Walkin Drive For Individual Retirement Account(IRA) Bangalore-13th Jan

Job description

Greetings from Infosys BPM Ltd.,

We are hiring for Walkin Drive for Individual Retirement Account (IRA) Domain for Bangalore. Please walk-in for the interview on 13th January 2026 in Bangalore.

Note: Please carry copy of this email to the venue and make sure you register your application before attending the walk-in. Please use below link to apply and register your application.

Please mention Candidate ID on top of the Resume ***

Senior Process Executive - 1Yr to 2Yrs experience:

Process Specialist- 2Yr to 3Yrs experience:

Interview details:

Interview Date: 13th January 2026

Interview Time: 09:30 AM to 12:00 PM IST

Interview Venue:

Bangalore, E-City Phase-2, Infosys Limited, No. 40/P-41/P,

Building: 68, Gate: 2, Electronic City phase 2, Industrial Area, Konappana Agrahara, Bangalore- .

Landmark: In Between Sunik Industries and Tejas Networks.

Please find below Job Description for your reference:

• Job Location: Mysore
• Qualification: Any Graduates - Full time Graduates
• Experience: 1 - 3 Years
• Notice Period: Immediate Joiners Only
• Shift: Night Shift (06:30 PM to 03:30 AM)
• Week Offs: Rotational Offs
• Work From Office is mandatory (5 days)
• Job Level: 2A/ 3A
• Designation: Senior Process Executive/ Process Specialist

JOB DESCRIPTION FOR 2A:

Role Purpose:

To independently manage IRA operational activities while ensuring regulatory compliance, accuracy, and client service excellence in line with Infosys delivery standards.

Experience:

1-2 years of relevant experience in US banking Domain, IRA experience, customer service or similar roles as per current OD guidelines it is 1 to 2 years work experience post-graduation completion)

Responsibilities:

• Manage and maintain IRA accounts in compliance with federal regulations.
• Based on complexity, optimally manages assigned tasks within deadlines, prioritizing and scheduling work.
• Demonstrates the ability to independently manage individual cases, ensuring minimal rework and consistently meeting established quality and timeline standards.
• Monitor and process the batch of transactions/records with complete accuracy and to identify errors and initiate necessary corrective action
• Execute complex tasks according to established standard operating procedures within defined SLAs
• Process IRA contributions, distributions, rollovers and transfers accurately.
• Ensure compliance with regulatory and legal requirements during the execution of transactions.
• Perform account reconciliations and resolve discrepancies
• Stay updated on tax laws and retirement account regulations.

Required Skills & Competencies:

• Working knowledge of IRA products and retirement account operations.
• Strong attention to detail and compliance orientation.
• Good analytical and problem-solving skills.
• Proficiency in MS Excel.
• Effective communication and stakeholder coordination skills.

JOB DESCRIPTION FOR 3A:

Role Purpose:

We are seeking a detail-oriented and organized Back-End Operations Specialist to support our Individual Retirement Services team. This role is crucial in ensuring the smooth functioning of retirement account processing, data management, compliance tracking, and operational efficiency. The ideal candidate will have experience in financial services operations (Specifically in IRA products two or more services such as Revocations, Recurring Distributions, Recharacterization, Form 5498 Corrections, Decedent IRA's, Conversions, Processing ZREP 028 report, Withholding Election Reminder Letters, State Withholding Dashboard, IRS refund return OPT - IN Program and IRS (Internal Revenue Service)-Report & Record Keeping), strong analytical skills, and a commitment to accuracy and confidentiality.

Experience:

2-3 years of relevant experience in US banking, IRA experience, customer service, or similar roles. as per current OD guidelines it is 2 to 3 years work experience post-graduation completion)

Responsibilities:

• Review IRA transactions including contributions, distributions, rollovers, transfers and beneficiary updates.
• Serve as SME for IRA regulations, IRS guidelines and client-specific requirements.
• Excellent problem-solving and documentation skills
• Provide functional guidance and mentoring to Process Executives.
• Collaborate with operations teams to maintain accuracy and efficiency
• Perform root cause analysis for defects, errors and compliance gaps.
• Participate in client governance calls and operational reviews.
• Ensure adherence to Infosys risk, compliance and information security standards.
• Work flexibly in rotational and night shifts.

Documents to Carry:

• Carry a printout your updated resume.
• Carry any 2 photo Identity proof (PAN Card/Driving License/Voters ID card/Passport).
• All original education documents needs to be available for verification.(10th, 12th, Graduation(Sem Wise Marksheet, CMM. Provisional and Original Degree)

Mandatory to carry:

• Smartphone with good front camera, charger and Headset for Assessment, Government ID proof Hardcopy.

Pointers to note:

• Please do not carry laptops/cameras to the venue as these will not be allowed due to security restrictions.
• Original Government ID card is must for Security Clearance

Thanks & Regards,

Infosys Recruitment Team.