Ops/Compliance-MBA Fresher-Jammu Location

ONLY CANDIDATES FROM JAMMU SHOULD APPLY

Location-Jammu

Working Hours :- (12:30 PM - 9:30 PM IST) (10:00 AM - 6:00 PM UK )Timings

Job description

• Supporting the operations team in creating an amazing workplace
• Plan strategy and ensure goals on track
• Help Support & Train Sales team on Compliance & CRM
• Responsible for the operational lifecycle of client, including coordination of the onboarding/termination of new client with sales team
• Timely and accurate processing of
• Responsible for managing scheduled segregated tasks on a weekly, monthly, quarterly, and annually basis
• Work with the sales team in co-ordinating and facilitating the on-boarding process and their Query resolution
• Suitability Report writing
• CRM Updates & File Submission
• File check & Auditing of Sales
• Develop reports and reporting metrics that will assist Segment Leaders, Branch Managers and Managers with Broker Accountability Assessments.
• Investigate, advise, or resolve,
• underwriter technical / account queries.
• Internal technical / account queries.
• Liaise with placing brokers, processing technicians and contracts team.
• Coordinate operations as directed by Directors
• Work with regional managers to increase performance
• Implement plans to open new offices in target market

Required Candidate profile

Education Qualification:- Post Graduate fresher Preferred with Relevant financial services Qualification

Experience in Financial services

Skills Required

• Excellent English speaking,
• Hands on experience on MS Excel
• Experience in Financial Services, Financial Planning, Insurance Broking
• Good knowledge of making Dashboard & MIS using MS Excel

RoleInsurance Operations Executive

Industry Type

Functional Area

Employment Type

Role Category

Education

PG :

Key Skills

Financial ServicesInsurance OperationsFinancial Planning And AnalysisEnglishFinancial Planning

Customer ServiceExcel PowerpointInvestment PlanningCustomer RelationshipCustomer Supportmba financeOperationsCRM