Ops/Compliance-MBA Fresher-Jammu Location

4 weeks ago

New Delhi, India Wealthmax Financial Advisers Private Limited Full time

ONLY CANDIDATES FROM JAMMU SHOULD APPLYLocation-JammuWorking Hours :- (12:30 PM - 9:30 PM IST) (10:00 AM - 6:00 PM UK )TimingsJob description- Supporting the operations team in creating an amazing workplace - Plan strategy and ensure goals on track - Help Support & Train Sales team on Compliance & CRM - Responsible for the operational lifecycle of client, including coordination of the onboarding/termination of new client with sales team - Timely and accurate processing of - Responsible for managing scheduled segregated tasks on a weekly, monthly, quarterly, and annually basis - Work with the sales team in co-ordinating and facilitating the on-boarding process and their Query resolution - Suitability Report writing - CRM Updates & File Submission - File check & Auditing of Sales - Develop reports and reporting metrics that will assist Segment Leaders, Branch Managers and Managers with Broker Accountability Assessments. - Investigate, advise, or resolve, - underwriter technical / account queries. - Internal technical / account queries. - Liaise with placing brokers, processing technicians and contracts team. - Coordinate operations as directed by Directors - Work with regional managers to increase performance - Implement plans to open new offices in target marketRequired Candidate profileEducation Qualification:- Post Graduate fresher Preferred with Relevant financial services QualificationExperience in Financial servicesSkills Required- Excellent English speaking, - Hands on experience on MS Excel - Experience in Financial Services, Financial Planning, Insurance Broking - Good knowledge of making Dashboard & MIS using MS ExcelRoleInsurance Operations ExecutiveIndustry TypeInsuranceFunctional AreaBFSI, Investments & TradingEmployment TypeFull Time, PermanentRole CategoryGeneral InsuranceEducationPG :MBA/PGDM in Any SpecializationKey SkillsFinancial ServicesInsurance OperationsFinancial Planning And AnalysisEnglishFinancial PlanningCustomer ServiceExcel PowerpointInvestment PlanningCustomer RelationshipCustomer Supportmba financeOperationsCRM

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