3035 Underwriting Jobs - Page 47

Role Overview JOB DESCRIPTION We’re seeking a seasoned Solution Architect with deep domain expertise in Loan Origination Systems. You will own the end-to-end technical strategy and solution design across all origination phases (Pre-Application/Lead, Marketing, Application, Customer Verification, Credit Underwriting, Bureau Investigation, Funding, Contract Creation, Dealer Payment). You’ll collaborate closely with product, engineering, security and operations teams to deliver scalable, secure, cloud-native architectures—grounded in Spring Boot and Google Cloud Platform. Required Experience 8+ years’ experience as a Solution Architect, Enterprise Architect or Senior Technical Architect Demonstrated domain expertise in Loan Origination Systems, covering at minimum: – Pre-application/Lead Management – Marketing Automation – Digital Application Workflows – Customer Identity & Verification (KYC/AML) – Credit Underwriting & Bureau Integration – Funding Engines & Settlement – Contract Generation & e-Signing – Dealer/Partner Payment Processing Strong hands-on background in integration architecture: REST/gRPC APIs, message-driven architectures (Kafka, JMS), ESBs or iPaaS platforms Proficiency with Spring Boot as the core integration framework Good understanding of cloud architectures on GCP (Compute Engine, GKE, Cloud Functions, Pub/Sub, Spanner, BigQuery, etc.) Solid understanding of IaaS vs. PaaS vs. iPaaS vs. SaaS models and when to apply each Responsibilities Key Responsibilities Support architecture design for the full loan origination lifecycle, ensuring compliance, performance and scalability Define and evangelize integration patterns (APIs, messaging, ETL), middleware choices and data flows between systems (CRM, credit bureaus, banking/payment gateways, document engines) Develop solution blueprints that span the 7 OSI layers: network, transport, session, presentation, application (plus physical and data-link layers where relevant) Architect, prototype and document cloud solutions on GCP—leveraging IaaS, PaaS, iPaaS and SaaS offerings Drive Spring Boot–based microservices design, best practices and reusable frameworks Collaborate with DevOps to define CI/CD pipelines, infrastructure-as-code (Terraform/Deployment Manager) and monitoring/observability strategy Review and approve technical designs, perform architecture risk assessments and mentor engineering teams on architecture governance Stay ahead of industry trends in loan origination, fintech integrations, cloud services and security frameworks Qualifications Required Qualifications & Experience 8+ years’ experience as a Solution Architect, Enterprise Architect or Senior Technical Architect Demonstrated domain expertise in Loan Origination Systems Strong hands-on background in integration architecture: REST/gRPC APIs, message-driven architectures (Kafka, JMS), ESBs or iPaaS platforms Proficiency with Spring Boot as the core integration framework Good understanding of cloud architectures on GCP (Compute Engine, GKE, Cloud Functions, Pub/Sub, Spanner, BigQuery, etc.) Solid understanding of IaaS vs. PaaS vs. iPaaS vs. SaaS models and when to apply each Ability to design secure, multi-tier solutions traversing all 7 OSI layers Excellent communicator: able to translate business requirements into technical blueprints and present to both technical and executive audiences Prior experience in working in consulting firms focused on stakeholder management and preparing solution proposals. Preferred (Nice-to-Have) Qualifications TOGAF® Certification (or equivalent enterprise architecture framework) Basic understanding of with API management tools (Apigee, Kong, MuleSoft) GCP Professional Cloud Architect certification or equivalent Familiarity with Agile delivery (Scrum/Kanban) and DevOps best practices Past experience in heavily regulated industries (financial services, insurance) Show more Show less

