Wealthmax Financial Advisers Private Limited | Operational/Compliance-Jammu Location | jammu

1 week 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

  • Wealthmax Financial Advisers Private Limited | Operational/Compliance-Jammu Location | jammu

    1 week 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 )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 coordination of the onboarding/termination...

  • Operational/compliance-jammu location

    1 week 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...

  • Operational/compliance-jammu location

    4 days 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 )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 coordination of the onboarding/termination...

  • Operational/Compliance-Jammu Location

    1 week 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 )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 coordination of the onboarding/termination...

  • Operational/Compliance-Jammu Location

    3 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 )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 coordination of the...

  • Operational/Compliance-Jammu Location

    3 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 )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 coordination of the onboarding/termination...

  • Operational/Compliance-Jammu Location

    3 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 )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 coordination of the onboarding/termination...

  • Operational/Compliance-Jammu Location

    3 months 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...

  • ▷ (Only 24h Left) Operational/Compliance-Jammu Location

    4 days 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 )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, including coordination of the...

  • Insurance Operations Manager

    6 days ago

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

    Job SummaryWe are seeking a highly skilled Insurance Operations Manager to join our team in Jammu. As a key member of our operations team, you will be responsible for creating an amazing workplace and driving business growth.Key ResponsibilitiesPlan strategy and ensure goals are on trackSupport the operations team in creating an amazing workplaceHelp train...

  • Operational/Compliance-Jammu Location

    3 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 )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 coordination of the onboarding/termination...

  • Operational/Compliance

    1 week 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...

  • Premier Road Carriers Limited | Branch Manager- Jammu | jammu

    1 week ago

    jammu, India Premier Road Carriers Limited Full time

    Branch Manager- Jammu ·       Overseeing day-to-day operations of the branch ensuring efficiency, accuracy, and adherence to company standards - dispatching, scheduling, and coordinating transportation activities to meet delivery schedules. ·       Providing guidance, training, and support to ensure high performance and adherence to company...

  • Premier Road Carriers Limited | Branch Manager- Jammu | jammu

    1 week ago

    jammu, India Premier Road Carriers Limited Full time

    Branch Manager- Jammu·       Overseeing day-to-day operations of the branch ensuring efficiency, accuracy, and adherence to company standards - dispatching, scheduling, and coordinating transportation activities to meet delivery schedules.·       Providing guidance, training, and support to ensure high performance and adherence to company...

  • Branch Manager- Jammu

    1 week ago

    jammu, India Premier Road Carriers Limited Full time

    Branch Manager- Jammu·       Overseeing day-to-day operations of the branch ensuring efficiency, accuracy, and adherence to company standards - dispatching, scheduling, and coordinating transportation activities to meet delivery schedules.·       Providing guidance, training, and support to ensure high performance and adherence to company...

  • Branch Manager- Jammu

    7 days ago

    jammu, India Premier Road Carriers Limited Full time

    Branch Manager- Jammu·Overseeing day-to-day operations of the branch ensuring efficiency, accuracy, and adherence to company standards - dispatching, scheduling, and coordinating transportation activities to meet delivery schedules.·Providing guidance, training, and support to ensure high performance and adherence to company standards.·Serving as a...

  • Branch Manager- Jammu

    5 days ago

    jammu, India Premier Road Carriers Limited Full time

    Branch Manager- Jammu·       Overseeing day-to-day operations of the branch ensuring efficiency, accuracy, and adherence to company standards - dispatching, scheduling, and coordinating transportation activities to meet delivery schedules.·       Providing guidance, training, and support to ensure high performance and adherence to company...

  • Branch Manager- Jammu

    7 days ago

    Jammu, India Premier Road Carriers Limited Full time

    Branch Manager- Jammu·Overseeing day-to-day operations of the branch ensuring efficiency, accuracy, and adherence to company standards - dispatching, scheduling, and coordinating transportation activities to meet delivery schedules.·Providing guidance, training, and support to ensure high performance and adherence to company standards.·Serving as a...

  • Branch Manager- Jammu

    1 week ago

    Jammu, India Premier Road Carriers Limited Full time

    Branch Manager- Jammu ·       Overseeing day-to-day operations of the branch ensuring efficiency, accuracy, and adherence to company standards - dispatching, scheduling, and coordinating transportation activities to meet delivery schedules. ·       Providing guidance, training, and support to ensure high performance and adherence to company...

  • Graphic Designer

    2 weeks ago

    Jammu, India Wealthmax Financial Advisers Private Limited Full time

    **Working Hours: - (12:30 PM - 8:30 PM IST) (10:00 AM - 6:00 PM UK )Timings** **Location-Jammu** **ON-SITE JOB** **Responsibilities**: - Manage and engage on social Media Channels. - Creating & optimizing Paid Advertisement campaigns (Google Ads, Meta Ads). - Develop lead magnets & capture forms for qualified lead generation. - Monitor campaign...