Key Responsibilities:  Lead the Content Strangely and spearhead the Content requirements of the Shoonya’s Marketing team (Long Form, Short Form, Blog, Web & Social Content curation and creation, Script & Copy Writing)  Customer Acquisition – Conceptualize, ideate, create and oversee execution of Social and Paid Digital Campaigns across the life cycle. (Attention, Consideration and Purchase)  Engagement & Retention - Conceptualize and execute creative campaigns for push notifications, whatsapp messaging, email, SMS and other marketing communications  Lead a team and work alongside other Copywriters, Designers, agencies to ensure creative vision is achieved and brand expectations are met  Work across multiple platforms to produce rich copy to win on digital platforms  Ensure the copy is clear, true, on-brand, and meets all legal, partner, and best practice requirements  Help coordinate, maintain and oversee creative standards and brand experience guidelines  Manage multiple deliverables at one time to meet aggressive deadlines Must-have:  8+ years of active agency experience in digital copywriting on BFSI or Capital Markets / content writing or should have worked with Capital Markets  Impeccable writing skills and command of the English language  Collaborative attitude to partner different verticals (Marketing, Brand, Social Listening etc.) Good-to-have:  Ability to see the bigger picture and to gauge the impact that content can have on business deliverables – i.e. how a great content strategy can be all pervasive and can drive, user acquisition, engagement, retention and most of all uniformity in customer experience.  Experience of working on other Fintech brands  High levels of motivation and perseverance with a strong sense of conviction in your ideas, plus the skills and confidence to express them.  Proven understanding of and curiosity about current and emerging digital trends  Ability to collaborate, concept, write, edit and present. Provide others with direction without needing much  Ability to take ownership of projects, as well as willingness to step in to help others as needed

As the Head of Risk Management, you will be responsible for planning, implementing, and managing the risk management strategies of the organization. You will supervise a team, collaborate closely with senior management, and ensure the organizations adherence to exchange guidelines. This role involves analyzing and mitigating risks, monitoring compliance, and providing regular risk assessments and reports. Key Responsibilities: Strategic Risk Management: Lead the design and implementation of the risk management framework for the organization, ensuring alignment with company goals and industry standards. Set uniform standards for risk assessment, capital allocation, and reporting processes. Risk Assessment & Evaluation: Oversee risk identification, analysis, and estimation, providing strategies for risk mitigation. Ensure that risks are evaluated and aligned with the company's risk appetite and regulatory guidelines. Exchange Compliance: Ensure compliance with exchange guidelines and risk limits Volatility Monitoring: Develop models to track daily volatility in equity securities and provide risk insights to senior management in all segments of NSE, BSE, MCX, NCDEX. Risk Reporting & Communication: Provide senior management with global risk reports, evaluations, and updates on emerging risks and opportunities. Communicate daily trade summaries and key risk information to stakeholders. Best Practices & Continuous Improvement: Stay updated on industry best practices for risk management, ensuring their evaluation and potential implementation within the organization. Team Leadership & Development: Lead and mentor the risk management team, fostering a culture of continuous improvement and ensuring the team has the necessary skills and resources to manage risks effectively. Desired Candidate Profile: Minimum of 15 years in a risk management or RMS-related role, with significant experience in stock broking. Bachelors or Masters degree in Finance or a related field. NISM Certification is must. Strong working knowledge of Excel and risk management tools. Ability to evaluate and mitigate risks, suggest corrective actions, and monitor trading activities for compliance. Experience in OMS trading applications like Kambala, NEST etc.

1.Technical Expertise: Strong proficiency in mobile development languages such as, Kotlin/Java (Android), or other relevant languages/frameworks. Experience in mobile app architecture, design patterns, and best practices. Proficiency in mobile UI/UX principles and design guidelines for various platforms. Knowledge of version control systems (e.g., Git) and mobile development tools (e.g., Xcode, Android Studio). 2.Leadership Skills: Proven experience leading and managing a team of mobile developers. Ability to motivate, mentor, and guide team members, fostering a collaborative and high-performance environment. Strong communication skills to effectively convey ideas, provide feedback, and collaborate with cross- functional teams. 3. Project Management and Agile Methodologies: Experience with Agile methodologies (e.g., Scrum, Kanban) and project management tools to oversee project lifecycles effectively. Ability to prioritize tasks, manage resources, and meet project deadlines. 4. Problem-Solving and Decision-Making: Aptitude for solving complex technical problems and making informed decisions. Ability to analyze situations, evaluate options, and choose the best course of action for project success. 5. Continuous Learning and Adaptability: Willingness to stay updated with the latest trends, tools, and technologies in mobile development. Adaptability to embrace new technologies and methodologies to enhance team productivity and project outcomes. 6. Education and Certifications: Bachelor's or Master's degree in Computer Science, Software Engineering, or related field. Relevant certifications in mobile development or leadership (optional but beneficial). 7. Experience: Previous experience in mobile application development, preferably in a leadership or senior role. Demonstrated track record of delivering high-quality mobile applications within deadlines. mobile team leader should possess a balance of technical prowess, leadership acumen, and a passion for staying updated in the ever-evolving mobile technology landscape.