Key Responsibilities Work on being familiar with the underwriting criteria of our partner banks, which include SBI, BOB, ICICI, Axis Bank, HDFC, etc. Screen the education loan applications, advise students on the documentation, and coordinate with bank staff for smooth processing of the education loan Work on solving student's queries Manage the process starting from eligibility to the sanctioning of the loan About Company: WeMakeScholars is a Hyderabad-based fintech startup specializing in education loans and scholarships. Established seven years ago, we collaborate closely with major banks and NBFCs in India, including SBI, Axis Bank, and ICICI Bank, to simplify the education loan application process for students and parents. While we do not directly provide loans, we ensure a seamless and hassle-free experience. As market leaders in the education finance segment, we currently partner with over 14 financial institutions, a number that continues to grow. Last year, we facilitated the disbursement of approximately 10,000 crore in student loans, and we anticipate even higher volumes this year. Show more Show less

Key Responsibilities Work on being familiar with the underwriting criteria of our partner banks, which include SBI, BOB, ICICI, Axis Bank, HDFC, etc. Screen the education loan applications, advise students on the documentation, and coordinate with bank staff for smooth processing of the education loan Work on solving student's queries Manage the process starting from eligibility to the sanctioning of the loan About Company: WeMakeScholars is a Hyderabad-based fintech startup specializing in education loans and scholarships. Established seven years ago, we collaborate closely with major banks and NBFCs in India, including SBI, Axis Bank, and ICICI Bank, to simplify the education loan application process for students and parents. While we do not directly provide loans, we ensure a seamless and hassle-free experience. As market leaders in the education finance segment, we currently partner with over 14 financial institutions, a number that continues to grow. Last year, we facilitated the disbursement of approximately 10,000 crore in student loans, and we anticipate even higher volumes this year. Show more Show less

Key Responsibilities Work on being familiar with the underwriting criteria of our partner banks, which include SBI, BOB, ICICI, Axis Bank, HDFC, etc. Screen the education loan applications, advise students on the documentation, and coordinate with bank staff for smooth processing of the education loan Work on solving student's queries Manage the process starting from eligibility to the sanctioning of the loan About Company: WeMakeScholars is a Hyderabad-based fintech startup specializing in education loans and scholarships. Established seven years ago, we collaborate closely with major banks and NBFCs in India, including SBI, Axis Bank, and ICICI Bank, to simplify the education loan application process for students and parents. While we do not directly provide loans, we ensure a seamless and hassle-free experience. As market leaders in the education finance segment, we currently partner with over 14 financial institutions, a number that continues to grow. Last year, we facilitated the disbursement of approximately 10,000 crore in student loans, and we anticipate even higher volumes this year. Show more Show less

Key Responsibilities Work on being familiar with the underwriting criteria of our partner banks, which include SBI, BOB, ICICI, Axis Bank, HDFC, etc. Screen the education loan applications, advise students on the documentation, and coordinate with bank staff for smooth processing of the education loan Work on solving student's queries Manage the process starting from eligibility to the sanctioning of the loan About Company: WeMakeScholars is a Hyderabad-based fintech startup specializing in education loans and scholarships. Established seven years ago, we collaborate closely with major banks and NBFCs in India, including SBI, Axis Bank, and ICICI Bank, to simplify the education loan application process for students and parents. While we do not directly provide loans, we ensure a seamless and hassle-free experience. As market leaders in the education finance segment, we currently partner with over 14 financial institutions, a number that continues to grow. Last year, we facilitated the disbursement of approximately 10,000 crore in student loans, and we anticipate even higher volumes this year. Show more Show less

A Health Insurance Team Leader plays a critical role in overseeing a team responsible for managing health insurance operations such as claims processing, customer service, policy administration, and compliance. Supervise and support daily activities of the health insurance team (claims, underwriting, or customer service). Allocate tasks and ensure workload is evenly distributed. Ensure all health insurance processes are executed in compliance with company policies and regulatory standards. Oversee accurate and timely processing of claims, renewals, endorsements, and cancellations. Identify process inefficiencies and implement improvements. Strong knowledge of health insurance products and regulations. Excellent leadership and communication skills.

