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0.0 - 4.0 years
0 Lacs
jalandhar, punjab
On-site
You should have a B.Com/M.Com degree with a minimum of 60% marks, and freshers are also encouraged to apply. This position is suitable for roles in Credit, MIS, Insurance, and Accounts. The ideal candidate should be at least 20 years old.,
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
haryana
On-site
Genpact is a global professional services and solutions firm that aims to shape the future and create lasting value for clients with the help of 125,000+ employees across 30+ countries. We dream in digital, reinvent the ways companies work, and serve leading enterprises worldwide, including the Fortune Global 500, leveraging our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. We are inviting applications for the role of Process Developer/Process Associate - Risk Management (CAT Modeling) in a dynamic and deadline-driven environment. This role requires individuals with a positive attitude and the following skills to perform day-to-day tasks: Responsibilities: - Submission review to check the completeness of data submitted by underwriters and follow-up when necessary - Data scrubbing by converting client-provided data into CAT Modeling software format - Coding of COPE information - Importing and validating exposure data in software - Geo-coding all locations and analyzing exposure - Understanding of Insurance layer structure - Ability to read and interpret slip/binders to identify terms and conditions - Generating insights for better risk management based on client data knowledge Qualifications we seek in you! Minimum Qualifications: - Bachelor's/Post Graduation degree in Statistics, Economics, Engineering, or Insurance - Knowledge of General Insurance concepts - Experience with MS Excel (Lookups, Pivot, countif, sumif, charts, etc.), PowerPoint, and Word - Good written and verbal communication skills - Time management and planning skills with a delivery-focused mindset - Ability to handle work pressure - Problem-solving skills with attention to detail - Speed of execution - Good interpersonal skills - Willingness to learn Preferred Qualifications/ Skills: - SQL & VBA knowledge (Added Advantage) - Advanced Excel Skills (Added Advantage) If you are someone who is enthusiastic about Risk Management and possesses the required qualifications and skills, we encourage you to apply for the Process Developer position with Genpact located in India, Gurugram. This is a full-time role that requires a Bachelor's degree or equivalent. The job posting was on Oct 7, 2024, and the unposting date is ongoing. Join us to master operations in a challenging and rewarding environment.,
Posted 1 week ago
6.0 - 11.0 years
22 - 25 Lacs
Gurugram
Remote
PFB J.D: Job Title: Medical Billing & Revenue Cycle Management (RCM) Expert (title will vary depending on current role but must be willing to work as IC) Location: Remote Contract: 6 months Experience: 8 to 12 years Job Summary We are looking for a dedicated and proactive Medical Billing & Revenue Cycle Management (RCM) Executive to join our growing team. The ideal candidate will have hands-on experience with end-to-end medical billing processes, claim submissions, payment posting, denial management, and working with US (or international) healthcare systems. This role is a critical part of our SME-focused medical billing/RCM operations. Key Responsibilities Process patient and insurance claims accurately using practice management and billing software. Submit claims to insurance companiesboth electronically and manually—ensuring all supporting documentation is included. Review, track, and resolve claim denials and rejections. Post payments from insurance providers and patients into billing systems. Follow up on outstanding accounts receivable and unpaid claims. Verify patient eligibility and coverage details as required. Communicate with insurance companies, healthcare providers, and patients to resolve billing issues. Maintain up-to-date knowledge of medical coding guidelines, payer policies, and RCM industry best practices. Prepare and present RCM/billing reports as directed by management. Contribute to process improvement and compliance initiatives. Requirements Bachelor’s degree or diploma in a relevant field (Commerce, Healthcare Administration, Life Sciences, etc.). 8 to 12 years’ experience in medical billing, RCM, or health insurance processes (US/International healthcare preferred). Familiarity with CPT, ICD-10, HCPCS codes, and common billing software/platforms (e.g., Kareo, Athena, AdvancedMD, etc.). Understanding of healthcare insurance terminology (EOB, denials, AR, etc.). Proficiency in MS Office Suite (Excel, Outlook). Strong analytical, problem-solving, and communication skills. Attention to detail and ability to work independently or in a team environment. Ability to manage multiple priorities in a fast-paced setting. Preferred Qualifications (not mandatory) Certification as a Certified Professional Coder (CPC) or similar credential. Previous experience working with SME medical billing vendors or BPO/KPO sector. Knowledge of US HIPAA compliance. Compensation and Benefits Competitive salary (commensurate with experience). Incentives/performance bonuses. Healthcare and wellness benefits. Opportunities for training and career advancement.
