▷ (3 Days Left) Ops/Compliance-MBA Fresher-Jammu Location
23 hours ago
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 fresher 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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