🔹 Position: Credit Executive 📍 Location: Mumbai 📅 Experience Required: 6 months to 5 years 💰 Salary: As per industry standards 🗂 Functional Area:*Credit & Finance Job Description: We are seeking a detail-oriented and proactive Credit Executive to join our team. The ideal candidate will have a solid understanding of financial principles and loan underwriting processes for both salaried and self-employed applicants. Key Responsibilities: * Analyze financial documents including Profit & Loss Statements, Balance Sheets, and Financial Ratios * Underwrite home loans for salaried and self-employed individuals * Conduct virtual discussions with clients for loan assessment * Ensure timely delivery of sanction letters and disbursements (TAT management) * Research and evaluate clients’ creditworthiness * Use credit scoring models to assess risk levels * Negotiate loan terms when required * Ensure compliance with all regulatory lending procedures * Allocate loan files to the appropriate banks based on the client’s profile and creditworthiness * Manage the end-to-end credit application process, from file login to final disbursement Desired Candidate Profile: * Graduate from any stream (Bachelor’s degree mandatory) * Prior experience in the banking or financial sector preferred * Willingness to travel as required * Strong communication and interpersonal skills

Operations and Claims Executive in Insurance at Nashik Job in brief:Operations and Claims Executive in Insurance sector ensures the smooth and efficient processing of insurance-related tasks, encompassing policy issuance, claims processing, and client communication. S/he manages day-to-day operations, coordinate with various teams, and ensure compliance with regulations and company policies. Additionally, S/he may be involved in client relationship management and process improvement initiatives. Hiring Agency: Namura HR Consulting Hiring Company: HBR Insurance Brokers Private Limited Location :H/N 3 Sukhdham Soc Tidke Colony, Opp St.Francis High School, Chandak Circle,Nashik - 422002. Company Website: https://hbrbrokers.com Role: Marketing & Sales Executive Employmenttype: FullTime-onRoll CTC:Maximum Rs 3.24 LPA with monthly CTC of Rs 27000 PM provided you fulfill all the competencies Educational Qualification:Any graduate with proficiency in English Experience : Minimum 1 year of experience in Insurance Operations/Hospitals In Insurance Sections/Mutual Funds/Stocks trading/ Investment/ Project-Financeetc Key Skills: — Any graduate with proficiency in English — Minimum 1 yearof experience in Insurance Operations/Mutual Funds/Stocks trading/ Investment/ Project-Financeetc — Knowledge of insurance products and processes: Understanding of different types of insurance policies and related processes. — Strong analytical skills: Ability to analyze data, identify trends, generate reports and can use/handle CRM and make informed decisions — Effective communication skills: with clients, colleagues, and external parties. Hindi ,English and Marathi — Organizational skills: Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines. — Proficiency in MS Office Suite: Familiarity with Excel, Word, and other office applications. — Attention to detail: Accuracy and precision in data entry and record-keeping. — Problem-solving skills: Ability to identify and resolve issues effectively. Responsibilities: — Policy Processing:Handling applications, renewals, cancellations, and payments for insurance policies. — Data Entry and Management:Maintaining accurate records and ensuring timely data entry into policy management systems. — Claims Processing:Managing and processing insurance claims, ensuring timely resolution and customer satisfaction. — Client Communication:Communicating with clients, insurers, consultants, and service providers to address inquiries and resolve issues. — Compliance:Ensuring compliance with company policies, procedures, and regulatory requirements. — Process Improvement:Implementing process improvements to enhance efficiency and service quality. — Reporting and Analysis:Generating reports, analyzing data, and identifying areas for improvement. — Internal team Coordination Working with other teams, such as underwriting, sales, and claims, to ensure smooth operations.

