Job Summary : We are looking for a detail-oriented and results-driven Finance Executive to manage the financial operations for marketing and contest campaigns. The ideal candidate will be responsible for budgeting, PO processing, vendor payments, compliance, and ensuring timely closures of contests and reward fulfillment on our in-house platform. This role demands strong coordination across marketing, procurement, and finance teams, with a constant focus on cost optimization and audit readiness. Key Responsibilities : 1. Marketing Finance Management Ensure 100% accuracy in budget provisioning for all marketing and contest campaigns. Process Purchase Order (PO) requests within 2 working days of submission Monitor and ensure 100% compliance with invoice submission and vendor payment timelines. Prepare and submit monthly Spend vs Budget tracking reports. Maintain financial control over marketing budgets and monitor utilization to prevent overruns. Manage spends efficiently by reviewing actuals versus budgeted expenses, and flagging any deviations with justification. 2. Financial Compliance & Audit Readiness Ensure 100% adherence to internal and external audit requirements. Maintain zero compliance issues related to vendor contracts and financial documentation. Ensure complete documentation for all PO and invoice transactions. Act as the primary point of contact for Business Finance and Central Finance teams for all audit-related requirements and clarifications. 3. Contest Closures & Reward Fulfillment Ensure 100% accuracy in contest updates and closures on the internal CI platform. Coordinate with sourcing teams to ensure timely offline updates and fulfillment of contest reward requirements. Key Skills & Competencies : Strong understanding of finance processes, especially related to marketing and campaign budgets. Excellent knowledge of PO, invoice processing, and vendor management systems. Meticulous attention to detail and deadline-oriented approach. Proficiency in Excel and financial reporting tools. Understanding of financial compliance, audits, and documentation practices. Strong communication and coordination skills across cross-functional teams. Qualifications : Bachelors degree in Finance, Accounting, or related field (MBA/CA Inter preferred). 2–5 years of experience in finance operations, preferably in marketing or campaign management finance. Experience in working with ERP or finance tools; Oracle, is an advantage. Performance Metrics: Budget Accuracy & Timeliness of PO Requests Vendor Payment & Invoice Compliance Audit Readiness & Documentation Accuracy Timeliness and Accuracy in Reporting Cost Optimization Achievements Successful & Accurate Contest Closures

- Overview : We are seeking a highly skilled Deputy Manager Payout Operations to oversee and manage all aspects of payout compliance, ensuring accuracy and efficiency in financial operations. The ideal candidate will have expertise in reconciliation, GST compliance, accounting compliance, vendor payments, TDS compliance, and tax calculations. Key Responsibilities : - Reconciliation & Payout Management: • Ensure accurate and timely reconciliation of all payouts, minimizing discrepancies. • Monitor and track vendor payments, ensuring adherence to financial policies. -Taxation & Compliance: • Oversee GST compliance, TDS calculations, and tax-related filings. • Ensure compliance with accounting standards, tax regulations, and financial reporting guidelines. -Vendor & Stakeholder Management: • Process vendor payments in a timely manner while ensuring proper documentation. • Liaise with internal and external stakeholders for smooth payout operations. -Audit & Risk Management: • Assist in internal and external audits, ensuring adherence to regulatory requirements and identify risks in payout operations and implement mitigation strategies. Key Requirements : - -Must be a Chartered Accountant (CA) with a minimum of 4 years of experience in payout operations, taxation, and compliance. -Prior experience in the insurance sector will be an added advantage. -Strong knowledge of GST, TDS, vendor payments, tax calculations, and reconciliation. -Proficiency in financial reporting, accounting software, and compliance tools. -Excellent analytical, problem solving, and stakeholder management skills. -Ability to work in a fast-paced, deadline-driven environment

About PB Partners: PB Partners is the POSP (Point of Sales Person) distribution arm of Policybazaar.com , India's leading online insurance marketplace. At PB Partners, we empower agents across the country by providing digital tools and training to sell insurance efficiently. We are looking for energetic and analytical interns who are eager to contribute and learn in a fast-paced, data-driven environment. Position Overview: We are seeking a motivated MIS Intern to support our operations and reporting team. The ideal candidate should have a solid grasp of Microsoft Excel , including advanced functions , and an interest in data-driven business operations. Key Responsibilities: Prepare, maintain, and analyse daily, weekly, and monthly reports. Work with large volumes of data to derive meaningful insights. Automate report generation processes using Advanced Excel tools (PivotTables, VLOOKUP, INDEXMATCH, etc.). Assist in building and optimizing internal dashboards and MIS systems. Coordinate with cross-functional teams to gather and validate data. Ensure accuracy and timeliness of all reports submitted to stakeholders. Support ad-hoc analysis and reporting as required by the operations or business teams. Required Skills: Proficiency in Microsoft Excel and Advanced Excel (PivotTables, Power Query, VLOOKUP, HLOOKUP, INDEX-MATCH, Macros, Data Validation, Conditional Formatting). Strong analytical and logical reasoning skills. Ability to handle and interpret large datasets. Good communication and interpersonal skills. High attention to detail and data accuracy.

