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, 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

**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 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

Pay: ₹10,000.00 - ₹20,000.00 per month

Schedule:

- Day shift
- Fixed shift
- UK shift

**Education**:

- Master's (required)

**Language**:

- English (preferred)

**Location**:

- Jammu, Jammu and Kashmir (required)

Work Location: In person

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