About This Role Wells Fargo is seeking a CIB Portfolio Manager. In This Role, You Will Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within CIB Portfolio Management functional area and contribute to large scale planning related to functional area Identify opportunity for process improvements within scope of responsibilities Review and analyze less complex business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives Exercise independent judgment to guide medium risk deliverables Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the functions, policies, procedures and compliance requirements Collaborate and consult with functional colleagues, internal partners and stakeholders. Responsibilities includes, but not limited to - Reviewing monthly servicer/collateral reports received from clients for completeness & accuracy of information and monitor underlying collateral performance including adherence to borrowing base, covenants, deal triggers, tracking & reporting financial trends of servicer/borrowers and ensuring the facility continue to perform in accordance with the terms of the credit agreement. Preparing quarterly surveillance decks summarizing above key information and terms for the entire ABS portfolio. Financial spreading and performing quarterly credit analysis of the clients with detailed credit write-up of both public and non-public companies. The credit write-up includes business (operating), industry, and financial analysis (including forward-looking liquidity, debt schedule and performance to plan analysis) to assess the creditworthiness of borrower/servicer/parent while keeping track of the latest developments in the assigned asset classes. Assisting US-based partners in preparing and drafting of annual credit reviews, as well as providing need-based support in conducting financial analysis for pipeline deals. Preparing tear sheets to evaluate financial performance of the lessees (counterparties to WF borrowers) based on top exposure concentration within the aircraft and shipping/ container portfolio. Performing Basel submissions for all the covered deals by capturing the data against the required Basel variables in an in-house portal on a quarterly basis. Training & mentoring junior team members and taking ownership of reviewing, & oversight responsibilities. Collaborating and consulting with colleagues and managers to achieve team goals. Contributing to transformation/efficiency/process improvement projects, including those with broader impact. Required Qualifications: 2+ years of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: At least a B.Com/M.Com or an equivalent qualification. MBA, CA, CFA / FRM or an equivalent qualification would be a plus. 2+ years of experience in credit analysis/underwriting of corporates/FIG clients, structured finance, or debt capital markets. Securitization and / or ABS markets related experience, and exposure would be an added advantage. In-depth understanding of financial statements and accounting policies (IFRS/ GAAP etc.) of large corporates and/or financial institutions with ability to comprehend key risks. Proficiency in MS Office (Word, Excel & PowerPoint): Advanced knowledge of excel, VBA, python, macros, etc. would be a plus. Experience in transformation projects, process efficiency, etc. would be an added advantage. Strong communication skills - both verbal and written. Ability to speak articulately and strong business writing skills. High level of personal motivation, strong interpersonal skills, and ability to multitask across contents in an evolving environment. Must be comfortable working independently and as part of a team. Must be flexible to work in EMEA/partial US shift as per business requirements. Posting End Date: 8 Jun 2025 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants With Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment And Hiring Requirements Third-Party recordings are prohibited unless authorized by Wells Fargo. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Reference Number R-405670 Show more Show less

Claims Administration and Management ﾧ Coordinate with branches in resolving the claims within the set SLAs / TATs; resolve any issue / concern ﾧ Review the claim settlement status daily; guide team in addressing claims which exceed TAT; seek clarifications and resolve issues to ensure that the claims are processed at the earliest ﾧ Conduct reviews (OFR / CFR) to identify problems within claims settlement and propose solutions; discuss the same with the superior and seek feedback / assistance in the same TPA Management ﾷ ﾧ Connect with the TPA vendors and invite quotes; assess information like loss ratio/ service expectations, etc.; ﾧ Negotiate with the TPAs on different aspects; assess loss ratio and drive action to arrest the same by seeking assistance from underwriting team on premium / risk assessment, etc. ﾧ Share policy details, benefits and nuances; train them on the specifics of the policy and how to administer the payment / claim processing Report Generation (MIS) ﾷ ﾧ Generate MIS on set frequency and apprise relevant stakeholder of the claim status within the team ﾧ Provide clarifications / reasons in case of delayed claim settlement Team Training ﾧ Lead training efforts for upskilling of team to better deliver in terms of claims administration, settlement, issue resolution, etc. ﾧ Provide directions in planning and coordination of training efforts for team ﾧ Motivate and retain key talent in the team Process Improvement ﾧ Collaborate with technology teams internally to drive implementation of tech-based platforms for claims processing, etc. ﾧ Support different internal teams to come up with innovations / process improvement and drive its implementation for effective claims management Team Development and Engagement ﾧ Establish location wise performance expectations and evaluation metrics, and regularly review location wise performance ﾧ Share information regarding business and key developments with the team proactively; guide them in utilizing their skills in the best possible manner ﾧ Understand team grievances and guide for their effective resolution ﾧ Identify and create development opportunities for team members to enhance functional knowledge Show more Show less

