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Operational/Compliance-Jammu Location

3 months ago

Vadodara, India Wealthmax Financial Advisers Private Limited Full time

Location-Jammu

Working Hours :- (12:30 PM - 9:30 PM IST) (10:00 AM - 6:00 PM UK )Timings


Job 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 market


Required Candidate profile


Education Qualification:- Post Graduate Preferred with Relevant financial services Qualification

Experience in Financial services


Skills 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 Excel

RoleInsurance Operations Executive

Industry TypeInsurance

Functional AreaBFSI, Investments & Trading

Employment TypeFull Time, Permanent

Role CategoryGeneral Insurance

Education

PG :MBA/PGDM in Any Specialization

Key Skills

Financial ServicesInsurance OperationsFinancial Planning And AnalysisEnglishFinancial Planning

Customer ServiceExcel PowerpointInvestment PlanningCustomer RelationshipCustomer Supportmba financeOperationsCRM