Posted 1 week ago
1.0 - 5.0 years
0 Lacs
jalandhar, punjab
On-site
You will be responsible for various aspects of car sales including pre-sales activities such as lead generation, referrals, and offering test drives to customers. In addition, you will handle sales of cars, accessories, exchange, finance, insurance, and loyalty card services. Furthermore, you will be involved in post-sales activities including delivery and service coordination. Your main focus will be on understanding the customer's requirements for finance and providing guidance on available options and necessary documentation based on their profile. It will also be your responsibility to keep track of the customer's car-related needs and provide them with regular updates. Ensuring customer satisfaction and building long-term relationships will be key aspects of your role. Ideally, you should have a minimum of 1 year of experience in a similar role, and the job location is in Jalandhar. A minimum qualification of graduation is required for this position. There are currently 20 vacancies available for this role. If you are passionate about sales, customer service, and building relationships, this could be the perfect opportunity for you to grow and excel in the automotive industry.,
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
kolkata, west bengal
On-site
As a Financial Advisor at our company, you will play a crucial role in guiding clients towards making informed decisions about their financial future. Your primary responsibility will be to understand the financial goals of clients and recommend suitable life insurance and investment products that align with their needs and risk appetite. By educating clients on various life insurance plans and conducting thorough financial needs analysis, you will help them secure their financial well-being while fostering lasting relationships. Your key responsibilities will include generating leads through networking and referrals, as well as maintaining a strong client base by providing exceptional after-sales service and regular follow-ups. Additionally, you will be tasked with assisting clients in completing documentation and policy formalities, staying updated on insurance products and market trends, and ensuring compliance with company policies and industry regulations. To excel in this role, you should possess a Bachelor's degree in any discipline, along with strong interpersonal and communication skills. Prior experience in sales, finance, or insurance is preferred but not mandatory. Your ability to build trust and rapport with clients, combined with a basic knowledge of financial products and services, will be instrumental in your success. Being self-motivated, goal-oriented, and well-organized are also essential qualities for this position. Preferred qualifications for this role include holding an IRDAI license or being willing to complete the necessary training and obtain certification. Experience with CRM tools and financial planning software would be beneficial as well. In return for your contributions, we offer a competitive salary or commission structure, along with incentives, bonuses, and performance rewards. We also provide training and certification support, as well as opportunities for career advancement within our organization. Join us in helping clients secure their financial future while achieving your own professional growth and success.,
Posted 1 week ago
2.0 - 4.0 years
0 Lacs
Agra, Uttar Pradesh, India
On-site
Job Requirements Job Requirements Job Description: Relationship Manager-First Wealth at IDFC FIRST Bank Company Overview IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. With a strong presence in the retail banking sector, we are dedicated to helping our customers achieve their financial goals and aspirations. Job Title: Relationship Manager-First Wealth Additional Parameters Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products Excellent communication and interpersonal skills Proven track record of meeting and exceeding sales targets Ability to build and maintain strong relationships with clients Knowledge of local market and customer preferences Bachelor&aposs degree in finance, business, or related field Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Job Summary As a Relationship Manager-First Wealth at IDFC FIRST Bank, you will be responsible for managing and growing a portfolio of high net worth clients. You will be the primary point of contact for these clients and will be responsible for providing them with personalized wealth management solutions to help them achieve their financial goals. Key Responsibilities Build and maintain strong relationships with high net worth clients through regular communication and meetings Understand clients' financial goals and risk appetite and provide them with customized investment solutions Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products Meet and exceed sales targets by acquiring new clients and increasing business from existing clients Keep up-to-date with market trends and changes in investment products and services Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience Ensure compliance with all regulatory and internal policies and procedures Qualifications Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry Bachelor&aposs degree in finance, business, or related field Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Skills Excellent communication and interpersonal skills Strong sales and negotiation skills Ability to build and maintain strong relationships with clients In-depth knowledge of investment products and services Good understanding of local market and customer preferences Proficient in MS Office and other relevant software applications If you are a dynamic and driven individual with a passion for wealth management and a desire to provide exceptional customer service, we invite you to join our team at IDFC FIRST Bank as a Relationship Manager-First Wealth. Apply now and take the first step towards a rewarding career with us. Show more Show less