The Underwriter – C11 is an intermediate level role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities: Interface with and support bankers in underwriting requests for commercial credit extensions for new and existing clients with ownership responsibilities for sound credit decisions and compliance with internal procedures/credit risk policy guidelines and standards. Prepare a detailed written credit summary of commercial applicants requesting credit by analyzing the business, interpreting the finance need, identifying the strengths and prevailing risk factors and rendering a final credit decision. Perform detailed financial analysis on companies, including trend and ratio analysis, and interpret the financial information. Perform credit and personal financial statement analysis on individuals, guarantors, and co-borrowers in order to assess repayment capacity based on cash flow statements, tax returns, and statements. Perform industry and geographical research and other due diligence as needed. Maintain a solid understanding of Citibank products and services - within Small Business/Commercial Banking and the broader organization. Maintain compliance with Citibank credit policies/practices and regulatory policies, to ensure business unit is in adherence to the above and receives satisfactory ratings from internal and external auditors. Other duties as required to support business unit and company goals. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 2-5 years relevant experience Degree in Quantitative Fields such as Economics, Engineering, Operations Research, Business Finance, or Mathematics. Previous experience in credit risk management or equivalent training and experience preferably in the financial services industry. Ability to apply credit and risk principles toward business goals. Demonstrated ability to synthesize, prioritize and drive results with a high sense of urgency. Must be highly organized and able to work in a fast-paced environment managing multiple projects and possess effective. Interpersonal, organizational and analytic skills. Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Risk Management ------------------------------------------------------ Job Family: Credit Decisions ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. Show more Show less

