578 Irda Jobs - Page 10

Desired Qualification: Graduate, preferably with a professional qualification in any discipline. Insurance qualification/ IRDA certification preferred Key Responsibilities: To be responsible for settlement of Motor claims. Efficient operations by maintaining Unit SLA on TAT and accuracy. Adherence to processes and controls and re-engineer control mechanism Handling PAN India operations. Liaison with the Insurance Companies and brokers for all purposes. PAN India control on Cover note Management. PAN India control with maker checker concept. End to End Renewal Process Management. Reconciliation with Accounts and Insurance Company. Policy Issuance Management and coordinating with unit locations, brokers, surveyors and insurance agencies. Documentation and data Management. Payment Instrument Control Management. Liaison with respective insurance companies for issuance, customer complaints, claims settlement, etc. Ensure implementation of Standard Operating Procedures Ensure fast claim settlement and no loss to the company on claim reimbursement. Identify and control key risks associated with Insurance Operations Create and publish insurance MIS to relevant stakeholders Track all insurance claim and ensure early settlement Co- ordinate with cross functional teams for ensuring seamless operations Identify training needs and ensure that trainings are adequately imparted at user end Identify and implement industry wide best practices Ensure deep understanding of insurance product program and take necessary proactive steps to reduce pain areas of customers Desired Skillset: Excellent MS Excel skills, MIS, analytics Good working knowledge of the Microsoft office is essential, particularly Excel Good interpersonal skills. Excellent written and verbal communication skill Ability to analyse and suggest solutions to improve metrics and client service Ability to effectively deliver results under pressure Possess a keen eye for detail Compensation band: Up to 3 LPA

Reportees - BM, AMB/SE, CRO, CRM PURPOSE OF THE ROLE The purpose of the role is to drive several branch teams across a cluster by designing and developing sales strategies & support thereof in alignment with Company\u2019s overall plan, achieving operational excellence, Regulatory compliance as per statute and knowledge empowerment through training with the overall objective to achieve Revenue target of the Cluster. KEY RESPONSIBILITIES OF THE ROLE To ensure achievement of Revenue target branch-wise. To decide on product wise sales strategies and provide advice on sales promotion, vertical wise revenue budget management for a profitable result. To plan and implement strategy for new customer acquisition, devise customer relationship programs, etc. To drive and achieve cross sale target as per yearly approved plan To monitor and ensure Branch wise achievement of collectable renewal dues under all verticals To monitor Renewal persistency level and necessarily follow up to reach overall Company\u2019s plan Effective use of Principals\u2019 Partner Portal Daily monitoring of branch business process and ensuring achieving TATs for distribution benchmark To monitor business quality to keep surrender & CDR within the Company\u2019s plan Service to the customers. Area includes Customer Complaints, Policy Owners\u2019 Service request Claims, Policy Pack Delivery, Discrepancy resolution etc Identify, select and arrange training of PFPDL employees posted at branches and get them licensed/ certified with IRDA / NISM and renewal of existing licenses Develop training programs and its materials, product sales stories, being an enabler to improve confidence and efficiency Conduct training needs analysis and also develop, revise/update, deliver and evaluate training and development courses. Source, liaise with and manage internal trainers and external course providers. Assist in developing and implementing talent development and management initiatives. Maintain up-to-date knowledge of new regulations, market practices relevant to products, update knowledge with the assistance of Principals and disseminate any new requirements appropriately. To implement different H.O. directives/ initiatives at branches across the cluster. To maintain relationship with Principal and ensure required / agreed support to branches. Increasing effectiveness of sales team To maintain business hygiene at branches Assessment of finding gaps in regard to training and take corrective action Practice adult learning methodology KEY PERFORMANCE INDICATORS Budgetary achievement in revenue generated from LI, GI, HI & MF (vertical wise) Renewal target under all verticals & 13 months renewal persistency. Achievement of business drivers as per overall plan of the Company # New Customer Generation # Retention % of existing customers # Achievement of Cross Sale Plan Regulatory & internal compliance with adherence to Code of Conduct Achievement of various TATs for distribution benchmark Ensure the defined quantified norms to monitor and review training productivity enhancement of participants post training is adhered to. Effective and efficient usage of the training management system for management of timelines, cost and productivity of the trainers and training programs. Support in activities to ensure training planning, execution and review is done to achieve higher standard through various measures. MISCELLANEOUS ACTIVITIES To explore, analyze and identify new positioning activities. To finalize product packaging and launch strategy in consultation with superiors. To develop strategies for sales team training in consultation with all concerned KEY INTERACTION Internal Nature or purpose of interaction Head of Sales To seek information on and discuss product viability and budgeting Head \u2013 IT To seek information on MIS related requirements Head - Customer Service & PO To discuss matters relating to Operations, Customer Service & Regulatory Compliance Head \u2013 LD & SD Budgeting and cost management, training management, MIS Support, Content support. Other HODs To discuss matters related to their departments. RBM, BMs and branch team To ensure and review business planning and budgeting. External Nature or purpose of interaction External Vendor To organize events and marketing campaigns and promotional activities. Principals To discuss promotional activities and other related matter