Posted 1 week ago
0.0 - 5.0 years
2 - 3 Lacs
Vijayawada, Warangal, Hyderabad
Work from Office
Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 ( Don't call, only WhatsApp)
Posted 1 week ago
1.0 - 6.0 years
1 - 4 Lacs
Mumbai Suburban, Thane, Mumbai (All Areas)
Work from Office
Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our ROCE Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.krunali-kini@kotak.com or call on 9975341093 Job description Key Responsibilities: Working jointly with the Bank frontline team Driving and motivating the bank staff to source LI business & providing support for logging in applications sourced Build relationship with the Bank Sales / operations team and ensure the business targets and Productivity targets of the allocated resources are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve bank frontline activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
Posted 1 week ago
0.0 - 4.0 years
2 - 3 Lacs
Bharuch, Venkatagiri, Jhalawar
Work from Office
Job description Role & responsibilities- Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc Preferred candidate profile- Work experience - 0-4 years In Insurance / Banking / Finance / FMCG / NBFC / Pharma Sales and Freshers. Age - below 35 years Education Qualification - Graduate
Posted 1 week ago
6.0 - 11.0 years
2 - 7 Lacs
Noida, New Delhi, Kanpur
Work from Office
Manage (Business Associates) BA Will Recruiting The Agent Insurance sales goal achievement through: Training and developing BA on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired Required Candidate profile Salary -3 to 7 Lac Exp- 5 to 12 year Sales Location- Delhi,Noida,Faridabad Should be well networked in the local area and have an understanding of the local market, and proven track records
Posted 1 week ago
0.0 - 5.0 years
3 - 6 Lacs
Bengaluru
Work from Office
HI Warm Greetings from Rivera Manpower Services, Join a premium international process and build a rewarding career in customer support. Hiring International Voice Process (Customer Support) Location: Bangalore CTC: Based on experience (up to 6.7 LPA) Call & Book Your Interview Slot: 7829336034 / 7829336202 / 9380300644 /8431721735 Eligibility: Graduates / Undergraduates Minimum 1 year of experience in international voice process (mandatory) Willing to work in US rotational shifts Immediate joiners or maximum 15 days notice period Roles & Responsibilities: Handle inbound and outbound voice calls for international customers Assist customers with queries, complaints, and service-related issues Provide accurate and timely resolutions ensuring a high level of customer satisfaction Maintain defined AHT (Average Handling Time) and meet quality benchmarks Document interactions and escalate complex issues where required Ensure adherence to SLA, CSAT, and compliance standards Communicate effectively with customers from a global client base
Posted 1 week ago
7.0 - 12.0 years
17 - 30 Lacs
Pune, Delhi / NCR, Mumbai (All Areas)
Work from Office
1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4. Both IC as well as Team Management roles available 5.High Value Cross-Sell 6.B Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered
Posted 1 week ago
5.0 - 10.0 years
3 - 6 Lacs
Kanpur, Gurugram, Delhi / NCR
Work from Office
Manage (Business Associates) BA Will Recruiting The Agent Insurance sales goal achievement through: Training and developing BA on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired Required Candidate profile Salary: Upto to 7 Lac Exp- 5 to 12 year Sales Should be well networked in the local area and have an understanding of the local market, and proven track records stable past career Good Communication
Posted 1 week ago
1.0 - 6.0 years
2 - 4 Lacs
Ahmedabad, Rajkot, Vadodara
Work from Office
Job Description: Field Sales Role Agency Vertical Company: Pbpartners (a brand under Policybazaar) Designation: Assistant Relationship Manager / Relationship Manager / Senior Relationship Manager Location: PAN India Role Overview: We are seeking dynamic and motivated Field Sales professionals to join our Agency Vertical team at Pbpartners. The role involves selling insurance products across Motor/ Life/ Health, or Commercial Lines. Key Responsibilities: • Identify and onboard potential agents and partners to expand the network. • Drive sales for Motor/ Life/ Health or Commercial Line insurance products through the agency channel. • Build and maintain strong relationships with clients and partners. • Provide training and support to agents to help them achieve sales targets. • Meet monthly and quarterly sales goals and objectives. • Conduct regular market analysis to identify opportunities for growth. Requirements: • Minimum 1+ year of experience in field sales, specifically in insurance products (Motor/ Life/ Health, or Commercial Lines). • Strong communication and negotiation skills. • Proven ability to meet or exceed sales targets. • Willingness to travel extensively. • Knowledge of the insurance industry and agency network is a plus. What We Offer: • Attractive salary and performance-based incentives. • Travel reimbursements and conveyance allowance. • Recognition and rewards for outstanding performance, including trips and gifts. • Career growth opportunities in a rapidly expanding organization. Join Us: Be a part of a vibrant team at Pbpartners and make a difference in the insurance industry. If you are passionate about sales and building relationships, apply now!
