Team Leader - Operations (Mutual Funds & Insurance) Mfins

5.0 - 7.0 years

3 - 4 Lacs

Dombivli

Work from Office

The role involves setting up of Back office operations in Mutual Funds and Insurance (Life and General) 1. Typical day to day operational part: a. Follow-ups, Enquiries, quote generations, status reporting, MIS & reports, Customer care and query resolution b. Inward and Outward management, couriers, etc. c. Petty Cash Management d. Staff Conveyance/Travel allowances payments e. Qandle HRMS module Full implementation f. GST Coordination with CA g. TDS, ESIC, PF, PT, Rent and Utility Payments, Insurance payments h. Bank Transactions reconciliation i. Asset management & AMC j. Agreements, Renewals k. Support to Pune & Ratnagiri branches for Operations business l. New Employee on-boarding and Exit formalities for outgoing employees m. Vendor & stakeholder management n. Insurance claim handling/management 2. What is expected a. Handle above activities through employee engagement b. Streamline processes c. Handle operational queries efficiently for its logical conclusion. d. Handle Salary and Staff conveyance payments e. Create Weekly/Fortnightly/Monthly reporting structure for all key business and operational aspects f. Monitor, Train and Improve communication by employees to external stakeholders and clients g. Regulatory Compliances h. Ad-hoc tasks

Posted 1 month ago

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