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1-2 years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or watsapp-7338112258

Description We are looking for an experienced Operations Executive to join our team. The ideal candidate will have 2-3 years of experience in operations and will be responsible for managing day-to-day operational tasks and ensuring smooth functioning of the business. Responsibilities Oversee day-to-day operational tasks Ensure timely completion of tasks and projects Maintain records and documentation Manage inventory and logistics Collaborate with different teams to streamline processes Identify areas for improvement and implement solutions Ensure compliance with company policies and regulations Skills and Qualifications Bachelor's degree in Business Administration or related field 2-3 years of experience in operations Proficient in Microsoft Office and other relevant software Excellent communication and interpersonal skills Ability to work under pressure and meet deadlines Strong problem-solving and analytical skills Knowledge of inventory management and logistics Familiarity with relevant laws and regulations

Job roles and responsibilities: The Team Lead will manage and oversee a team of two to three mechanical / automobile / electrical/electronic engineers to set up and deliver an efficient claim process for BEVs and HEVs. The team will take end-to-end responsibility for the BEV and HEV Claims, from operating procedure design IT/App developments to claim settlement. A variety of strategies and models will be developed on the core platforms to give maximum scale and coverage to BAGIC's EVFS (electric vehicle focus supplier) national network, with scope for Traction Battery, Powertrain, and Power electronics repairability. Each team will specialize in one vehicle architecture (3Wheelers / 2 Wheelers / 4 Wheelers and Electric Buses). The team will work closely with the product planning, Underwriting, and marketing departments to develop an insurance product that meets the company requirements for cost, quality, and EV Strategy. Build relationships with stakeholders of the EV ecosystem, such as battery manufacturers, policymaking bodies, research institutions, vehicle manufacturers, technology service providers, and more, to develop an industry-leading claim handling mechanism for BEVs, HEVs and related technologies. Manage individual claims from start to resolution through investigation of internal and external facts, review of claim records and vehicle data, draft external correspondence regarding BAGICs insurance and legal position, and negotiate a resolution where proper at their level. Responsible for capturing EV-specific insights, including Competition info, Industry Trends, customer expectations etc. Responsible for standardization EV related operating procedures, Checklists etc. Responsible for handling Partner, Customer/Internal Escalations & its resolution (across BEV/HEV domains). Independently undertake research and projects on various aspects of EV traction battery recycling, powertrain repair and claim aspects. Contribute to various aspects of EV-related project delivery as needed, such as regulatory interfacing, partner management, people engagement, project documentation, etc. Qualifications we look for: Diploma / B-Tech / BE or Higher qualification in Electrical / Electronics / Mechanical / Automobile Engineering Minimum 5-8-years of overall industry experience of handling Motor claims adjudication in an insurance company / Supervising an automobile body shop / BEV or HEV Repair or Manufacturing experience Strong quantitative and analytical skills, Techno-Economic analysis and Excel skills are needed for the position. Ability to receive and incorporate constructive feedback effectively, think critically and strategically Excellent writing and speaking skills in English to coherently convey complex information to a technical and policy audience. Should have experience in writing reports, briefs, and critical emails Responsible and initiative-taking that a person who can work independently or in a team Insurance knowledge and understanding of IRDA guidelines and compliance are desirable. Hands-on experience in Electric vehicles, Traction Batteries, Powertrains and Power electronics is desirable. Roles and Responsibilities 2

Acquiring new clients & providing advice on financial investments by selling Mutual Funds, General & Health Insurance. Maintaining existing/new clients for improving our market share. Required Candidate profile Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management Perks and benefits Salary shall be commensurate in accordance to AUM

