Insurance Operations Executive
4 days ago
Wealthmax Financial Advisers Private Limited is seeking a highly motivated Insurance Operations Executive to join our team in Jammu. This role offers a unique opportunity to work with a leading financial services company and contribute to the growth of our operations.
Responsibilities- Support the operations team in creating an exceptional client experience by ensuring timely and accurate processing of client lifecycle events, including onboarding and termination.
- Develop and implement plans to increase performance, expand into new markets, and drive business growth.
- Liaise with placing brokers, processing technicians, and contracts teams to coordinate seamless operations.
- Analyze data and create reports to inform business decisions, track progress, and identify areas for improvement.
To succeed in this role, you will need:
- A Post Graduate fresher degree in a relevant field, preferably with a focus on financial services.
- At least 0 years of experience in financial services, with a strong understanding of insurance operations and financial planning.
- Excellent English communication skills and the ability to create clear, concise reports and presentations.
- Proficiency in MS Excel, including experience in creating dashboards and MIS reports.
We offer a competitive salary range of ₹8-10 lakhs per annum, depending on your experience and qualifications.
How to ApplyIf you are a driven and detail-oriented professional looking to advance your career in financial services, please submit your application with a cover letter and resume.
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