Ready to shape the future of work? At Genpact, we don't just adapt to change we drive it. AI and digital innovation are redefining industries and were leading the charge. Genpact's AI Gigafactory, our industry-first accelerator, is an example of how were scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that's shaping the future, this is your moment. Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting-edge solutions we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation , our teams implement data, technology, and AI to create tomorrow, today. Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook Inviting applications for the role of Domain Trainee Broker Technical Support Team - Lucknow Skill Sets - US Mortgage, Underwriting, US Brokerage, Insurance, Backend Ops, Insurance, Property and Casualty, P&C Insurance, In this role, you will be responsible for Provide expert advice on commercial insurance products, risk management strategies, and regulatory requirements. Your expertise will be required to ensure that team members receive the best possible advice and solutions tailored to their specific needs. You will be required to interact and work with the client partners for all process/business knowledge related documents are updated periodically and team is made aware of the same in a timely manner. Should be open to work in any shift as per the business requirement Responsibilities Manage and resolve basic inquiries associated with all aspects of Client Services and service delivery (e.g. output delivery, basic broking inquiries, etc.). Communicating directly with underwriters/brokers/account executives to follow up or obtain additional information. Conduct training sessions for employees to enhance their understanding of commercial insurance principles and practices. Act as a liaison between clients and team members to ensure smooth communication related to updates, and inquiry responses received from client SMEs. Maintain accurate records of client interactions and knowledge material Conduct monthly knowledge assessment tests and TNI (training need identification) Ensure all controls are followed, existing exceptions are reviewed, and duplicate policies are reported before processing any transaction. Ability to handle varied volumes of workloads and to reach targets and deadlines on a timely basis. Lead by example by demonstrating and sharing knowledge with all lines of business the importance of best practices and acting as the subject matter expert to all operational and procedural activities for the Broking operations team Qualifications we seek in you! Minimum qualifications Graduate in any stream Relevant and meaningful years of experience of working in US P&C insurance lifecycle pre-placement, placement, and post-placement activities (such as endorsements processing, policy administration, policy checking, policy issuance, quoting, renewal prep, submissions, surplus lines, licensing, agency admin, inspections and so on. Demonstrate and cultivate customer focus, collaboration, accountability, initiative, and innovation. Proficient in English language- both written (Email writing) and verbal A strong attention to detail; analytical skills and the ability to multi-task are important Preferred Qualification and Experience An Insurance Certification would be an edge Awareness about Property & Casualty insurance regulation and anomalies will be preferred Relevant years of insurance experience and domain knowledge, especially P&C insurance Candidate having Broker (US P&C insurance) experience would be an asset Proficient with Microsoft Office (Word, PowerPoint, Excel, OneNote) A strong attention to detail; analytical skills and the ability to multi-task are important Should be a team player with previous work experience in an office environment required Client focused with proven relationship building skills Ability to work collaboratively as a key member of a team and independently with minimum supervision Highly organized with a proven ability to prioritize competing requirements and deadlines under pressure Why join Genpact? Be a transformation leader Work at the cutting edge of AI, automation, and digital innovation Make an impact Drive change for global enterprises and solve business challenges that matter Accelerate your career Get hands-on experience, mentorship, and continuous learning opportunities Work with the best Join 140,000+ bold thinkers and problem-solvers who push boundaries every day Thrive in a values-driven culture Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress Come join the tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up. Lets build tomorrow together. Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

Role & responsibilities 1. MSME vertical is a growing business for Ujjivan. The Credit Manager will be an important position that will drive the Portfolio growth for the particular location. 2. Underwriting of Working Capital - Fund Based & Non-Fund Based customers for Facility amount up to 10 Cr 3. Managing a portfolio of fund based as well as non-fund based facilities i.e. term loan, cash credit, working capital demand loan, overdrafts, letter of credit, bank guarantees etc. 4. Managing entire underwriting process which includes CAM preparation, credit assessment, PD with customer, detailed financial analysis of proposal and presentation of proposal to the approving authority 5. Ensuring proper documentation and disbursement of the credit facilities to the customer on time 6. Conduct income appraisal of MSME borrowers. In depth understanding and analysis of P&L Account and Balance Sheet including cash flows of self-employed borrowers. 7. Assess financial ratios, in depth knowledge of rational behind calculation of ratios and its impact on facility performance. 8. Provide Market intelligence from competition and customers stand point Recommendations on new processes & fraud Control initiative etc. I ntrested can share your resume on mahesh.dolare@ujjivan.com