Job Description for a Junior Data Engineer Job Title: Junior Data Engineer Location: Mohali Experience: 0–2 Years About the Role We are looking for a highly motivated and detail-oriented Junior Data Engineer to join our Artificial Intelligence team. You will play a key role in designing, developing, and maintaining data pipelines and infrastructure that support our data analytics and AI-driven initiatives. This role involves hands-on experience with ETL processes and working with modern cloud-based data tools such as AWS Glue, Amazon S3, RDS, and MySQL, along with PySpark for large-scale data processing Key Responsibilities Design, develop, and maintain scalable ETL data pipelines using AWS Glue and PySpark. Ingest and transform structured and semi-structured data using Python and SQL. Manage cloud storage and databases including Amazon S3, RDS, and MySQL. Integrate and validate data from REST APIs, ensuring quality and accuracy. Collaborate with data scientists, analysts, and product teams to meet business data requirements. Implement automated data quality checks to ensure consistency and completeness. Work with AWS SNS to implement real-time alerts and notifications. Participate in development, documentation, and peer reviews/ code Review of ETL workflows. Required Skills & Qualifications 0–2 years of hands-on experience in data engineering or software development. Proficient in Python and SQL; working knowledge of PySpark is a plus. Experience with AWS services: Glue, S3, RDS, MySQL. Familiarity with distributed data processing frameworks like Apache Spark. Understanding of RESTful APIs: consuming, testing, and integrating. Strong problem-solving and debugging capabilities. Basic understanding of cloud architecture and data infrastructure. Preferred Qualifications Bachelor’s degree in computer science, Information Technology, or a related field. Relevant cloud certifications (e.g., AWS Certified Data Analytics, AWS Certified Developer). Familiarity with version control systems such as Git. Exposure to CI/CD pipelines and automation tools. Understanding of data modeling, data warehousing, and query optimization. Awareness of data privacy and security best practices.

Job Title: Process Manager Department: Internal Audit / Compliance Location: Mohali Job Purpose: The Process Manager will be responsible for evaluating and auditing the organization’s processes, systems, and controls to ensure compliance with regulatory standards and internal policies. This role will focus on process improvement, risk mitigation, and maintaining the highest levels of compliance across various business operations. Key Responsibilities: Process Auditing : Conduct internal audits of operational processes to assess effectiveness, efficiency, and adherence to policies and regulatory standards (ISO, PCI, TPAP, etc.). Developing and executing the annual audit plan. Review and evaluate the implementation of process management protocols and identify gaps or weaknesses in the current processes. Ensure that proper corrective actions are taken and document audit findings clearly for management review. Regulatory Compliance : Monitor and ensure compliance with regulatory requirements across different industry standards. Maintain accurate and up-to-date documentation for regulatory bodies like ISO, PCI, TPAP, etc. Assist in external audits and regulatory inspections as needed. Stay updated on industry trends and regulatory changes that may impact the organization. Process Improvement : Provide recommendations for process enhancements and help implement changes that will improve operational efficiency. Define and implement Process performance measurement and metrics framework Work closely with department heads to improve key business processes and contribute to cost-effective and compliant business operations. Team Leadership : Guide and mentor internal audit teams to ensure proper execution of audit activities. Work collaboratively with both internal and external resources to complete audit projects. Develop training materials and lead process improvement initiatives across the team. Risk Management : Identify potential risks associated with business processes and develop strategies to mitigate them. Evaluate and monitor internal control systems to ensure the organization operates effectively and in compliance with regulatory guidelines. Review and analyze process and conformance data to identify trends, potential risks Reporting & Documentation : Prepare detailed audit reports and presentations for management, outlining findings, recommendations, and action plans. Maintain comprehensive records of audit activities, ensuring all documentation is organized and easily accessible. Data Security and Quality Process: Ensure that all business processes align with data security best practices and regulatory requirements (e.g., ISO 27001, PCI DSS). Collaborate with IT and security teams to assess and audit data protection controls. Monitor and evaluate the implementation of data security policies within business processes. Promote a culture of data integrity, confidentiality, and availability across departments. Establish quality control mechanisms to ensure consistent, accurate, and reliable process outcomes. Assist in preparing for data security audits and ensure all necessary documentation and controls are in place. Collaboration & Stakeholder Engagement : Collaborate with cross-functional teams to facilitate audits and process improvements. Communicate audit results and recommendations to senior management in a clear and actionable manner. Qualifications & Experience: Educational Qualifications : Bachelor's degree in Business Administration, Accounting, Finance, Science, Technology, Computer applications or related field. A relevant professional certification is preferred. Experience : Minimum 5-7 years of experience in process auditing, internal auditing, or process management roles. Strong experience in any compliance and regulatory standards such as ISO, PCI, TPAP. Previous experience leading process audits in a multi-regulatory environment is highly desirable. Skills & Competencies : Strong knowledge of auditing principles, methodologies, and industry standards. Excellent analytical and problem-solving skills. Exceptional communication and presentation abilities. Strong attention to detail and organizational skills. Ability to work independently and handle multiple tasks simultaneously. Familiarity with risk management and internal controls.

