Executive Office Assistant

Company Description

Khazana Associates addresses critical financial and legal issues for a wide range of clients, from individuals to organizations. Our success-driven approach helps clients achieve financial freedom and realize their visions through a broad range of services aimed at positive change. Our core services include Investment Solutions, Legal Services, Tax Consultancy, and Estate Planning. As a Registered Member of NSE & BSE, we simplify Stock Market participation through accessible online and offline trading services. Partner with Khazana Associates to meet all your financial and legal needs.

Role Description

This is a full-time, on-site role located in Gurugram for an Assistant Manager in Insurance Operations. The Assistant Manager will oversee day-to-day operations, manage client relationships, ensure compliance with regulatory requirements, and handle customer service inquiries. Responsibilities also include analyzing operational data, improving internal processes, and supporting the Operations Manager in achieving department goals. The candidate will need to resolve issues promptly while maintaining high levels of customer satisfaction and operational efficiency.

Qualifications

• Acquisition of HNI clients for Portfolio Management, Financial Products etc.
• Strong Analytical Skills and ability to interpret data for process improvement
• Excellent Communication and Customer Service skills
• Ability to work independently and collaboratively in a team environment
• Bachelor’s degree in Business Administration, Finance, or a related field
• Experience in the insurance industry is a plus
• Proven leadership experience and problem-solving abilities