15h Left 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, 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

  • 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

    1 day 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,...

  • Ops/compliance-mba fresher-jammu location

    23 hours 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,...