Job Title: Process Manager Department: Internal Audit / Compliance Location: Mohali Job Purpose: The Process Manager will be responsible for evaluating and auditing the organization’s processes, systems, and controls to ensure compliance with regulatory standards and internal policies. This role will focus on process improvement, risk mitigation, and maintaining the highest levels of compliance across various business operations. Key Responsibilities: Process Auditing : Conduct internal audits of operational processes to assess effectiveness, efficiency, and adherence to policies and regulatory standards (ISO, PCI, TPAP, etc.). Developing and executing the annual audit plan. Review and evaluate the implementation of process management protocols and identify gaps or weaknesses in the current processes. Ensure that proper corrective actions are taken and document audit findings clearly for management review. Regulatory Compliance : Monitor and ensure compliance with regulatory requirements across different industry standards. Maintain accurate and up-to-date documentation for regulatory bodies like ISO, PCI, TPAP, etc. Assist in external audits and regulatory inspections as needed. Stay updated on industry trends and regulatory changes that may impact the organization. Process Improvement : Provide recommendations for process enhancements and help implement changes that will improve operational efficiency. Define and implement Process performance measurement and metrics framework Work closely with department heads to improve key business processes and contribute to cost-effective and compliant business operations. Team Leadership : Guide and mentor internal audit teams to ensure proper execution of audit activities. Work collaboratively with both internal and external resources to complete audit projects. Develop training materials and lead process improvement initiatives across the team. Risk Management : Identify potential risks associated with business processes and develop strategies to mitigate them. Evaluate and monitor internal control systems to ensure the organization operates effectively and in compliance with regulatory guidelines. Review and analyze process and conformance data to identify trends, potential risks Reporting & Documentation : Prepare detailed audit reports and presentations for management, outlining findings, recommendations, and action plans. Maintain comprehensive records of audit activities, ensuring all documentation is organized and easily accessible. Data Security and Quality Process: Ensure that all business processes align with data security best practices and regulatory requirements (e.g., ISO 27001, PCI DSS). Collaborate with IT and security teams to assess and audit data protection controls. Monitor and evaluate the implementation of data security policies within business processes. Promote a culture of data integrity, confidentiality, and availability across departments. Establish quality control mechanisms to ensure consistent, accurate, and reliable process outcomes. Assist in preparing for data security audits and ensure all necessary documentation and controls are in place. Collaboration & Stakeholder Engagement : Collaborate with cross-functional teams to facilitate audits and process improvements. Communicate audit results and recommendations to senior management in a clear and actionable manner. Qualifications & Experience: Educational Qualifications : Bachelor's degree in Business Administration, Accounting, Finance, Science, Technology, Computer applications or related field. A relevant professional certification is preferred. Experience : Minimum 5-7 years of experience in process auditing, internal auditing, or process management roles. Strong experience in any compliance and regulatory standards such as ISO, PCI, TPAP. Previous experience leading process audits in a multi-regulatory environment is highly desirable. Skills & Competencies : Strong knowledge of auditing principles, methodologies, and industry standards. Excellent analytical and problem-solving skills. Exceptional communication and presentation abilities. Strong attention to detail and organizational skills. Ability to work independently and handle multiple tasks simultaneously. Familiarity with risk management and internal controls.

