Insurance Operations Executive

4 days ago


Jammu, Jammu and Kashmir, India Wealthmax Financial Advisers Private Limited Full time
Job Overview

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.
Requirements

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.
What We Offer

We offer a competitive salary range of ₹8-10 lakhs per annum, depending on your experience and qualifications.

How to Apply

If 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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