4 Compliance Coordination Jobs

CRM Manager - Real Estate We are seeking a proactive and customer-focused CRM Manager to oversee the post-sales experience for our real estate clients. The role involves managing end-to-end customer interactions from booking to possession, ensuring timely communication, documentation, payment tracking, and handover coordination. The ideal candidate will have a strong background in real estate CRM processes, excellent interpersonal skills, and the ability to liaise effectively across departments to deliver a seamless customer journey. Customer Relationship Management: Serve as the primary point of contact for customers post-booking till possession. Ensure timely and professional communication with customers regarding project updates, documentation, and payment milestones. Address customer queries, concerns, and grievances in a proactive and solution-oriented manner. Documentation & Compliance: Manage all customer documentation including sale agreements, allotment letters, demand letters, and registration paperwork. Coordinate with legal and finance teams to ensure all documents are accurate, compliant, and up to date. Follow-ups & Coordination: Track and follow up on customer payment schedules as per construction-linked or time-linked plans. Send demand letters, reminders, and coordinate with the accounts team for invoicing and receipts. Provide payment status reports to management and flag high-risk delays. Reporting & CRM Tools: Maintain accurate and up-to-date records of all customer interactions and transactions in the CRM system. Address and resolve customer queries, concerns, or complaints professionally and in a timely manner Generate regular MIS reports related to payments, handovers, and customer feedback. On-Site Engagements: Organize and conduct site visits, possession ceremonies, and client walkthroughs as needed. Support customer engagement initiatives to enhance satisfaction, retention, and referrals. Cross-functional Collaboration: Liaise with sales, legal, accounts, and project execution teams to resolve customer concerns efficiently. Support the marketing and sales team with customer feedback and testimonials for branding purposes.

As an Assistant Vice President in Insurance Operations (Brokerage) based in Mohali, you will be responsible for overseeing all post-sales operations, including claims coordination, grievance handling, fraud screening, and legal follow-ups across multiple insurers. Your role will involve acting as a crucial liaison between clients, insurers, hospitals, and internal teams to ensure smooth servicing, timely resolutions, and compliance with policy terms. The ideal candidate for this role will possess in-depth insurance knowledge, strong stakeholder management skills, and a passion for operational efficiency. Your key responsibilities will include managing the end-to-end claim process across insurers, acting as a liaison between clients and insurers, tracking claims status, proactively resolving delays or issues, maintaining a centralized claims tracker, and ensuring clear and timely client communication. Additionally, you will monitor claims for potential fraud red flags, coordinate with investigation agencies, handle client grievances received through various channels, manage legal notices and health insurance litigation, assist clients in Ombudsman or IRDAI escalations, support hospital network activities, provide internal stakeholder support, and help optimize operational SOPs. To qualify for this role, you should hold a Bachelor's degree in Insurance, Business Administration, or a related field (MBA preferred) and have at least 10 years of experience in insurance operations, with a minimum of 3 years in a broking environment. You should have a deep understanding of general and health insurance processes, IRDAI regulations, and claim lifecycle management. Strong communication, negotiation, and problem-solving skills are essential, along with a client-centric approach and a commitment to service excellence.,

CRM Manager - Real Estate We are seeking a proactive and customer-focused CRM Manager to oversee the post-sales experience for our real estate clients. The role involves managing end-to-end customer interactions from booking to possession, ensuring timely communication, documentation, payment tracking, and handover coordination. The ideal candidate will have a strong background in real estate CRM processes, excellent interpersonal skills, and the ability to liaise effectively across departments to deliver a seamless customer journey. Customer Relationship Management: Serve as the primary point of contact for customers post-booking till possession. Ensure timely and professional communication with customers regarding project updates, documentation, and payment milestones. Address customer queries, concerns, and grievances in a proactive and solution-oriented manner. Documentation & Compliance: Manage all customer documentation including sale agreements, allotment letters, demand letters, and registration paperwork. Coordinate with legal and finance teams to ensure all documents are accurate, compliant, and up to date. Follow-ups & Coordination: Track and follow up on customer payment schedules as per construction-linked or time-linked plans. Send demand letters, reminders, and coordinate with the accounts team for invoicing and receipts. Provide payment status reports to management and flag high-risk delays. Reporting & CRM Tools: Maintain accurate and up-to-date records of all customer interactions and transactions in the CRM system. Address and resolve customer queries, concerns, or complaints professionally and in a timely manner Generate regular MIS reports related to payments, handovers, and customer feedback. On-Site Engagements: Organize and conduct site visits, possession ceremonies, and client walkthroughs as needed. Support customer engagement initiatives to enhance satisfaction, retention, and referrals. Cross-functional Collaboration: Liaise with sales, legal, accounts, and project execution teams to resolve customer concerns efficiently. Support the marketing and sales team with customer feedback and testimonials for branding purposes.

We are seeking experienced BAU Consultants to support a multi-year project focused on the assurance of regulatory reporting within the context of EMIR and MIFID (Transaction Reporting and Post-Trade Transparency). This role is integral to ensuring the bank's regulatory reporting processes remain accurate, compliant, and well-controlled on a daily basis. The ideal candidate will have a strong control mindset, be highly detail-oriented, and demonstrate the ability to follow bank procedures while carrying out day-to-day control activities. Responsibilities Daily Execution of Controls: Perform day-to-day control checks to ensure accurate and complete regulatory reporting in line with EMIR and MIFID (TR & PTT) requirements. Regulatory Assurance: Ensure that all reporting processes comply with internal control frameworks and external regulatory obligations. Issue Investigation & Resolution: Identify and escalate reporting discrepancies, control breaks, or process failures. Work with internal teams to ensure timely resolution of issues. Monitoring & Oversight: Assist in monitoring trade and transaction reporting, ensuring proper oversight of regulatory submissions and adherence to quality standards. Procedure Adherence: Follow bank-approved standard operating procedures (SOPs) and control frameworks to maintain consistency and compliance. Data Validation & Reconciliation: Perform reconciliation of trade data against trade repositories and regulatory submissions to detect and address any anomalies. Stakeholder Coordination: Work closely with Compliance, IT, Operations, and Risk teams to maintain robust reporting controls. Regulatory Change Support: Assist in implementing process adjustments required due to regulatory updates and enhancements in the reporting framework. Reporting & Documentation: Maintain clear and detailed documentation of control activities, issue logs, and remediation efforts. Testing & Assurance: Support User Acceptance Testing (UAT) and control enhancements to ensure reporting accuracy. Skills Strong knowledge of EMIR and MIFID regulations, specifically Transaction Reporting (TR) and Post-Trade Transparency (PTT). At least 2-3 years of experience in a BAU regulatory reporting role within a financial institution. A strong control mindset with experience in performing control-related activities within a regulatory reporting environment. Understanding of trade lifecycle events and their impact on regulatory reporting. Experience working with regulatory reporting platforms (e.g., Unavista, DTCC, or other trade repositories). Proficiency in data reconciliation, exception management, and control oversight. Strong analytical and problem-solving skills to investigate reporting discrepancies. Ability to follow structured procedures while maintaining flexibility to adapt to evolving regulatory requirements. Excellent attention to detail and ability to work in a fast-paced, high-pressure environment. Strong communication and stakeholder management skills to coordinate with internal teams. Nice to have Experience working in a regulatory operations, compliance, or control function. Familiarity with data management tools and ability to analyze large data sets for reporting accuracy. Exposure to automation tools or process improvement initiatives within regulatory reporting. Knowledge of risk and control frameworks within financial institutions.