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3.0 - 7.0 years
0 Lacs
maharashtra
On-site
The job involves providing service for a portfolio of captive insurance clients and offering technical insurance support within the team. You will also have the opportunity to participate in captive consulting and new business activities. Your primary responsibilities will include preparing financial statements, client financial and management accounting, overseeing regulatory and compliance issues, creating Board Packs, conducting client bench-marking analysis, reviewing new client business operations, responding to queries from captive account-holders, and developing management information reports. Key activities in the job involve preparing Trial Balance, Income statement, and Balance Sheet for Captive Insurance clients, performing accounting and financial activities such as budgeting, forecasting, investment reconciliations, and cash flow statement, updating notes to accounts, calculating unearned/un-expensed reinsurance reserve, allocated investment income, posting journals, preparing reconciliations, and reviewing balances, preparing management, statutory, and regulatory reports, monitoring shareholder/Inter-company loans as per state laws, reporting activities, providing management information, being proficient in MS Office applications, attending meetings, and performing necessary company functions. Qualifications: Top 5 Competencies: - Managing Stakeholders (Good to have) - Adjusting to change (Must have) - Structuring Task (Good to have) - Presentation skills (Good to have) - Investigating Issues & Evaluating Problems (Good to have) Required Skills And Qualifications: - CA Inter/CA Qualified (Must have) - Good communication skills (Must have) - Self-driven, results-oriented with a positive outlook and a focus on high quality (Good to have) - Advanced spreadsheet skills (MS Excel) (Good to have) - Forward planner with critical self-assessment abilities (Good to have) - Mature, credible, comfortable in dealing with senior executives (Good to have) - Empathetic communicator, ability to understand others" perspectives (Must have) - Presentable and businesslike (Good to have) - Mobile and flexible to travel to various locations (Must have) - Keen for new experiences, responsibility, accountability, and professional development (Good to have) - Team-player with good interpersonal skills (Good to have) - Willingness to work in shifts (Must have),
Posted 4 days ago
8.0 - 12.0 years
0 Lacs
hyderabad, telangana
On-site
Are you ready to be the orchestrator of innovation and strategic excellence Techolution is seeking an Associate Chief of Staff to be the linchpin of our executive team. In this dynamic role, you'll wear multiple hats - from driving cross-functional initiatives to synthesizing data for critical decision-making. As a systems thinker with a people-first mindset, you'll tackle complex challenges, shape our AI-driven future, and amplify our leadership's impact. If you thrive in ambiguity, possess exceptional business acumen, and are passionate about scaling high-impact teams, this is your chance to be at the forefront of "innovation done right." Spearhead thought leadership initiatives, crafting innovative strategies that position Techolution as an industry pioneer in AI solutions. Orchestrate cross-functional collaboration, facilitating seamless communication between departments to drive organizational synergy and efficiency. Implement robust employee pulse monitoring systems, leveraging data-driven insights to enhance workplace satisfaction and productivity. Lead comprehensive employee lifecycle management programs, ensuring a positive journey from onboarding to career development. Develop and execute goal-setting frameworks that align individual aspirations with company objectives, fostering a culture of achievement. Utilize technical business acumen to bridge the gap between technological innovations and business strategies, driving informed decision-making. Cultivate strong stakeholder management relationships, ensuring alignment of interests and smooth project execution across all levels. Implement a robust talent recognition and early advancement strategy, identifying high-potential employees and fast-tracking their growth within the organization. Design and oversee structured talent development programs, creating personalized learning paths that maximize employee potential and contribution. Establishing a structured approach for identifying and recognizing emerging talent, creating ownership incentives, and consistently providing opportunities for rising stars. This includes making talent reviews a recurring exercise, proactively sharing insights on high performers with leadership, and offering early promotions to acknowledge and motivate exceptional contributions. About Techolution: At Techolution, we specialize in building custom AI solutions that deliver innovation and drive measurable outcomes for enterprises worldwide. With our specialized expertise, we help businesses take AI from their labs into the real world. What We Do: At Techolution, we specialize in building custom AI solutions that deliver innovation and drive measurable outcomes for enterprises worldwide. With our specialized expertise, we help businesses take AI from their labs into the real world. Our Unique Value Proposition: White Glove Service: From Ideation Innovation Integration, we lead the way to deliver meaningful outcomes, enabling your team to operate AI solutions independently. Human-AI Partnership: Our Govern Guide Control (GGC) framework ensures responsible AI governance, aligning solutions with your organizational requirements and brand identity. Customized AI Solutions: We tailor AI to your enterprise needs, delivering from concept to implementation with our turnkey approach at a guaranteed price. Awards and Recognition: 2024: Forbes publishes the best-selling book by our CEO, "Failing Fast : The 10 Secrets to Succeed Faster." 