Posted 1 week ago
1.0 - 3.0 years
3 - 6 Lacs
Gurugram
Work from Office
FHRM is looking for Medical Billers - Billing Executive / Senior Billing Executive to join our dynamic team and embark on a rewarding career journey Reviewing patient medical records to identify services provided and entering the corresponding billing codes into billing software. Submitting claims to insurance companies and other payers, following up on unpaid claims, and resubmitting claims as necessary. Reviewing payment information and posting payments to patient accounts. Communicating with insurance companies, patients, and healthcare providers to resolve billing issues. Verifying patient insurance eligibility and benefits and explaining insurance coverage and payment options to patients. Ensuring compliance with federal and state healthcare billing regulations. Maintaining accurate patient billing records and performing periodic audits to identify errors and discrepancies. Knowledge of medical billing codes and insurance billing processes. Strong analytical, organizational, and communication skills. Medical Billing-Payment Posting, Charge Posting, Denial Handling.
Posted 1 week ago
2.0 - 4.0 years
3 - 7 Lacs
Chennai
Work from Office
Participate in developing the companys key strategic intelligence, major investments, cost efficacy efforts. - Maintain and implement long term roadmap for financial reporting and business intelligence Follow up the strategic action of the Yellow Navigator to ensure timely submission Follow up the action items of sales / pre-budget / budget meeting of India to ensure timely completion Conduct financial planning and analysis - Revenue reporting, planning, budgeting forecasting Monthly in-depth sales and margin analysis and review with leaders and business managers on business development Monthly review on revenues results of various business units in comparison with budget to track the performance Monthly analysis on billings and orders-in-hand to evaluate the reasonableness of sales forecast Budget forecasting and mid-term plan preparation - Drive business with minimum overheads Monthly review of expenses and reasonableness of forecast - Accurate and need-to-know data integrity and analysis Alert the management of AP India of any deviation from budget forecast Provide insights and solutions based on the data analysis to faciliate decision making for business needs - Review and refine workflows, business process mapping, systems, policy procedures, and share best practices - Regular review / update of the internal websites of India - Ad hoc assignments Good reasons to get started at HARTING: Benefits: Social Insurance coverage (APAC), Staff insurance coverage (APAC) Social insurance coverage Includes pension and health insurance for employees, employment insurance and labor insurance
Posted 1 week ago
5.0 - 8.0 years
5 - 6 Lacs
Hyderabad
Work from Office
We are hiring a Team Lead to manage the health and life insurance sales process , overseeing a team of sales advisors/executives. The candidate should have experience in managing high-performance sales teams, with a deep understanding of insurance products, sales cycles, and customer engagement practices. Key Responsibilities: Supervise daily operations of the health and life insurance sales team Drive team to achieve individual and process-level sales targets and KPIs Provide guidance, mentoring, and on-the-job training to sales executives Monitor and improve sales conversion , lead management, and closure rates Conduct regular team huddles , performance reviews, and sales strategy discussions Handle customer escalations , queries, and support post-sales servicing Prepare daily/weekly/monthly performance reports and share insights with leadership Required Skills: Strong leadership and people management capabilities Excellent knowledge of Life and Health insurance products, sales lifecycle, and CRM tools Goal-oriented with strong communication and interpersonal skills Analytical mindset with ability to interpret performance data and drive improvements Proficient in MS Office (Excel, PPT) and reporting dashboards Qualifications: Graduate in any discipline. Minimum 5 years in sales; at least 3 years managing an insurance sales process team Exposure to BPO/KPO/inside sales setup is an added advantage. Interested candidate email shruthi_beulah@apollohospitals.com or whatsApp 8639839227
Posted 1 week ago
1.0 - 4.0 years
2 - 5 Lacs
Visakhapatnam, Bengaluru
Hybrid
Job description Key Responsibilities: Recruit, train, and develop new agents for Motor insurance sales. Achieve monthly and annual sales targets through effective field sales activities. Drive business through existing and new agency networks. Conduct joint field calls with agents to support their business development. Monitor and evaluate agent performance; provide necessary coaching and motivation. Ensure high levels of customer satisfaction and policy persistency. Organize regular training and development programs for agents. Stay updated on competitor activities and market trends. Maintain proper documentation and reports as per company standards. Skills & Qualifications: Minimum 1 year of experience in Motor insurance field sales, preferably in the agency channel. Strong sales, negotiation, and relationship-building skills. Good understanding of insurance products and regulatory requirements. Ability to motivate and manage a team of agents effectively. Excellent communication and interpersonal skills. Goal-oriented with a focus on performance and results. Proficiency in local language(s) and English. Bachelor's degree in any discipline (preferred). Key Competencies: Channel Sales Management Team Handling & Agent Development Customer Relationship Management Insurance Sales & Product Knowledge Target Achievement & Lead Generation Territory Management
