▷ (Only 24h Left) Operational/Compliance-Jammu Location

1 month ago

Jammu, 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

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