Job Description-Android Developer Mobile Application Developer with 6+ years of experience in Android App Development, Application Maintenance, Support and Project Execution Expertise in developing Android Applications using Kotlin & Java and Publishing apps on Google Play Store. Excellent understanding of Android UI and widgets, expertise in designing complex UIs. Experience of developing React-native based Mobile Applications Extensive experience in Design pattern & code Architecture In-depth knowledge of all the phases of the Software development life cycle SDLC Extensive experience with Android Studio IDE / Emulator and Development Proficiency in documentation, design, development and troubleshooting for Application Development. Responsible for App Designing, Architecture, Planning and Execution Providing technical solutions based on project requirements Extensive experience with object-oriented programming. Collaborate with business users in understanding issues and identifying enhancement opportunities. Excellent problem-solving skills & critical thinking. Team player & Quick learner with excellent work ethics Skills Required Language: Core Java, Kotlin, JavaScript Architecture: MVC, MVVM, MVP Frameworks: Android, FCM, Crashlytics. Versioning Tools: Jira, GitLab, GitHub, Bitbucket Web Services: SOAP, RESTful, JSON, AWS Database: SQLite, Room, Firebase, MySQL (basic) IDE: Eclipse, Android studio, NetBeans Payment Gateways: Stripe, PayPal, Paytabs, Razorpay, In app purchase & subscriptions Third Party SDK Integration: Facebook, Instagram, Twitter, Volley, Picaso, Glide, Retrofit, GSON,Quickblox Chat etc Dependency Injection: Koin. Debugging Tools, Task Management Tools, Tracking Tools, etc. Other Skills: Beacons, BLE Sensors, Material Design, Bluetooth Communication, Biometric Scanning, Socket.io, Google AdMob

Job Description: Social Media Executive Company Overview: We are a dynamic and innovative platform in the financial industry, committed to providing traders, investors, and individuals interested in the capital markets with a comprehensive and user-friendly experience. Our platform offers a range of resources and tools for trading education, investing insights, and personal finance education. We are seeking a motivated and creative Social Media Executive to join our team and play a pivotal role in expanding our online presence, engaging with our target audience, and driving user growth. Position: Social Media Executive Location: Mumbai Responsibilities: As a Social Media Executive, you will be responsible for developing and implementing a strategic approach to social media marketing that aligns with our platform's goals and mission. You will be entrusted with creating captivating content, fostering engagement, and enhancing our brand's online visibility in the Indian market. Your role will encompass the following key responsibilities: Develop and execute a comprehensive social media strategy to enhance platform awareness, attract new users, and engage the target audience effectively. Curate, create and publish compelling content related to trading, investing, trading education, investor education, capital markets, and personal finance education across various platforms, including Facebook, Twitter, Instagram, LinkedIn, YouTube, Quora, Reddit, Discord, and app stores. Manage and maintain all social media accounts and profiles, ensuring consistent branding and messaging across platforms. Regularly update social media channels with relevant updates, market insights, news, and educational content to provide value to our audience. Engage with users promptly and professionally responding to comments, messages, and inquiries, fostering a strong online community. Conduct social media listening and monitoring to track discussions about the platform, industry trends, and competitors in the Indian market. Analyze social media metrics and data to measure campaign effectiveness, identify user trends, and optimize strategies for improved engagement and reach. Keep abreast of competitors' social media strategies, identifying areas of differentiation and improvement to enhance our approach. Collaborate closely with the brand team to maintain consistent messaging and branding across all social media channels. Manage paid social media advertising campaigns, including budget allocation, targeting, and performance tracking, with the goal of driving user acquisition and platform awareness. Identify and collaborate with influential social media users and financial influencers (finfluencers) to promote the platform and extend its reach. Monitor and manage the platform's online reputation by addressing user concerns, resolving issues, and delivering exceptional customer support through social media channels. Ensure that all social media content and communications adhere to Indian financial regulations and compliance guidelines. Qualifications: Bachelor's degree in Marketing, Finance, Communications, Business,(A Marketing Major, Finance Minor would be ideal) or related field. Experience of 1.5- 4 years+ in the BFSI content creation space. Proven experience in social media management, preferably in the finance or trading industry. In-depth understanding of various social media platforms, algorithms, and best practices. Strong writing skills with the ability to create engaging and relevant content. Analytical mindset with the ability to interpret social media metrics and optimize strategies accordingly. Familiarity with Indian financial regulations and compliance standards. Excellent communication, interpersonal, and customer service skills. Creative thinking and the ability to stay updated with industry trends. Proficiency in social media management tools and platforms. If you are a driven individual with a passion for social media, finance, and fostering online communities, we invite you to join our team and contribute to our platform's growth and success. Please submit your resume, portfolio, and a cover letter detailing your relevant experience and why you are a suitable candidate for this role.