Company: Mercer Description: POSITION: Health Consulting Analyst INTERNAL DETAILS Job family: H&B Consulting / Job family group: Consulting Job profile: H&B Consulting Analyst Aligns to US-based role of Level D WHAT A TYPICAL DAY LOOKS LIKE Assist associates and lead consultants in serving our clients by reviewing client needs, recommending suitable approaches, and helping implement benefit program strategies Become steeped in the details and documentation of a clients current state of US healthcare benefit and group programs, such as plan designs, healthcare cost factors, the carrier contract marketing and renewal processes, compliance reporting and open enrollment periods Draft and structure communications and collateral such as client emails, proposals, letters, reports, spreadsheets, and presentations Analyze, benchmark and compare and contrast healthcare data and then interpret results and present insights to the core team Aid in developing open enrollment benefit guides Engage with client vendors regarding client deliverables, documentation and data, and issue resolution Project manage and coordinate with internal stakeholders from specialty teams and centers of excellence to stay on top of client deliverables Coordinate with actuaries to ensure they have all data required for their underwriting and that their inputs are accurately captured in client materials Monitor day-to-day client interactions and offer support or escalate appropriately Support with client compliance requirements Manage and maintain client documentation and data files Use Mercer s proprietary tools, templates and best practices Interact daily with US-based core client team members WHAT WE VALUE Excellent interpersonal, verbal, and written communication skills with an aptitude for presentation design and storytelling Strong analytical skills, both quantitative and qualitative, with the ability to articulate useful and noteworthy insights Competency in project management and superior organizational skills Intellectual curiosity; seeking opportunities to develop new skills and to deepen knowledge of the US Healthcare industry Ability to work in teams and independently across multiple clients Flexibility to work under tight deadlines and changing client needs Strong attention to detail PREFERRED QUALIFICATIONS Prior 3+ years of work experience Prior experience in the US Healthcare industry A bachelors degree with concentration(s) in business, math, statistics, economics, public health, and/or other related field is preferred Working knowledge of Microsoft Office Word, Excel, and PowerPoint Desired work-shift 07:30 - 01:30 IST for significant overlap with US-based colleagues WHAT MAKES YOU STAND OUT Experience working directly with US-based clients Track record of critical thinking beyond standard operating procedures Proven flair for building and sustaining relationships with onshore (US-based) colleagues Proven fast learner with a knack for taking initiative and emulating from example

This role is for one of Weekday's clients Min Experience: 20 years Location: NCR JobType: full-time Requirements About the Role We are hiring a seasoned and visionary Vice President - Insurance Operations for one of our esteemed clients based in the Delhi NCR region . This strategic leadership role is tailored for professionals with 20+ years of deep domain experience in Property & Casualty Insurance Operations , particularly in managing large-scale delivery and operational teams catering to UK-based insurance clients . As the VP - Insurance Operations, you will be responsible for driving operational excellence, strengthening service delivery frameworks, and ensuring compliance with global insurance standards. You will work closely with senior stakeholders, both internal and client-side, to shape and execute a long-term strategy for growth and efficiency in insurance operations. Key Responsibilities Leadership & Strategy: Lead, mentor, and manage large, cross-functional operations teams focused on Property & Casualty insurance. Provide strategic direction and execution plans in alignment with organizational goals. Client Engagement: Serve as the key liaison with UK-based clients, ensuring smooth communication, delivery success, and high customer satisfaction. Operational Excellence: Oversee day-to-day operations ensuring SLAs, KPIs, and quality metrics are consistently met or exceeded. Process Optimization: Identify opportunities for automation, standardization, and streamlining of insurance operations to enhance productivity and service levels. Regulatory Compliance: Ensure adherence to insurance regulatory standards applicable to the UK insurance market. Maintain a strong governance model for audits, risk assessments, and compliance checks. Innovation & Technology Enablement: Work closely with technology teams to introduce innovations in digital transformation, automation, and InsurTech solutions that can enhance business delivery. Financial Accountability: Manage P&L responsibilities, budgeting, forecasting, and cost control to meet business objectives. Talent Development: Drive performance management, succession planning, and skills development initiatives to build a future-ready operations team. Stakeholder Management: Collaborate with internal teams, business heads, and external clients to align operational initiatives with strategic business goals. Required Skills And Experience Minimum 20 years of experience in Insurance Operations, with at least 10 years in senior leadership roles. Extensive experience managing Property & Casualty Insurance operations, especially for international clients (UK preferred). Proven ability to lead large operations teams (500+ FTEs) and scale delivery models across geographies. Deep understanding of insurance operations workflows - underwriting, claims, policy servicing, renewals, etc. Strong knowledge of UK insurance compliance standards and operational regulations. Excellent stakeholder management, communication, and client-facing skills. Demonstrated success in transformation projects, BPO/ITO delivery, and process improvement programs. Preferred Qualifications Bachelor's degree required; MBA or equivalent preferred. Exposure to working in global delivery environments, particularly in the UK insurance domain. Experience with Six Sigma/Lean methodologies is a plus. Show more Show less