Key Responsibilities : Partner Engagement & Recruitment: Identify and onboard existing NJ Wealth Mutual Fund partners as POSP (Point of Sales Person) or BQP (Business Qualified Person) to initiate and expand insurance-related business activities. Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensure partner enrollment. Strategic Planning: Collaborate with Senior Managers to devise and implement strategies for the development of insurance products within the branch. Drive and monitor progress on recruitment and insurance sales targets. Relationship Management: Build and nurture positive working relationships with partners to promote long-term business growth. Provide support to the POSP / CIA to achieve their goals. Product Promotion: Focus on the promotion and sales of both Life and Non-Life Insurance products. Ensure a thorough understanding of insurance products to guide and assist partners effectively. Business Targets: Achieve recruitment targets for POSP/BQP roles. Drive the sales and penetration of insurance products within the assigned branch/region. Perks and Benefits Annual Performance Incentives + Good Appraisal and Growth. Experience: MBA fresher can apply.

Key Responsibilities : Partner Engagement & Recruitment: Identify and onboard existing NJ Wealth Mutual Fund partners as POSP (Point of Sales Person) or BQP (Business Qualified Person) to initiate and expand insurance-related business activities. Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensure partner enrollment. Strategic Planning: Collaborate with Senior Managers to devise and implement strategies for the development of insurance products within the branch. Drive and monitor progress on recruitment and insurance sales targets. Relationship Management: Build and nurture positive working relationships with partners to promote long-term business growth. Provide support to the POSP / CIA to achieve their goals. Product Promotion: Focus on the promotion and sales of both Life and Non-Life Insurance products. Ensure a thorough understanding of insurance products to guide and assist partners effectively. Business Targets: Achieve recruitment targets for POSP/BQP roles. Drive the sales and penetration of insurance products within the assigned branch/region. Required Candidate profile: 1. In Depth Knowledge of Insurance product. 2. Good convincing Power & Good Communications skills both verbal and written. 3. Team handling experience candidate preferred. 4. Must have Sales Attitude. Perks and Benefits Annual Performance Incentives + Good Appraisal and Growth. Experience: Minimum 36 month experience in Insurance Sales.

Key Responsibilities : Partner Engagement & Recruitment: Identify and onboard existing NJ Wealth Mutual Fund partners as POSP (Point of Sales Person) or BQP (Business Qualified Person) to initiate and expand insurance-related business activities. Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensure partner enrollment. Strategic Planning: Collaborate with Senior Managers to devise and implement strategies for the development of insurance products within the branch. Drive and monitor progress on recruitment and insurance sales targets. Relationship Management: Build and nurture positive working relationships with partners to promote long-term business growth. Provide support to the POSP / CIA to achieve their goals. Product Promotion: Focus on the promotion and sales of both Life and Non-Life Insurance products. Ensure a thorough understanding of insurance products to guide and assist partners effectively. Business Targets: Achieve recruitment targets for POSP/BQP roles. Drive the sales and penetration of insurance products within the assigned branch/region. Required Candidate profile: 1. In Depth Knowledge of Insurance product. 2. Good convincing Power & Good Communications skills both verbal and written. 3. Team handling experience candidate preferred. 4. Must have Sales Attitude. Perks and Benefits Annual Performance Incentives + Good Appraisal and Growth. Experience: Minimum 36 month experience in Insurance Sales. Job Location : Aurangabad - Jalna Road

Business Mix of Commercial and Consumer Lines GPW/Non Motor GPW growth Maintaining Hygiene - Cheque Bounce & Receivables Retention Recruitment Activation Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities To achieve the overall budget assigned for the fiscal Multi line budget achievement Achieve 100% of Budget- periodically and annually. Service Excellence Goal 1: Service excellence standards to be met Measure 1: Issuance of policies within 7 days Measure 2: Refunds within 10 days Measure 3: Quotes 48 hours within branch authority Goal 2: Ensuring & monitoring claim settlements with agreed TAT Measure 1: Within 7 days of receipt of all documentation Stakeholder interfaces Experience Total 3-6 years of experience Preferably general insurance industry. This will vary with size and volume of office. Education Graduation , Any Professional degree Insurance certification -Associate level ( Desirable)

Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow at least by 20% Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities Recruitment To identify a person who is gives us time to do a motor insurance business. Attempt to competition motor agents to associate with us Input Activities: Name gathering activities, career orientation program with TATAAIG like RnR, Club Membership, Quarterly contest, Educational programs etc. Activaisations To do engagement activities on daily basis for producers. Weekly and Monthly development sessions for producers. Float all contest and club convention on monthly and weekly basis to producers. Sales Support like endorsement, form filling, portal training and other operation related activities. Monthly quarterly and yearly goal settings with producers. Stakeholder interfaces Experience Education