Job Title: Assistant Vice President – Insurance Operations (Brokerage) Location: Mohali Department: Insurance Operations Role Overview The AVP – Insurance Operations (Brokerage) will oversee all post-sales operations, including claims coordination, grievance handling, fraud screening, and legal follow-ups, across multiple insurers. This role acts as a critical liaison between clients, insurers, hospitals, and internal teams to ensure smooth servicing, timely resolutions, and compliance with policy terms. The ideal candidate will bring in-depth insurance knowledge, strong stakeholder management skills, and a passion for operational efficiency. Key Responsibilities 1. Claims Coordination (Across Insurers)  Manage the end-to-end claim process: intimation, documentation, per-authorisation, follow-ups, reimbursement, settlement, and closure.  Act as a liaison between clients and insurers to ensure accurate and timely claim processing.  Track claims status with different insurance partners and proactively resolve delays or issues.  Maintain a centralised claims tracker and ensure client communication is clear and timely. 2. Fraud & Investigation  Monitor claims for potential red flags and escalate for insurer-driven investigation.  Coordinate with insurer-appointed investigation agencies and ensure updates are shared with clients.  Maintain records and ensure all flagged claims are handled within policy and regulatory frameworks. 3. Grievance Handling  Handle client grievances received via direct channels, insurance companies, social media, or other sources.  Collaborate with insurer partners to ensure timely and fair resolution of client complaints.  Maintain and analyse grievance logs to identify process improvement areas.  Ensure adherence to defined turnaround times (TATs) and service-level agreements. 4. Legal & Compliance Coordination  Track and manage legal notices and health insurance litigation related to brokerage-serviced policies.  Coordinate with insurer legal teams and external counsels for timely responses and award compliance.  Support clients during legal escalations and ensure fair representation. 5. Ombudsman & Regulator Cases  Assist clients in preparing documentation for Ombudsman or IRDAI escalations.  Draft Self-Contained Notes (SCNs) and represent the client’s interest in hearings where needed.  Liaise with insurers for post-award compliance and compensation. 6. Hospital Network Support  Support clients in hospital empanelment, de-panelment, and query resolution.  Coordinate with insurance companies and TPAs to escalate issues and negotiate where possible.  Audit hospital feedback from clients and escalate recurring issues to insurer partners. 7. Internal Stakeholder Support  Provide support to Sales, Customer Service, and Relationship Management teams for policy servicing, claim issues, and escalations.  Educate internal teams on policy features, claims procedures, and insurer-specific guidelines.  Help structure and optimize operational Sops to enhance service efficiency. Qualifications  Bachelor’s degree in Insurance, Business Administration, or a related field (MBA preferred).  10+ years of experience in insurance operations, with at least 3 years in a broking environment.  Deep understanding of general and health insurance processes, IRDAI regulations, and claim life cycle Deep understanding of general and health insurance processes, IRDAI regulations, and claim life cycle management.  Strong communication, negotiation, and problem-solving skills. Client-centric approach with a bias for action and service excellence.

Job Description: Social Media Executive Company Overview: We are a dynamic and innovative platform in the financial industry, committed to providing traders, investors, and individuals interested in the capital markets with a comprehensive and user-friendly experience. Our platform offers a range of resources and tools for trading education, investing insights, and personal finance education. We are seeking a motivated and creative Social Media Executive to join our team and play a pivotal role in expanding our online presence, engaging with our target audience, and driving user growth. Position: Social Media Executive Location: Mumbai Responsibilities: As a Social Media Executive, you will be responsible for developing and implementing a strategic approach to social media marketing that aligns with our platform's goals and mission. You will be entrusted with creating captivating content, fostering engagement, and enhancing our brand's online visibility in the Indian market. Your role will encompass the following key responsibilities: Develop and execute a comprehensive social media strategy to enhance platform awareness, attract new users, and engage the target audience effectively. Curate, create and publish compelling content related to trading, investing, trading education, investor education, capital markets, and personal finance education across various platforms, including Facebook, Twitter, Instagram, LinkedIn, YouTube, Quora, Reddit, Discord, and app stores. Manage and maintain all social media accounts and profiles, ensuring consistent branding and messaging across platforms. Regularly update social media channels with relevant updates, market insights, news, and educational content to provide value to our audience. Engage with users promptly and professionally responding to comments, messages, and inquiries, fostering a strong online community. Conduct social media listening and monitoring to track discussions about the platform, industry trends, and competitors in the Indian market. Analyze social media metrics and data to measure campaign effectiveness, identify user trends, and optimize strategies for improved engagement and reach. Keep abreast of competitors' social media strategies, identifying areas of differentiation and improvement to enhance our approach. Collaborate closely with the brand team to maintain consistent messaging and branding across all social media channels. Manage paid social media advertising campaigns, including budget allocation, targeting, and performance tracking, with the goal of driving user acquisition and platform awareness. Identify and collaborate with influential social media users and financial influencers (finfluencers) to promote the platform and extend its reach. Monitor and manage the platform's online reputation by addressing user concerns, resolving issues, and delivering exceptional customer support through social media channels. Ensure that all social media content and communications adhere to Indian financial regulations and compliance guidelines. Qualifications: Bachelor's degree in Marketing, Finance, Communications, Business,(A Marketing Major, Finance Minor would be ideal) or related field. Experience of 1.5- 4 years+ in the BFSI content creation space. Proven experience in social media management, preferably in the finance or trading industry. In-depth understanding of various social media platforms, algorithms, and best practices. Strong writing skills with the ability to create engaging and relevant content. Analytical mindset with the ability to interpret social media metrics and optimize strategies accordingly. Familiarity with Indian financial regulations and compliance standards. Excellent communication, interpersonal, and customer service skills. Creative thinking and the ability to stay updated with industry trends. Proficiency in social media management tools and platforms. If you are a driven individual with a passion for social media, finance, and fostering online communities, we invite you to join our team and contribute to our platform's growth and success. Please submit your resume, portfolio, and a cover letter detailing your relevant experience and why you are a suitable candidate for this role.