Posted 1 week ago
1.0 - 5.0 years
2 - 4 Lacs
Kolkata, Bardhaman, Durgapur
Work from Office
Hiring for Sales Development Manager Identify potential customers through field visits Pitch products and services effectively Convert leads into successful sales Build and maintain strong client relationships Meet monthly sales targets Required Candidate profile Min. 1 year of experience in field sales Graduation Mandatory Excellent communication & interpersonal skills Strong negotiation & closing abilities Contact For more Info: +91 95379 91823 | Nikita
Posted 1 week ago
1.0 - 4.0 years
2 - 5 Lacs
Bengaluru
Work from Office
Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document. Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time. Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior. Required Candidate profile Should have minimum 1 year sales experience in any of insurance channels. .Looking candidates from insurance, banking, pharma,retail, telecome and other sales verticals. Insurance experience or BFSI is mandatory. Graduation is must. Good track record and employment stability is must. Perks and Benefits CTC upto 4 lakhs + Conveyance + Incentives
Posted 1 week ago
11.0 - 16.0 years
18 - 27 Lacs
Mumbai
Work from Office
Job Purpose: Fund Accounting of Insurance Clients Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Processing and authorization •Accounting, Authorization and verification of all transactions leading to accurate computation of the Net Asset Value for each scheme of the Client. • Valuation of Securities - To ensure that valuations are done as per the Valuation Policy and internal processes are followed . • Ensure that transactions Processing or Tasks are performed as per SEBI Guideline for PMS and AIF . • Ensure that Daily Report, Monthly reports and SEBI Reports relased to clients within SLA. • Ensure Daily and Monthly reconciliations are performed within deadline and Reconciliations Items are closed within defined time frame. • Authorising of Transactions with understanding of Regulatory and Accounting impacts on fund. Ensure that Authorization matrix is strictly followed Reconciliations and Verifications Perform /review Bank and Holding Reconciliation daily and approach to NIL Reconciliation breaks . Ensure Open item are properly informed to client, trail are maintained. Ensure Internal Verification are processed and corrective measure are taken in timely manner . Ensure Daily/ Monthly reports are released to client post performing all the checks and balances . Client Servicing • Ensure client queries are Resolve in timely manner and Mail/Phone Calls are acknowledged. • Ensure Process finalize with client is followed and No reminding of client tasks/ activities. • New Fund On-boarding and migration of fund is completed within timeline and Post OnBoarding / Migration all regular processes are followed as per SLA.. System and Automations • Take Initiative in UAT testing of new projects and ensure that Requirement Submission, Testing, Documents are closed within timeline. • Identify the Automation areas in process and ensure that regulatory circulars are implemented within timeline. • Regular follow-up with respective teams on pending items and ensure that project or requirement is on track. • BCP Testing and PVT sign off are provided timely when required. Audit and Compliances • Provide complete support in Audit of the fund and any observation raised by client is resolved / Closed. • Ensure that Process Documents and SOP's are maintained and updated time time. • Ensure that Long Leaves of Teams are planned during low business days and Backups are available. • Ensure that all the task of absent / Back-up team are completed . • Providing training to the new joiness and team members. • Ensure Organisation compliances, Discipline and Work ethics are followed and Training are completed on time. Processing and authorization of Fund Accounting Transactions Authorization and verification of all transactions leading to accurate computation of the Net Asset Value for each scheme of the Client. Valuation of Securities - To ensure that valuations are done as per the SEBI Guidelines. Post confirmation from the client the same will be taken for Computation of NAV for the day. Preparation and verification of NAV in excel for schemes with variable pricing. Preparation of Broker Turnover, year to month and year to date across all schemes for deals done. Preparation of NAV Dissemination Files, for upload to AMFI and RTA and email to the news papers for printing Preparation of Bank Statements reports, Maturity