2023: AI Solutions Provider of the Year - AI Summit. 2022: Best in Business Award - Inc. Magazine. Perks & Benefits: Comprehensive perks and benefits supporting your growth, well-being, and work-life balance at Techolution: - Medical insurance. - Employee recognition program. - Success ownership program. - Free meals and snacks.,
Posted 3 weeks ago
1.0 - 6.0 years
1 - 6 Lacs
Remote, , India
On-site
Responsibilities : Efficient Application Login & Availability- Log into multiple business applications promptly and remain available during scheduled work hours, except during scheduled breaks. This includes systems like CRM, background check databases, call center technology, and communication tools like Outlook/Teams. Adherence to a strict schedule is required to meet customer needs. Managing Customer Interactions Across Channels- Respond to incoming customer contacts via chat, voice, email, and new communication channels as they are introduced. Use available controls to manage availability status, ensuring you are ready to assist when required. Effective Inquiry Handling & Issue Resolution- Determine the purpose of each contact through targeted questions, as no scripts are used. Interactions vary from rescheduling appointments to troubleshooting login issues. Each situation requires a tailored response, and solutions are provided based on the customers unique needs. Multi-tasking for Accurate Problem Resolution- Resolve customer issues quickly and accurately by utilizing information within various business applications, resources and FA-supported customer platforms. This involves navigating various systems, reviewing client-specific fact sheets for standard operating procedures, and account details, while efficiently navigating multiple screens and systems to retrieve relevant data, enter search queries, and mange tasks simultaneously, all in real-time, to resolve cases and document efficiently and accurately. Professional & Empathetic Communication- conduct all interactions with professionalism, maintaining a calm, polite, and empathetic tone. Explain the situation clearly and outline the steps you will take to address and help resolve the issue. De-escalation & Quality Control- Manage and de-escalate customer frustrations effectively. Calls are monitored for quality assurance and performance development, so agents must demonstrate professionalism under pressure and contribute to a positive customer experience. Accurate & Timely Documentation- Document all interactions in Company systems promptly and accurately. This includes capturing the reason for contact, details shared with clients or escalation teams, actions taken, resolutions, and necessary follow-ups. Tickets may need to be entered and assigned to other departments, who may also need to be contacted in real-time during the interaction. Additionally, screen captures may be required for case documentation. Ensure all documentation is completed during contact itself or within two minutes of contact closure to prepare and be ready for the next inquiry. Effective Internal Communication & Follow-up- Follow up with internal teams as needed by using email and case notes in the CRM. Ensure that all communications are clear, professional, and grammatically correct. Provide updates and resolutions based on customer interactions, including research or escalation details. Continuous Learning & Training- Participate in required training to enhance customer support and stay informed about system updates, product changes, and evolving customer needs and services. This may include online courses, live or virtual sessions, and review of reference materials sent by email to ensure compliance with FA s processes and service standards. Given the frequent product and process updates, staying informed and developing skills may also require consulting the help/resource center to access the latest information and guidelines. Contributing to Knowledge Base & Improvement- Contribute to the company s knowledge reference center by helping enhance resources for future cases. Share insights and promote content that aids customer service improvement across the organization. Work Pace and Performance Management- Manage your work pace and quality to meet performance goals, such as call volume, length of call, quality assurance scores, customer satisfaction, compliance with processes, confidentiality, and professionalism. Act on feedback from supervisors and performance metrics to continuously improve efficiency and effectiveness, ensuring adherence to company standards, regulatory requirements and best practices.
Posted 1 month ago
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