and Insurance operations (BPO).
For 175+ years, MassMutual has put its customers at the heart of what it does by providing holistic financial solutions, guidance, and education on their terms. Its long-term strategy helps ensure that policyowners and their loved ones can rely on them to be there when they need them most.
Job Description Summary
Process required paperwork and provide customer Service for new and existing business. This may include new business applications, maintenance items, transfer paperwork and various other supplemental accounting paperwork.
Why we need you.
We’re growing and our clients deserve the best. As an Wealth Management Specialist process required paperwork and provide customer service for new and existing business. This may include new business applications, maintenance items, transfer paperwork and various other supplemental accounting paperwork. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness.
Responsibilities - What your days and weeks will include.
Process required paperwork and provided customer Service for new and existing business. This may include new business applications, maintenance items, transfer paperwork and various other supplemental accounting paperwork.
Review broker dealer new business submissions for accuracy and completeness.
Identify cases that are not in good order (NIGO) in order to alert our Field force for resolution.
Process client data into back-office systems with a high level of accuracy.
Research and resolve operational issues as needed.
Identify and resolve problems using Root Cause Problem Solving tools.
Work effectively to meet/exceed productivity and quality standards.
Knowledge on MS excel, MS word and MS powerpoint is preferred.
Macro coding and VBA knowledge would also be preferred
Required skills and qualifications - The qualifications that are needed for this role:
Strong organization and analytical skills
Excellent data entry skills
3-5 years of financial services industry knowledge or experience in the similar process support
Ability to work in a fast-paced environment and adhere to strict deadlines
Ability to work overtime and/or work a flexible shift arrangement as business needs arise.
Preferred qualifications - Additional skills/requirements that make you a great fit
3+ years of financial services industry knowledge
MBA College degree preferred or equivalent business experience
Knowledge and understanding of FINRA/SEC rules and regulations preferred
As a member of the Wealth Management team, you will be subject to supervision requirements including Non-Registered Fingerprinting (NRF) and personal trading account oversight.
Work timings:
This role requires flexibility to work in shifts (regular, afternoon shift, and night shift in India) as per business requirements on a rotational basis. Team members may require working in India night shifts initially for a few weeks for trainings.
Why Join Us?
We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products, and services. To accomplish this, we celebrate an inclusive, vibrant, and diverse culture that encourages growth, openness, and opportunities for everyone. A career with MassMutual, Great Place to Work® certified and India's Best Workplaces in BFSI 2023 - Top 50 organization means you will be part of a strong, stable, and ethical business with industry leading pay and benefits. And your voice will always be heard.
Does this sound like a great fit? Apply today!
Skills Required
- Strong organization and analytical skills
- Excellent data entry skills
- 3-5 years of financial services industry knowledge or similar process support experience
- Ability to work in a fast-paced environment and meet strict deadlines
- Ability to work overtime and flexible shifts as business needs arise
- Knowledge of Microsoft Excel, Microsoft Word, and Microsoft PowerPoint
- Macro coding and VBA knowledge
- 3+ years of financial services industry knowledge
- MBA degree or equivalent business experience
- Knowledge of FINRA and SEC rules and regulations
- Ability to satisfy Non-Registered Fingerprinting and personal trading account oversight requirements
What the Team is Saying
What We Do
With our world class Global Capability Centre (GCC) in the heart of Hyderabad, we at MassMutual are extending a nearly 170-year legacy of securing futures and protecting loved ones to Telangana, India in 2020. The Hyderabad GCC has been established to explore the global talent pool with an in-house team of experts in full-stack Development & Support, DevOps, Quality Assurance, Security & Cloud Engineering, Data Science and several other areas such as insurance, business, security, and operations. Living Mutual has always been at the core of MassMutual’s purpose. Since 1851, MassMutual’s mutual way of life has been reflected in its various initiatives, be it Social Responsibility, Corporate Governance, or Diversity & Inclusion. With the opening of our Hyderabad facility, you’ll not only get to work in our innovative, state-of-the-art Global Capability Centre, you’ll also be supported by colleagues in our global MassMutual community. Spread across 73000+ square feet facility on the 7th floor of BSR IT SEZ, the Global Capability Center in Hyderabad can house more than 600 employees. Located at the heart of Financial District, the facility boasts of work class infrastructure and amenities, enabled by state-of-the-art technology and security systems. In-house gymnasium / aerobics center, yoga room, indoor games room, mothers’ / wellness room, 200+ seater cafeteria, high-rise & lounge seating are some of the amenities available for the employees. The SEZ facility will also provide common creche and eat-out restaurants in the building premises, once operational. Join us now to collaborate with teams across the world on projects and initiatives that will contribute to the growth of MassMutual as a global financial services leader.
Why Work With Us
MassMutual is leading the financial services industry in digital enablement, and the new MassMutual India Global Capability Center is a result of this effort. We are here to empower careers and help people secure their futures through innovation and technology.
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