Business Mix of Commercial and Consumer Lines GPW/Non Motor GPW growth Maintaining Hygiene - Cheque Bounce & Receivables Key Accountabilities/ Responsibilities Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USP s of Co. Stakeholder interfaces Experience 5-10 yrs experience Education

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 1 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : MBA/ Graduates with minimum 1 year of experience Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Indore. The ideal candidate will have 11 years of experience in wealth management, sales, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Build strong relationships with clients to understand their financial goals and objectives. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in wealth management, sales, and business development. Strong understanding of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Excellent communication and interpersonal skills to build strong client relationships. Ability to analyze customer needs and provide tailored financial solutions. Strong knowledge of IRDA regulations and industry standards.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Ranchi. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Implement strategies to retain customer profitability and increase overall customer satisfaction. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is an added advantage. Proven experience in wealth management, portfolio performance analysis, and business development. Strong understanding of financial products, including debt, structures, equities, MFs, fund-based real estate, and other investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to analyze customer needs and provide tailored financial solutions. Strong knowledge of IRDA regulations and compliance requirements.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Nagpur. The ideal candidate will have 11 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Job MBA/PGDBA/PGPM or equivalent degree with AMFI/NISM certification and IRDA certification. Minimum 11 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of business development, portfolio management, and financial analysis. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and consistently meet sales targets is essential. Strong analytical and problem-solving skills are needed to provide expert financial advice.

We are looking for a skilled Investment Product Specialist with 11-15 years of experience to join our team in Bengaluru. The ideal candidate will have expertise in wealth management and knowledge of investment products. Roles and Responsibility Assist in raising funds from HNI/UHNI clients through technical and fundamental research on equities. Regularly meet with active clients, convert dormant clients into active ones, and collaborate with wealth managers. Conduct regular regional visits for HNI client meetings and seminars. Send research reports to current and prospective clients and assist in writing quarterly client newsletters. Provide investment support, education, and guidance to clients, prospects, and Relationship Managers. Stay updated on competitors'' investment capabilities, product offerings, and pricing policies. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Possess strong knowledge of wealth management and investment products. Demonstrate excellent communication and interpersonal skills. Ability to work effectively with clients, prospects, and Relationship Managers. Exhibit strong analytical and problem-solving skills. Be familiar with IRDA regulations and industry standards.

We are looking for a highly skilled and experienced Investment Product Specialist to join our team in Mumbai - Goregaon (E) - MM. The ideal candidate will have 2-7 years of experience. Roles and Responsibility Assist in raising funds from HNI/UHNI clients with technical and fundamental research for equities and advise them accordingly. Regularly meet with active clients, convert dormant clients into active ones, and collaborate with wealth managers. Conduct regular regional visits for HNI client meetings and seminar/events. Send research reports to current and prospective clients and assist in writing quarterly client newsletters. Provide investment support, education, and guidance to clients, prospects, and relationship managers. Stay updated on competitors'' investment capabilities, product offerings, and pricing policies. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Possess strong knowledge of core domain expertise in Wealth management. Demonstrate excellent communication and interpersonal skills. Ability to work effectively in a fast-paced environment and meet deadlines. Exhibit strong analytical and problem-solving skills. Be familiar with IRDA regulations and guidelines.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and MM. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Collaborate with internal teams to deliver seamless service and support to clients. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is an added advantage. Proven experience in wealth management, portfolio performance analysis, and business development. Strong understanding of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to analyze customer needs and provide tailored financial solutions. Strong knowledge of IRDA regulations and industry standards.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM - CH. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Job MBA/PGDBA/PGPM or equivalent degree with AMFI/NISM certification and IRDA certification. Minimum 2 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of financial products, including Debt products, Structures, Equities, MFs, Fund-based Real Estate products, and other Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and consistently meet sales targets is essential. Strong analytical and problem-solving skills are needed to provide expert advice on financial matters.

Policy document dispatch portfolio with stakeholder’s management Implementation of the Digital Policy Bond dispatch, Bitly Link, email communications and Digi Locker System developments of NB and Dispatch New product UAT Testing w.r.t to NB Required Candidate profile He /She will be good in communication & interpersonal skills Carry 6-8 yrs of Insurance operations (NB exp will be preferred) Good exposure in handling transactions Internal Audit exp is a must