Wealth & Retirement Domain Expert

Mogi I/O : OTT/Podcast/Short Video Apps for you; Chennai District; Hybrid; INR 2,000,000 - 3,000,000; Full time

Job summary

Mogi I/O is seeking an experienced BFS Functional Expert to lead initiatives in Retirement Products and Investment Management. The role focuses on engaging clients, solution design, and driving transformation within the wealth management space.

With 15-19 years of experience in Banking & Financial Services, candidates should demonstrate strong communication, analytical, and problem-solving skills. This full-time, hybrid position offers opportunities for substantial impact within a global technology and consulting organization.

Qualifications

• 15-19 years of experience in Banking & Financial Services domain.
• Strong expertise in Retirement Products and Investment Management.
• Deep understanding of Annuities and Wealth Management ecosystems.

Responsibilities

• Engage with clients to understand retirement and investment business challenges.
• Lead solution design for retirement ecosystem transformation initiatives.
• Support modernization and platform transformation programs.

Skills

Strong communication skills

Business analysis

Problem-solving skills

Client engagement

Domain expertise in Retirement Products

Job description

About the Company

We are hiring on behalf of a global technology and consulting organization supporting digital transformation and modernization initiatives across Banking and Financial Services domains.

Work Type

Full-Time / Hybrid

Job Overview

We are looking for an experienced BFS Functional Expert with deep expertise in Retirement Products and Investment Management to lead strategic initiatives, support business transformation programs, and drive solution design across retirement and wealth management ecosystems. The role requires strong client engagement capabilities, domain expertise, and the ability to bridge business requirements with technology solutions.

Key Responsibilities

• Engage with clients to understand retirement and investment business challenges
• Provide domain expertise in retirement products, annuities, and wealth management
• Lead solution design for retirement ecosystem transformation initiatives
• Translate business requirements into functional specifications
• Support modernization and platform transformation programsDevelop RFP responses, client presentations, and workshops
• Collaborate with business and technology stakeholders
• Support integration initiatives across retirement and investment platforms
• Drive stakeholder engagement and relationship management
• Participate in strategic roadmap discussions and business transformation programs

Must-Have Qualifications

• 15-19 years of experience in Banking & Financial Services domain
• Strong expertise in Retirement Products and Investment Management
• Deep understanding of Annuities and Wealth Management ecosystems
• Proven experience in solution design and transformation initiatives
• Experience engaging with senior stakeholders and clients
• Strong business analysis and functional consulting experience
• Experience creating RFP responses and client presentations
• Strong communication, analytical, and problem-solving skills