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Operational/Compliance-Jammu Location

2 months ago

Jammu, India Wealthmax Financial Advisers Private Limited Full time
Location-JammuWorking Hours :- (12:30 PM - 9:30 PM IST) (10:00 AM - 6:00 PM UK )Timings

Job 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 coordination of the onboarding/termination of new client with sales teamTimely and accurate processing ofResponsible for managing scheduled segregated tasks on a weekly, monthly, quarterly, and annually basisWork with the sales team in co-ordinating and facilitating the on-boarding process and their Query resolutionSuitability Report writingCRM Updates & File SubmissionFile check & Auditing of SalesDevelop 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 DirectorsWork with regional managers to increase performanceImplement plans to open new offices in target market

Required Candidate profile

Education Qualification:- Post Graduate Preferred with Relevant financial services QualificationExperience in Financial services

Skills Required

Excellent English speaking,Hands on experience on MS ExcelExperience in Financial Services, Financial Planning, Insurance BrokingGood knowledge of making Dashboard & MIS using MS ExcelRoleInsurance Operations ExecutiveIndustry Type

InsuranceFunctional Area

BFSI, Investments & TradingEmployment Type

Full Time, PermanentRole Category

General InsuranceEducationPG :

MBA/PGDM in Any SpecializationKey SkillsFinancial ServicesInsurance OperationsFinancial Planning And AnalysisEnglishFinancial PlanningCustomer ServiceExcel PowerpointInvestment PlanningCustomer RelationshipCustomer Supportmba financeOperationsCRM