Operational/Compliance

4 days 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 Type Insurance
Functional Area BFSI, Investments & Trading
Employment Type Full Time, Permanent
Role Category General 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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