Planning Advisor

5 days ago

Mumbai, Maharashtra, India LRQA Full time ₹ 4,00,000 - ₹ 8,00,000 per year


Who are LRQA?

LRQA stands for dedication to clients, market firsts, and deep expertise in risk management. We've grown to become a leading global assurance provider, bringing together outstanding expertise in certification, customised assurance, cybersecurity, inspection and training.

While we're proud of our heritage, it's who we are today that really matters, because that's what shapes who we and our clients can become tomorrow. By staying true to our shared values and combining decades of collective experience, we support our clients in building a safer and more sustainable future.

With a presence in 150 countries and a team of over 5,000 experts, we support more than 61,000 clients across diverse sectors. 

Role

  • Responds to customer queries as required.
  • Plan visits/activities, ensuring the right assessors are being used and optimised in the right place, and at the right cost to achieve utilisation targets and compliance with accreditation requirements.

Key Responsibilities & Requirements

  • Plan visits/activities, ensuring the right assessors are being used and optimised in the right place, and at the right cost to achieve utilisation targets and compliance with accreditation requirements.
  • To undertake a range of activities and resolve queries for internal and external clients. This will include communicating the details of planned visits/activities to Assessors and ensuring contractual requirements and customer expectations are understood.
  • Assist with the RFAT process (both requesting office and receiving office) providing ample notice and correspondence aligned to agreed timescales, supporting the prioritisation of key accounts.
  • Assist and guide the customer to the portal for basic customer queries.
  • Ensure accuracy and completeness of data in BA&IS systems (in line with internal procedures, contractual requirements, cost structures and budget constraints) within or ahead of agreed SLAs, to support smooth delivery of our services.
  • Build and maintain excellent relationships, ensuring contractual requirements and customer expectations are understood.
  • Carry out tasks at the request of managers and actively contribute to team meetings and initiatives.
  • Liaise with and provide support to other team members, departments and offices, as may be required.
  • Develop an understanding of Certification products, services, systems and processes and actively support knowledge transfer in this area.

Technical / Professional Qualifications / Requirements

  • Degree (Bachelor/ Master) with a minimum of 2-3 years of work experience in Customer Service preferably in a service industry.
  • Strong communication, interpersonal and relationship-building skills
  • Take responsibility for delivery customer needs
  • Ability to proactively understand and assess issues, devise solutions and see them through to resolution
  • Build and support teamwork, engaging actively and supporting others
  • Proficiency in MS Office – a must
  • Good command over English (written as well as spoken)

  • Advisor - Estate Planning-Estate Planning-Estate Planning

    1 week ago

    Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    About The Role   Job Role -- Understanding Estate Planning through Wills and Trusts.- Ability to meet and discuss the Estate Planning concept with clients.- Ability to liaise and have detailed discussions on trusts with clients and their family/advisors.- Ability to work on multiple matters at the same time and should be able to engage and respond to...

  • Advisor

    4 days ago

    Mumbai, Maharashtra, India Sri Balaji Enterprises Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    IndiaFirst Life Insurance Co. Ltd.(Promoted by Bank of Baroda and Union Bank of India, with Carmel Point Investments India Pvt. Ltd.)Recruitment Notice – Part-Time Advisor (No Fees / Free of Cost)We are inviting applications for the role of Part-Time Insurance Advisor with IndiaFirst Life Insurance Co. Ltd. No registration fees – recruitment is...

  • Health Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Star Health and Allied Insurance Co. Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionStar Health & Allied Insurance Co. Ltd. is an Indian health insurance company headquartered in Chennai, established in 2006 as India's first standalone Health Insurance provider. They offer innovative health, personal accident, and both overseas and domestic travel insurance products. Star Health has covered over 16.9 crore lives to date...

  • Medical Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Scaleneworks Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Looking for Medical Advisors for -1.Diabetes Care2.Oncology+ HaematologyMedical Advisor Diabetes Care & Oncology+HaematologyWe are hiring Medical Advisors to join our client, with openings in Oncology and Diabetes Care. These roles are strategic and scientific in nature, providing medical leadership, cross-functional collaboration, and thought leader...

  • Principal Wealth Advisor

    3 days ago

    Mumbai, Maharashtra, India The Financialist Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations.-Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile.-Conduct thorough analysis of client's financial...

  • Principal Wealth Advisor

    3 days ago

    Mumbai, Maharashtra, India The Financialist Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    What are we looking for? The Financialist is seeking an individual who swears by "Stay Hungry Stay Foolish" and comes up with innovative solutions. You'll be part of the wealth advisory team and will work with founding team members on building the company. Job Description : The job entails being a part of the advisory team that vides comprehensive...

  • Investment Advisor

    5 days ago

    Mumbai, Maharashtra, India The Aghron Forum Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionThe Aghron Forum is reimagining investing in India with the power of AI. We decode risks, patterns, and market sentiments to make finance simple, transparent, and accessible for every investor. Our mission is to empower individuals and organizations with smarter insights, enabling them to confidently build wealth and achieve financial...

  • Wealth Advisor

    5 days ago

    Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company Profile:As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...

  • Financial Advisor

    1 week ago

    Mumbai, Maharashtra, India Smart Financial Planners Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role OverviewAs aFinancial Advisoryou'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...

  • Chief Executive Advisor

    4 days ago

    Mumbai, Maharashtra, India Clínica do Bairro Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per year

    Job Title:Chief Executive AdvisorJob Description:We are seeking a highly experienced and strategic Chief Executive Advisorto provide direct counsel and guidance to the Chief Executive Officer and the executive leadership team. The Chief Executive Advisor will serve as a trusted partner, offering insights on corporate strategy, governance, operations, and...