We are seeking a detail-oriented and results-driven Back-end Developer with at least 6 months of hands-on experience with Nest.js. In this role, you will collaborate with a dynamic team to troubleshoot issues, implement improvements, and create seamless user experiences. Your expertise in programming languages and tools will be key in optimizing code, solving complex problems, and staying ahead of industry developments. Key Responsibilities: Collaborate with front-end developers to integrate user-facing elements with server-side logic. Write reusable, testable, and efficient code to streamline our applications. Design and implement low-latency, high-availability applications that perform at peak efficiency. Ensure robust security measures and data protection protocols are in place. Integrate various data storage solutions, including MySQL databases and key-value stores. Required Skills and Qualifications: 2 to 5 years of experience in back-end development. At least 6 months of experience with Nest.js. Strong proficiency in JavaScript and knowledge of Node.js. Familiarity with asynchronous programming and its nuances. Experience with server-side templating languages, particularly Express. Basic knowledge of front-end technologies, including HTML5 and CSS3. Understanding of accessibility standards and security compliance. Experience working with microservices architecture. Ability to implement user authentication and authorization across multiple systems. Skilled in integrating multiple data sources and databases into cohesive systems. Familiarity with design principles that support scalable applications. Understanding of platform differences, optimizing applications for mobile and desktop. Experience in creating database schemas that align with business processes. Knowledge of automated testing platforms and unit testing. Proficient in version control systems, particularly Git.

Job Title: Assistant Vice President – Insurance Operations (Brokerage) Location: Mohali Department: Insurance Operations Role Overview The AVP – Insurance Operations (Brokerage) will oversee all post-sales operations, including claims coordination, grievance handling, fraud screening, and legal follow-ups, across multiple insurers. This role acts as a critical liaison between clients, insurers, hospitals, and internal teams to ensure smooth servicing, timely resolutions, and compliance with policy terms. The ideal candidate will bring in-depth insurance knowledge, strong stakeholder management skills, and a passion for operational efficiency. Key Responsibilities 1. Claims Coordination (Across Insurers)  Manage the end-to-end claim process: intimation, documentation, per-authorisation, follow-ups, reimbursement, settlement, and closure.  Act as a liaison between clients and insurers to ensure accurate and timely claim processing.  Track claims status with different insurance partners and proactively resolve delays or issues.  Maintain a centralised claims tracker and ensure client communication is clear and timely. 2. Fraud & Investigation  Monitor claims for potential red flags and escalate for insurer-driven investigation.  Coordinate with insurer-appointed investigation agencies and ensure updates are shared with clients.  Maintain records and ensure all flagged claims are handled within policy and regulatory frameworks. 3. Grievance Handling  Handle client grievances received via direct channels, insurance companies, social media, or other sources.  Collaborate with insurer partners to ensure timely and fair resolution of client complaints.  Maintain and analyse grievance logs to identify process improvement areas.  Ensure adherence to defined turnaround times (TATs) and service-level agreements. 4. Legal & Compliance Coordination  Track and manage legal notices and health insurance litigation related to brokerage-serviced policies.  Coordinate with insurer legal teams and external counsels for timely responses and award compliance.  Support clients during legal escalations and ensure fair representation. 5. Ombudsman & Regulator Cases  Assist clients in preparing documentation for Ombudsman or IRDAI escalations.  Draft Self-Contained Notes (SCNs) and represent the client’s interest in hearings where needed.  Liaise with insurers for post-award compliance and compensation. 6. Hospital Network Support  Support clients in hospital empanelment, de-panelment, and query resolution.  Coordinate with insurance companies and TPAs to escalate issues and negotiate where possible.  Audit hospital feedback from clients and escalate recurring issues to insurer partners. 7. Internal Stakeholder Support  Provide support to Sales, Customer Service, and Relationship Management teams for policy servicing, claim issues, and escalations.  Educate internal teams on policy features, claims procedures, and insurer-specific guidelines.  Help structure and optimize operational Sops to enhance service efficiency. Qualifications  Bachelor’s degree in Insurance, Business Administration, or a related field (MBA preferred).  10+ years of experience in insurance operations, with at least 3 years in a broking environment.  Deep understanding of general and health insurance processes, IRDAI regulations, and claim life cycle Deep understanding of general and health insurance processes, IRDAI regulations, and claim life cycle management.  Strong communication, negotiation, and problem-solving skills. Client-centric approach with a bias for action and service excellence.