We're seeking an experienced Insurance/Sales Trainer to design, develop, and deliver training programs for employees and insurance agents in the General Insurance industry. The ideal candidate will have a deep understanding of GI products and processes, strong communication and presentation skills, and experience in instructional design and curriculum development. Key Responsibilities: - Design and deliver training programs in hybrid mode (virtual and offline). - Develop training materials and assess the effectiveness of training programs. - Collaborate with stakeholders to identify developmental needs and ensure alignment with business priorities. - Lead onboarding and induction programs for new joiners. - Utilize mobile learning tools, LMS platforms, and virtual learning methods. - Provide constructive feedback and support to enhance learner's performance. Requirements: - Bachelor's degree in Education, Business, Insurance, or a related field. - Experienced in training delivery, instructional design, and curriculum development. - Deep understanding of General Insurance products (Motor, Health, Travel) and processes. - Strong communication and presentation skills. - Proficient in MS Office tools (PowerPoint, Excel, MS Forms) and mobile learning tools. - Ability to plan, execute, and follow through on training programs. - Open to travel. - Proficient in English and regional languages ( Bengali or Telugu). Preferred Skills: - Knowledge of SME products. - Experience with LMS platforms and virtual learning methods. What We Offer: - Opportunity to work in a dynamic and growing organization. - Collaborative and supportive team environment. - Competitive salary and benefits package. How to Apply: ' , vrindagulati@pbpartners.com If you're passionate about training and development, and have a strong background in General Insurance, we'd love to hear from you!

We're seeking an experienced Insurance/Sales Trainer to design, develop, and deliver training programs for employees and insurance agents in the General Insurance industry. The ideal candidate will have a deep understanding of GI products and processes, strong communication and presentation skills, and experience in instructional design and curriculum development. Key Responsibilities: - Design and deliver training programs in hybrid mode (virtual and offline). - Develop training materials and assess the effectiveness of training programs. - Collaborate with stakeholders to identify developmental needs and ensure alignment with business priorities. - Lead onboarding and induction programs for new joiners. - Utilize mobile learning tools, LMS platforms, and virtual learning methods. - Provide constructive feedback and support to enhance learner's performance. Requirements: - Bachelor's degree in Education, Business, Insurance, or a related field. - Experienced in training delivery, instructional design, and curriculum development. - Deep understanding of General Insurance products (Motor, Health, Travel) and processes. - Strong communication and presentation skills. - Proficient in MS Office tools (PowerPoint, Excel, MS Forms) and mobile learning tools. - Ability to plan, execute, and follow through on training programs. - Open to travel. - Proficient in English and Marathi language. Preferred Skills: - Knowledge of SME products. - Experience with LMS platforms and virtual learning methods. What We Offer: - Opportunity to work in a dynamic and growing organization. - Collaborative and supportive team environment. - Competitive salary and benefits package. HOW TO APPLY: ' , @. If you're passionate about training and development, and have a strong background in General Insurance, we'd love to hear from you!

We're seeking an experienced Trainer to design, develop, and deliver training programs for POSPs, frontline sales, and channel partners in the Life Insurance industry. Key Responsibilities: - Conduct induction, functional, and refresher training sessions. - Develop and deliver engaging training content (classroom, virtual, on-field). - Create training modules and tools tailored to insurance products and digital processes. - Collaborate with product, sales, and business teams to identify training needs. - Monitor training effectiveness and learner performance. - Coach and mentor POSPs to enhance sales capabilities and knowledge retention. Requirements: - Graduate from a premier institute. - 3-4 years of experience in Life Insurance training. - Excellent written, verbal, analytical, and communication skills. - Proficiency in MS Office (Excel, Word, PowerPoint). - Strong analytical and decision-making skills. - Ability to remain calm under pressure and deal with difficult situations. Preferred Skills: - Language proficiency in English and one of the following languages - Tamil, Telugu, or Kannada. - Experience with digital learning content, e-learning modules, and certification programs. What We Offer: - Opportunity to work in a dynamic and growing organization. - Collaborative and supportive team environment. - Competitive salary and benefits package. How To Apply: ' , vrindagulati@pbpartners.com If you're passionate about training and development, and have a strong background in Life Insurance, we'd love to hear from you!

We're seeking a Quality Assurance Analyst to assess the quality of service processes, monitor interactions, and provide feedback to improve scores. Key Responsibilities: - Audit calls and emails to assess product/process, communication, and soft skills. - Conduct audits and provide feedback to agents. - Share daily reports and quality scores with the team. - Participate in internal and external calibration sessions. Requirements: - 1 year of experience in handling quality audits. - Excellent verbal, written, and interpersonal communication skills. - Excellent listening and analytical skills. - Proficient in MS Office (Word, PowerPoint, and Excel). - Effective feedback and coaching skills. Additional Details: - Location: Gurgaon - Working Days: 6 days - Shift: Day shift How to Apply: ' , vrindagulati@pbpartners.com

We're seeking an experienced Instructional Designer to develop engaging and interactive content for our PBPartners content library. The ideal candidate will have a strong background in instructional design, learning program development, and experience with e-learning platforms and tools. Key Responsibilities: - Design and develop high-quality training content, including master classes, self-paced learning modules, exercises, role-plays, and simulations. - Create ILT, WBT, and e-learning training content, including PPTs, PDFs, videos, simulations, and e-learning courses. - Apply learning principles (ADDIE, Bloom's Taxonomy, etc.) to curate training content. - Storyboard and design end-to-end content. - Maintain regular tracking of assigned tasks and deliver content within timelines. - Manage and maintain Learning Management Systems (LMS). - Analyze digital training adoption and training effectiveness through feedback scores and stakeholder feedback. Requirements: - 1-4 years of experience in instructional design, learning program development, or a similar role. - Excellent communication and interpersonal skills. - Strong instructional design, problem-solving, and relationship-building skills. - Experience with graphic design, video editing, and e-learning platforms. - Proficiency in tools like Articulate Storyline, Canva, Vyond, Adobe Creative Cloud, and MS Office. What We Offer: - Opportunity to work on a dynamic content library. - Collaborative and supportive team environment. - Competitive salary and benefits package. How to Apply: ' , vrindagulati@pbpartners.com If you're passionate about creating engaging learning experiences, we'd love to hear from you!

Job descriptionKey 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 2 years 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