files, Coupon Receipt files, Refund and TDS files in the required up loadable format. Consolidated report for the days inflows and outflow across all schemes. Daily interaction with all the portfolio managers to discuss the credits / debits and purchases made by them to enable accurate reporting. Monthly reconciliations Holding and CRISIL reports Uploading of NAV on AMFI portal post approval from auditors Key Skills (examples listed below) Product & knowledge Planning and Organizing Skills Communication Knowledge of circulars issued by the regulators. Knowledge of Financial markets / Stock markets Educational Qualifications(examples listed below) Graduation: Post-Graduation: Experience Required Minimum experience in years 10 yrs Exposure to Fund Accounting Job Location-Vikhroli, Mumbai Grade- Asst Vice President
Posted 1 week ago
0.0 - 5.0 years
2 - 4 Lacs
New Delhi, Gurugram
Work from Office
Dear Candidates, We Policy bazaar is hiring for Sales Advisor (Insurance Products) for Gurugram. Fresher and Experienced both candidates can apply and for faster response please share profile on WhatsApp - 9311985242 (HR Sunita Arya) Interested candidates can share their resume at sunitaarya@paisabazaar.com or WhatsApp your resume to "9311985242"(Sunita Arya) Fixed Salary + Unlimited Incentives Role & responsibilities: 1)Assisting customers in sale of a range of insurance products on phone 2)Role entails working only in Day shift 3)Fully responsible for meeting and exceeding targets as assigned periodically 4)Reaching productivity that meets job standards, while working with speed and accuracy 5)Flexible, able to shift priorities to accommodate changing demands. 6)Ensure no losses or errors occurred while assisting customers 7)Work towards ensuring zero cases of mis-selling / fraud in the processes 8)Responding in a timely and effective manner to all internal communication. 9)Adheres to and supports company policies and practices. 10) Good in English communication Interested candidates can come directly for the F2F interview. Details are given below - ADDRESS :- Plot No - 116, Sector 44, Gurugram, Near Millennium City Center Metro Station Time:- 10:00am - 4:00pm HR Reference : Sunita Arya Contact No. - 9311985242
Posted 1 week ago
1.0 - 5.0 years
0 - 0 Lacs
noida
On-site
Recruitment and Development of Agents: Building a strong team of agents through effective recruitment and development strategies. Achievement of Business Targets: Meeting and exceeding monthly, quarterly, and yearly business plans. Customer Satisfaction: Ensuring high levels of customer satisfaction through effective sales practices and service delivery. Adherence to Company Policies: Ensuring agents adhere to company sales practices, business norms, and product mix sales ratios. Agent Productivity and Persistency: Improving agent productivity and policy persistency through training and support. REGARDS SAGRIKA SINGH 7428119736
Posted 1 week ago
1.0 - 4.0 years
2 - 5 Lacs
New Delhi, Jaipur
Hybrid
Job description Key Responsibilities: Recruit, train, and develop new agents for life insurance sales. Achieve monthly and annual sales targets through effective field sales activities. Drive business through existing and new agency networks. Conduct joint field calls with agents to support their business development. Monitor and evaluate agent performance; provide necessary coaching and motivation. Ensure high levels of customer satisfaction and policy persistency. Organize regular training and development programs for agents. Stay updated on competitor activities and market trends. Maintain proper documentation and reports as per company standards. Skills & Qualifications: Minimum 1 year of experience in Life insurance field sales, preferably in the agency channel. Strong sales, negotiation, and relationship-building skills. Good understanding of insurance products and regulatory requirements. Ability to motivate and manage a team of agents effectively. Excellent communication and interpersonal skills. Goal-oriented with a focus on performance and results. Proficiency in local language(s) and English. Bachelor's degree in any discipline (preferred). Key Competencies: Channel Sales Management Team Handling & Agent Development Customer Relationship Management Insurance Sales & Product Knowledge Target Achievement & Lead Generation Territory Management
Posted 1 week ago
1.0 - 6.0 years
3 - 4 Lacs
Challakere, Kadur, Mangaluru
Work from Office
Dear Aspirant, Chola MS General Insurance Company is hiring Agency Sales Managers across Karnataka in the following locations: Ramanagara | Challakere | Kadur | Mangalore Role & Responsibilities Recruit and hire new Financial Advisors (part-time associates). Provide training, development, and motivation to the team. Drive motor insurance business through the recruited advisors. Preferred candidate profile Minimum 1 to 4 years of experience in insurance sales (any channel). A Bachelor's degree or above. Candidates must be local residents of Challakere | Kadur | Mangalore Regards Christin Joseph Chola MS General Insurance Company Ltd HR Team, christinjoseph@cholamsispl.com 9483323576 | 8921395368
Posted 1 week ago
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