Job Description: Senior Manager – L&D Job Title : Senior Manager – Learning & Development (L&D) Location : Mohali (Punjab) Department : Human Resources Reports to : VP HR Job Overview: Are you interested in driving organizational change by creating a purposeful learning culture? And, if you thrive in a fast-paced environment and love making an immediate impact, this position is for you! This Collaborative Learning Experience position will work with business leaders, SMEs, the HR team, and others to develop, deliver, and assess purposeful learning solutions. This role will serve as an internal expert responsible for creating and delivering training experiences and driving organizational change using proven practices related to organizational performance and design, culture and engagement, team development, and talent/manager/leadership development. Where you will make an impact Develop and deliver Human Capital Development, Leadership, Learning, and Development, or change management strategies and interventions to ensure high employee engagement and commitment levels. Design, create, and deliver fully integrated LD/HCD/OD/OE solutions that blend organizational effectiveness, talent development, and change management to drive significant improvements in performance, productivity, and culture change. Proactively advise leaders (in collaboration with the L&D team), on the design and implementation of training and organizational solutions resulting in higher organizational effectiveness/performance. Carries out organizational assessments, assists in the learning content creation and delivery, assists in the facilitation of change by building and executing role-based learning aligned with new structures and jobs. Helps create & facilitate organization-wide trainings that create engagement and long-term sustainable performance, using mix of physical workshops, online trainings, e-learning courses, gamification, AI tools, etc. Leverage internal resources (People, Team, Leaders, others) to deliver solutions as appropriate. What You'll Do Develop Training Process Framework Create L&D SOPs ensuring clarity, relevance, and alignment with company goals Plan for video and e-learning resources to facilitate self-paced learning modules for employees across hierarchies & functions. Develop innovative materials that empower employees and drive professional growth. Build Training Budget as per business requirement. Develop L&D Roadmap for the organization Collaborate Across Teams Partner with department heads and team leads to identify training gaps and prioritize updates Ensure materials align with org's strategic objectives and foster collaboration across the company Standardize and Streamline Create a unified, polished format for all training documents and resources Design user-friendly, instructional content that's practical, engaging, and easy to follow Deliver Results Under Tight Deadlines Oversee all project milestones and meet deliverables within the set timeframe Adapt to shifting priorities while ensuring quality and speed Measure and Improve Effectiveness Evaluate the training programs, incorporating team feedback to improve clarity and engagement Recommend enhancements to ensure employees retain and apply what they learn in the form of Projects arising out of their current year’s KRAs. Leverage Technology Be hands-on towards creating & using LMS, online trainings, e-learning courses, gamification, AI tools, etc. Develop dynamic L&D Dashboard, reflecting progress in L&D Metrices. What You Will Bring Proven experience in Learning and Development, independently leading entire training process from Training Need Analysis to Designing Content for desired deliverables to Training Effectiveness Measurement., reflected in L&D Metrices. Demonstrated proficiency in using experiential learning principles and adult learning approach to create learning experiences for addressing the organizational needs. Ambitious self-starter with a solutions-based orientation and elevated ability to execute independently. Demonstrated high proficiency in executing, and assessing interventions to enhance the individual, team, or organizational performance—including organizational change, leadership development, management programs, and talent review processes. Excellent intrapersonal and communication skills that demonstrate the ability to work with people at all levels from individual contributors to senior level executives. Key Skills and Qualifications: Education : MBA - HR Experience : 8-10 years of experience in Learning & Development, onboarding, or related areas. Skills : Strong organizing and time-management skills. Excellent written and verbal communication skills. Proficient in MS Office Suite (Excel, PowerPoint, Word) and LMS software. Ability to manage multiple tasks and prioritize effectively. Analytical mindset with an ability to interpret data and provide insights. High attention to detail and commitment to maintaining accurate documentation. Desired Attributes: Enthusiastic, proactive, and collaborative team player. Ability to work independently and in a fast-paced environment. Knowledge of current learning methods, technologies, and trends in L&D. Work Environment: Full-time WFO position based in Tricity (Mohali industrial area). Opportunity to work in multi-company conglomerate which includes an established company and start-up SBUs. Finvasia is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. This job description is intended to convey information essential to understanding the scope of the Senior Manager – Learning & Development role but is not an exhaustive list of skills, duties, or responsibilities associated with the role. Duties may evolve with the organization’s needs.

