Ops/compliance-mba fresher-jammu location

1 day ago

Jammu, 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 ExcelRole Insurance Operations ExecutiveIndustry Type InsuranceFunctional Area BFSI, Investments & TradingEmployment Type Full Time, PermanentRole Category General InsuranceEducationPG : MBA/PGDM in Any SpecializationKey SkillsFinancial Services Insurance Operations Financial Planning And Analysis English Financial PlanningCustomer Service Excel Powerpoint Investment Planning Customer Relationship Customer Supportmba finance Operations CRM

  • Ops/Compliance-MBA Fresher-Jammu Location

    3 days ago

    Jammu, India Wealthmax Financial Advisers Private Limited Full time

    ONLY CANDIDATES FROM JAMMU SHOULD APPLY 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,...

  • Ops/Compliance-MBA Fresher-Jammu Location

    2 days ago

    Jammu, India Wealthmax Financial Advisers Private Limited Full time

    ONLY CANDIDATES FROM JAMMU SHOULD APPLY 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,...

  • Ops/Compliance-MBA Fresher-Jammu Location

    2 days ago

    Jammu, India Wealthmax Financial Advisers Private Limited Full time

    ONLY CANDIDATES FROM JAMMU SHOULD APPLY 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,...

  • Ops/Compliance-MBA Fresher-Jammu Location

    27 minutes ago

    jammu, India Wealthmax Financial Advisers Private Limited Full time

    ONLY CANDIDATES FROM JAMMU SHOULD APPLY 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,...

  • Ops/Compliance-MBA Fresher-Jammu Location

    4 days ago

    Jammu, 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 descriptionSupporting the operations team in creating an amazing workplacePlan strategy and ensure goals on trackHelp Support & Train Sales team on Compliance & CRMResponsible for the operational lifecycle of client, including...

  • Ops/Compliance-MBA Fresher-Jammu Location

    3 days ago

    Jammu, 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 descriptionSupporting the operations team in creating an amazing workplacePlan strategy and ensure goals on trackHelp Support & Train Sales team on Compliance & CRMResponsible for the operational lifecycle of client, including...

  • Ops/Compliance-MBA Fresher-Jammu Location

    3 days ago

    jammu, 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 descriptionSupporting the operations team in creating an amazing workplacePlan strategy and ensure goals on trackHelp Support & Train Sales team on Compliance & CRMResponsible for the operational lifecycle of client, including...

  • Ops/Compliance-MBA Fresher-Jammu Location

    3 days ago

    Jammu, 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 descriptionSupporting the operations team in creating an amazing workplacePlan strategy and ensure goals on trackHelp Support & Train Sales team on Compliance & CRMResponsible for the operational lifecycle of client, including...

  • Ops/Compliance-MBA Fresher-Jammu Location

    2 days ago

    Jammu, 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 descriptionSupporting the operations team in creating an amazing workplacePlan strategy and ensure goals on trackHelp Support & Train Sales team on Compliance & CRMResponsible for the operational lifecycle of client, including...

  • Ops/Compliance-MBA Fresher-Jammu Location

    1 day ago

    Jammu, 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,...