Shruti Udaypuria
Retirement Advisor @Pensionbox
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WORK HISTORY
Retirement Advisor @Pensionbox
Bengaluru, IN
Supported corporates in designing and operationalizing retirement benefit programs, with a focus on Corporate NPS implementation and employee experience. Functioned as a client-facing operations and consulting partner, translating regulatory and financial requirements into scalable execution processes. Delivered structured webinars and enablement sessions, simplifying complex financial concepts for diverse employee groups. Managed process execution and adoption across the employee lifecycle—onboarding, KYC completion, account setup, and ongoing support. Identified operational gaps during rollouts and worked cross-functionally to improve workflows, reduce friction, and enhance product usability. Balanced client satisfaction, regulatory compliance, and operational efficiency, ensuring successful program adoption at scale.
EDUCATION
ISBR Business School
Master of Business Administration - MBA, Accounting and Finance
Ramadevi College of Education
Bachelor of Commerce - BCom, Commerce
Dav Public School
CBSE
Ravenshaw University
CHSE, Commerce
ABOUT SHRUTI UDAYPURIA
I work at the intersection of finance, operations, and client execution, helping organizations design and implement scalable retirement benefit solutions.Currently, I work as a Retirement Advisor – Corporate Solutions (B2B) at PensionBox, where I partner with corporates to enable and operationalize Corporate NPS programs. My role involves working closely with HR and finance stakeholders to translate regulatory and financial requirements into structured, executable processes.I lead end-to-end implementation and onboarding, including HR dashboard enablement, employee KYC and account setup, contribution workflows, and post-launch support. A key part of my work includes conducting employee education webinars, simplifying retirement planning, tax benefits, and investment concepts to drive adoption.Beyond advisory, I focus on process ownership, cross-functional coordination, and continuous improvement, identifying gaps during rollouts and collaborating with internal teams to improve efficiency, compliance, and user experience.
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