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2.0 - 6.0 years
0 Lacs
pune, maharashtra
On-site
As the Associate Director of Insurance and Annuity Operations at UBS Financial Services Inc., you will play a crucial role in overseeing and managing various aspects of Commission Processing, Trade/New Business support, and regulatory requirements within the Insurance and Annuity operations domain. Your responsibilities will include: - Developing and implementing strategic plans for Insurance and Annuity operations to ensure alignment with the company's overall goals and objectives. - Leading and managing a team of professionals by providing guidance, support, and performance management to maintain high levels of productivity and engagement. - Identifying and implementing process improvement...
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
pune, maharashtra
On-site
Role Overview: As the Associate Director of Insurance and Annuity Operations at UBS Financial Services Inc., you will be responsible for overseeing and managing all aspects of Commission Processing, Trade/New Business support, and regulatory requirements. Your role will involve developing strategic plans, leading a team of professionals, implementing process improvements, building strong relationships with carrier partners and financial advisors, ensuring compliance with regulatory requirements, and collaborating with other departments to ensure seamless integration with other business functions. Key Responsibilities: - Develop and implement strategic plans for Insurance and Annuity operatio...
Posted 1 month ago
2.0 - 7.0 years
5 - 7 Lacs
mumbai, maharashtra, india
On-site
We, at SBI General Insurance are looking for candidates who want to build their career in General Insurance Industry. This is a full time work from office opportunity. Job Role : Sales Support Manager Job Location : Andheri East Key Skills : Looking for candidates having min 2 years of experience working in commercial line of business with General Insurance company. Role & responsibilities Commission Process Management - Managing broker expectation; queries; and coordination with IM team. Centralized business booking & Tracking management Ensuring coordination and effective TAT with SOE across locations Business Achievement, LR, COA Formulating and publishing for every sub channel Profitabil...
Posted 1 month ago
0.0 - 3.0 years
2 - 3 Lacs
pune
Work from Office
Role & responsibilities Generate and manage invoices for property bookings, agent commissions, and brokerage payouts. Coordinate with sales sourcing agents/channel partners for documentation and billing-related queries. Maintain and update billing data in ERP/CRM systems. Ensure timely processing of broker payouts and client receipts as per agreed terms. Collaborate with legal and compliance teams to verify documentation before processing invoices. Follow up with clients/channel partners for payment clearance and resolve discrepancies. Maintain accurate records of all transactions for audit and MIS reporting. Support the finance team in reconciliation of accounts related to sourced sales. As...
Posted 1 month ago
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