Ops/Compliance/Interns-MBA Fresher-Jammu Location
Wealthmax Financial Advisers Private Limited · Jammu · onsite · Posted 40d ago
About a minute. You'll make an account on the way through.
About this role
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
Required Candidate profile
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 TypeInsurance
Functional AreaBFSI, Investments & Trading
Employment TypeFull Time, Permanent
Role CategoryGeneral Insurance
Education
PG :MBA/PGDM in Any Specialization
Key Skills
Financial ServicesInsurance OperationsFinancial Planning And AnalysisEnglishFinancial Planning
Customer ServiceExcel PowerpointInvestment PlanningCustomer RelationshipCustomer Supportmba financeOperationsCRM
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