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

Job Description
Summary Processes requires validation of paperwork with respect to Client Onboarding, Setting-up Standard Instructions, Transfer of Assets, Advisory Maintenance, Broker-Dealer changes, Split-Codes and Investor communications to provide customer Service for new and existing business. This may include new business applications, maintenance items, transfer paperwork and various other supplemental accounting paperwork. It also requires reviewing and processing all internal brokerage and advisory transfers in a timely manner to facilitate the movement of customer funds in and out of our brokerage accounts, held with National Financial Services (NFS); including depositing and withdrawing of funds. Further, the team manages the setup and modifications of money movement investment and withdrawal plans. We provide guidance and education to field reps on requirements and regulations regarding money movement and communicate frequently with National Financial Services. The team also collaborates closely with the Transfer of Assets,



Advisory, New Business and Trading teams within MMLIS. The Impact The successful candidate will deliver business value by performing account maintenance activities such as reviewing new account paperwork, communicating with advisors and providing world class customer service for current and existing business. The goal of the job is to create complete, accurate and ‘in-good-order’ documents reaching the Business Acceptance Team. Why we need you. We are growing and our clients deserve the best. As a Wealth Management Specialist, processes require 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, first time right approach and will show courage, even in the most difficult situations. We also highly value strong communication and documentation skills, a passion for learning, leadership traits, resilience, and self-awareness. 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

📌 Analyst, Operations (Hyderabad)
🏢 MassMutual
📍 Hyderabad