As a Senior Manager of Client Support, you will play a vital role in leading and elevating our client support team. Your primary responsibility will be to oversee daily client support operations, ensuring the delivery of exceptional customer experiences, and driving continuous improvement initiatives. The ideal candidate for this role will have a proven track record in managing client support teams, resolving complex client issues, and collaborating with cross-functional teams to enhance customer satisfaction and loyalty. Your key responsibilities will include leading, managing, and inspiring a high-performing client support team to deliver outstanding service and exceed client expectations. You will also be responsible for developing and implementing strategies to streamline support workflows, continuously improve customer experience and service delivery, and take ownership of escalated client issues to ensure timely and effective resolution while maintaining positive client relationships. Additionally, you will analyze client support data and trends to identify opportunities for process improvements, training, and resource allocation. Working closely with departments such as product, sales, and marketing, you will address client needs and feedback to ensure alignment and a holistic approach to customer success. Monitoring and enforcing adherence to service level agreements (SLAs) and key performance indicators (KPIs) will be crucial in ensuring that team goals are consistently met. You will also provide ongoing coaching, mentoring, and professional development to support team members, fostering a culture of growth and high performance. Acting as a voice of the customer within the company, you will provide insights and feedback to improve products, services, and overall customer satisfaction. The ideal candidate for this role will have 8+ years of experience in client support or customer service, with at least 2 years in a leadership or managerial role. Strong problem-solving, communication, and leadership abilities, along with experience in client support tools, CRM systems, and other service management software, are essential. The ability to manage multiple priorities in a fast-paced environment while maintaining high standards of service, analyze performance metrics and customer feedback to implement continuous improvements, and a passion for delivering exceptional client experiences with empathy and professionalism are also key qualifications for this role.,

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.,

As the Head of Engagement & Customer Retention with 10 years of experience in the BFSI sector, particularly in the stock market industry, you will be responsible for leading the strategy for user engagement, retention, and CRM. You will leverage tools like Clevertap, MoEngage, Adobe Marketing Cloud, and Salesforce to enhance the customer journey and maximize retention. Your key responsibilities will include developing and implementing engagement and retention strategies specific to the stock market segment, establishing KPIs for retention, engagement, and campaign performance, creating user segments based on activity and transactions, overseeing CRM strategy across push, email, and omnichannel communication, implementing automation and personalized communication to boost marketing outcomes, utilizing data to refine strategies and improve KPIs, and ensuring alignment of CRM and engagement strategies with Product, Sales, and Technology teams. You should have a strong ability to use customer data to identify trends, behavior patterns, and white-spaces which can be used to engage/attract or convert more clients. Your expertise should include a deep understanding of KPIs such as open rates, engagement rates, churn rates, customer lifetime value (CLV), net promoter score (NPS), and customer satisfaction (CSAT), as well as utilizing predictive modeling and machine learning to foresee customer behavior and take proactive measures to retain clients. Your knowledge should extend to financial regulations impacting customer communication, industry trends in financial technology (FinTech), customer service innovations, and the evolution of financial products and services. Additionally, you should have experience in creating or working with loyalty programs that keep customers engaged and encourage repeat business, as well as the ability to create strategies to cross-sell and up-sell financial products based on customer insights without being pushy. Requirements for this role include 10 years of experience in customer engagement and retention within the BFSI sector with a stock market focus, expertise in Clevertap, MoEngage, Adobe Marketing Cloud, Salesforce, or similar tools, strong experience in segmentation, email marketing, and push notifications, leadership skills, the ability to collaborate across departments, and being data-driven with a focus on improving customer experience and business KPIs.,

Job Summary – Motor Insurance Sales Manager We are looking for a dynamic and result-oriented Motor Insurance Sales Manager who thrives in a fast-paced, performance-driven environment. The role demands a high level of ownership, accountability, and dedication to drive motor insurance sales through strategic planning, channel development, and team leadership. The ideal candidate should have a strong command over motor insurance products, a proven ability to meet aggressive targets, and the mindset to treat the business as their own. Key Responsibilities: Own end-to-end responsibility for achieving monthly, quarterly, and annual sales targets for motor insurance. Build, lead, and motivate a high-performing sales team with a focus on consistent productivity and result delivery. Identify, on-board, and manage POSP, Agents, DSA, and channel partners to maximize distribution reach. Monitor daily performance metrics and take corrective actions to ensure goal achievement. Ensure strict compliance with underwriting, documentation, and regulatory guidelines. Drive field activities, joint calls, and client meetings to support the team and close high-value deals. Take proactive ownership in resolving partner/client issues and ensuring seamless service delivery. Report regularly on sales performance, funnel status, and business forecasts to Immediate senior. Required Skills & Qualifications: Graduate/Postgraduate (MBA preferred), with 5–8 years of experience in Motor/General insurance sales. Strong track record of consistently achieving or exceeding sales targets. Excellent leadership, team management, and interpersonal skills. Deep understanding of motor insurance processes, competition, and market trends. Self-motivated, accountable, and capable of working with minimal supervision. Proficiency in CRM tools, Excel, and business reporting dashboards.