Financial Inclusion Project Coordinator

21 hours ago


New Delhi, India Oswal Computers & Consultants Pvt. Ltd. Full time

About the jobJob Description: Financial Inclusion Project Coordinator (CA Fresher)/ CA Finalist Location: Indore (Head office) Job Summary: We are seeking a dynamic Chartered Accountant (CA) fresher to join our team for the profile. Project Manager for Insurance & Financial Inclusion project . The primary responsibility of this role is to coordinate activities between the Head Office, Zonal Offices of various banks, insurance & clients .Key Responsibilities:1.Coordination with Banks and Insurance Company : · Act as a liaison between our organization and the Head Office, Zonal Offices, and Branches of partner banks and insurance company for life as well as general insurance. · Facilitate regular meetings and communications to ensure alignment on project goals, timelines, and deliverables. · Monitor and report on progress, identifying and addressing any issues or bottlenecks in a timely manner. · Build strong working relationships with key stakeholders to foster collaboration and smooth execution of financial inclusion strategies. 2.Project Management: · Assist in the planning, execution, and monitoring of financial inclusion projects in alignment with organizational objectives. · Ensure compliance with regulatory requirements and internal policies related to financial services and banking operations. · Prepare reports, presentations, and documentation as required for internal and external stakeholders. · Support in the development and implementation of strategies to enhance financial literacy and inclusion among target communities.3.Data Analysis and Reporting: · Analyze data related to banking and insurance transactions, customer demographics, and project outcomes to derive actionable insights. · Prepare comprehensive reports and dashboards to track project performance and impact. · Provide recommendations based on data-driven insights to optimize operational efficiency and effectiveness. 4.Training and Capacity Building: · Conduct training sessions for bank staff, subordinates and BC agents ,POS on insurance product & financial products, services, and operational processes. · Support in the development of training modules and materials tailored to the needs of different stakeholders.Qualifications: · Chartered Accountant (CA) certification is mandatory. 0-1years of experience in a similar role or within the financial services sector (freshers are encouraged to apply). · Strong understanding of financial products, insurance product , banking operations, and regulatory frameworks. · Excellent communication, interpersonal, and negotiation skills. · Proven ability to manage multiple stakeholders and prioritize tasks effectively. · Proficiency in MS Office Suite (Word, Excel, PowerPoint) and data analysis tools.Additional Requirements: · Willingness to travel as per project requirements. · Passion for promoting financial inclusion and empowering underserved communities. · Ability to work independently and as part of fast growing industrial environment.How to Apply:Interested candidates should submit their resume at 9109997670 or careers@oswaldata.com .


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