Jobs: team leader financial services

Job Responsibilities Assign tasks and responsibilities to team members and ensure they are completed on time, to the appropriate quality and productivity standard Analyze business processes and identify opportunities for improvement while developing and maintaining performance metrics and Key Performance Indicators (KPIs) Identify and mitigate...

Roles and Responsibilities: • Provide front-line supervision to an operational, production, sales, service or administrative team of two or more members • Supervise team typically responsible for transactions or processes • May assign work to direct reports • Make hiring, termination, promotion, and disciplinary recommendations •...

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

Job Requirements Job Title: MIS Executive at TeamSpace Financial Services Pvt Ltd, Santacruz (East), Mumbai, MaharashtraCompany Name: TeamSpace Financial Services Pvt LtdLocation: Santacruz (East), Mumbai, MaharashtraSalary: â¹12,000 - â¹20,000 per monthQualification: GraduationJob Description:Are you detail-oriented with a knack for analyzing data and...

Job Requirements Job Title: MIS Executive at TeamSpace Financial Services Pvt Ltd, Santacruz (East), Mumbai, MaharashtraCompany Name: TeamSpace Financial Services Pvt LtdLocation: Santacruz (East), Mumbai, MaharashtraSalary: â¹12,000 - â¹20,000 per monthQualification: GraduationJob Description:Are you detail-oriented with a knack for analyzing data and...

Job DescriptionAbout Thermo Fisher ScientificThermo Fisher Scientific Inc. is the world leader in serving science, with annual revenue of approximately $40 billion. Our Mission is to enable our customers to make the world healthier, cleaner and safer. Whether our customers are accelerating life sciences research, solving complex analytical challenges,...

LOOKING FOR SALES EXECUTIVE FOR THE ROLE OF FINANCIAL ADVISOR. JOB RESPOSIBLITIES REQUIRES SOURCING BUSINESS FROM EXISTING CLIENTS AND ACQUIRING NEW CLIENTS THROUGH REFFRELS. FINANCIAL PRODUCTS INCLUDES MUTUAL FUNDS, BONDS, FD, PORTFOLIO MANAGEMENT SERVICES, LIFE INSURANCE AND HEALTH INSURANCE. **Job Types**: Full-time, Permanent **Salary**: ₹20,000.00...

Team Leader: Graduates Flexible with rotational Shifts and week off On paper, 2+ years experience as a Team Leader with overall, 5+ years experience should be there. Should be from the customer service voice process. Good communication and interpersonal skills Self-driven, enthusiastic and result orientated Well versed with Team and KRAs, Attrition and...

aAbout Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel...

JOB DESCRIPTION Job Code: Job Title: BDM - APC Agency Partner Channel Band: 4A Reporting To: Branch Manager Department: Agency Function : Agency Partner Channel Location: Job Summary: . Opportunity to be associated with MAX Life Insurance Pvt. Ltd. As Associate Business Development Manager and build a distribution enterprise. . Responsible for recruiting and...

About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel...

aAbout Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel...

JOB DESCRIPTION Job Code: Job Title: BDM - APC Agency Partner Channel Band: 4A Reporting To: Branch Manager Department: Agency Function : Agency Partner Channel Location: Job Summary: . Opportunity to be associated with MAX Life Insurance Pvt. Ltd. As Associate Business Development Manager and build a distribution enterprise. . Responsible for recruiting and...

About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel...

About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel...

Loan Servicing - Team LeaderDescription: We are looking to hire a Loan Servicing Team leader who would be responsible for managing workflow, stakeholder management and continuous improvement Job Summary: As a Loan Servicing - Team Leader within our financial institution, you will be responsible for assigning tasks and responsibilities to team members,...

Location : Ghansoli, Navi Mumbai. Process : Customer Service (Domestic). ~Graduates Only ~Good English Communication. ~Should be Flexible with Rotational Shifts & Weekoff. ~On paper, 2+ years' experience as a Team Leader with over all, 5+ years experience. ~Should be from Customer Service Voice Process. ~Well Versed with Team & KRA's, Attrition &...

Overview of the Role This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk. Role details : Paraplanners provide support to financial advisers and their clients...

Team Leader - Record to Report Qualification: Bachelor Degree or PG degree in Commerce Responsibility: Business/ Customer: • Ensure adherence to Quality norms and processes • Interact with customers (internal / external) to meet process deliverables. • Create status reports for customers (internal/external). • Manage and resolve escalations and...

TEAM LEADERDesignation: Customer Service - Team LeaderCore Areas: Managing Customer Service Operations, Team Management, Daily MIS and performance monitoring and Analysis. Drive CSAT and NPSQualification: - Graduate/Postgraduate with at least demonstrated ability in leading large teams of approx.- 15-20+ people.Your Role:- Drive High performance &...