Principal Financial Group
Website:
principal.com
Job details:
Responsibilities
About the Role
We are seeking a dedicated Senior Pricing Analyst to join our team in Pune, Maharashtra, India. This outstanding opportunity lets you play a pivotal role in crafting the financial strategies of our Total Retirement Suite. As a Senior Pricing Analyst, you will use your proven expertise to perform accurate financial analysis, prepare competitive fee quotes, and evaluate investment solutions that support our ambitious asset management strategy.
Key Responsibilities
- Perform financial analysis for WSRS initiatives, including sales and compensation reporting, new business revenue, and asset capture.
- Leverage large amounts of data to prepare and communicate a variety of financial reports to team, leaders, and business partners.
- Prepare fee quotes for assigned sales and service team areas or individuals, ensuring competitiveness and value.
- Review a prospect/client's present investment selection and suggest options to back our asset management plan.
- Analyze the competitiveness of our fee quote and service package to consult with field partners and leaders.
Qualifications
- Bachelor's degree or equivalent experience required.
- 4+ years of financial retirement plan experience in operations, customer care, administrative, or similar roles.
- Knowledge of retirement plan and products, including investments, plan development, and services, laws & regulations, industry standards, and the competitive environment.
- Experience with Excel and Salesforce.
- Strong communication skills.
- Time management and ability to multi-task.
- Provide timely, courteous, and excellent service to all customers.
- Operate in an ethical manner.
Additional Information
Why Join Us?
At Principal Global Services, you will have the chance to work with a world-class group in a collaborative and inclusive setting. We are dedicated to your professional development and success, providing an encouraging team and access to outstanding resources. Your position as a Senior Pricing Analyst will be key to our mission to deliver outstanding financial services and solutions. Join us and be part of a team that thrives on innovation and excellence!
Shift Time : 5:30 PM to 2:30 AM /6:30 PM to 3:30 AM
Click on Apply to know more.