Process Specialist - DC

Principal Financial Group; Hyderabad; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Principal Financial Group is seeking a detail-oriented operations professional with a finance background to drive process efficiency in a financial services environment. You will perform operational tasks, monitor performance, and collaborate with stakeholders to meet productivity and quality targets.

The role requires 2–5 years in operations or related financial services, with strong analytical and communication skills and proficiency in Excel and PowerPoint.

Qualifications

• Bachelor's degree in finance.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication skills.
• Proficiency in MS Office applications, especially Excel and PowerPoint.

Responsibilities

• Execute operational tasks in accordance with established process guidelines and quality standards.
• Achieve productivity, quality, and SLA targets consistently.
• Analyze process performance and identify opportunities for improvement.
• Handle escalations and resolve process-related issues in a timely manner.
• Collaborate with internal stakeholders to ensure smooth workflow and service delivery.
• Prepare and maintain reports, dashboards, and process documentation.
• Support training and knowledge-sharing initiatives for team members.
• Ensure compliance with company policies, procedures, and regulatory requirements.
• Participate in process improvement projects and automation initiatives.
• Monitor key performance metrics and provide actionable insights.

Skills

Analytical thinking

Problem-solving

Communication skills

Team collaboration

Education

Bachelor's degree in finance

Tools

Excel

PowerPoint

Job description

Responsibilities

• Execute operational tasks in accordance with established process guidelines and quality standards.
• Achieve productivity, quality, and SLA targets consistently.
• Analyze process performance and identify opportunities for improvement.
• Handle escalations and resolve process-related issues in a timely manner.
• Collaborate with internal stakeholders to ensure smooth workflow and service delivery.
• Prepare and maintain reports, dashboards, and process documentation.
• Support training and knowledge-sharing initiatives for team members.
• Ensure compliance with company policies, procedures, and regulatory requirements.
• Participate in process improvement projects and automation initiatives.
• Monitor key performance metrics and provide actionable insights.

Qualifications

Bachelor's degree in finance

Additional Information

• 2–5 years of relevant experience in operations, insurance, banking and financial services
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication skills.
• Proficiency in MS Office applications, especially Excel and PowerPoint.
• Ability to work independently and collaboratively in a team environment.
• Strong attention to detail and customer-focused mindset.
• Experience in 401K domain will be an added advantage