EXL’s 15+ years old ACTUARIAL practice is a multi-disciplinary group with an industry focus on the insurance sector (like Property & Casualty, Life Insurance, Health care, Retirement Benefits, Reinsurance). Our actuarial practice has a reputation for strong quantitative expertise and thought leadership in the industry. Through these years, our experienced practitioners have helped clients turn risk into opportunity by pairing science and art to develop solutions to their most pressing challenges around risk and insurance. We allow organizations to optimally balance their key business objectives in the context of their long-term business outlook. What opportunities awaits you? We are looking out for some of the exceptional talent like you in the domain of Advanced Modeling, Rate development & support, Capital Modeling, Solvency assessments, Reserving, Reinsurance optimizations etc. Who would you work with at EXL? Our actuarial family have some of the most talented fellows, associates, students from reputed institutions like Institute and Faculty of Actuaries (IFoA), Institute of Actuaries of India (IAI) and Society of Actuaries (SoA) with expertise in risk, technology, data management, statistical modeling, regulatory support etc. We have some of the seasoned experts who endeavor to provide cutting edge solution to rising uncertainties along with providing full range of actuarial services across the globe to top clientele like leading US, UK, Australian P&C and Life carriers, one of the leading UK insurance broker etc. How would we support you in your growth journey? EXL’s actuarial practice is a mature practice, which lays strong emphasis on nurturing actuarial talent and foster a culture of continuous learning & growth. EXL not only provides you an environment to work with some of best talent of the country but work with you to curate a career trajectory in actuarial domain. EXL has built strong talent capabilities through its unique Actuarial Development Program, which enables continuous upskilling of fellow/students through in-house trainings, best in class research capabilities and associations facilitating industry outreach. The program is uniquely designed to incentivize fellows/students to undertake actuarial exams, participate in conferences, learn from the highly talented peer group and multiple opportunities to be a key enabler of this ever-growing practice. Role Overview: Doing independent research, analyze, and present data as assigned Expected to work in close collaboration with the EXL team and clients on general insurance actuarial projects for US markets Manage rate reviews, filings with DOIs and DOI complaints support moderate to complex product initiatives 4+ years’ experience preferred, with good understanding of P&C actuarial concepts - pricing, reserving, and/or valuation Prepare detailed documentation for rate review, and state filing reports and preparing presentations Assist in analyzing, identifying and tracking new market trends, including underwriting and rate actions and proposing what actions to take Develop and use collaborative relationship to facilitate the accomplishment of working goals Facilitate, while working with other departments, in creation of product strategy, countrywide underwriting revisions and countrywide requirement updates Assist in audit functions as needed Work with Predictive Modeling on finding support and determining new model selections Key Responsibilities: Solid understanding of rate tables of other carriers, how those tables are configured and testing of those table. Interacting with clients on regular basis, understanding their requirements and transforming that into business framework and providing actuarial solutions Working experience in P&C insurance domain for US insurance markets is a must Understand how Insurance product is developed and deployed Excellent written and verbal communication skills Providing technical analysis and having the capabilities to explain, discuss with stakeholders independently· Build VB prototypes and small scale applications, along with VBA scripts, in a bid to automate Excel spreadsheets Develop, enhance, and maintain MS Excel, and handle frontend development procedures Analyze and revise existing system logic difficulties, and ensure that technical knowledge of all phases of application systems is maintained Communications, including deck writing Develop, maintain and support existing MS Excel VBA applications, and analyze and convert business requirements as needed Experience in data extraction and data manipulation in Excel Experience in data control and data automation In-depth data analysis like identifying major trends, univariate and multi-variate analysis Knowledge of general insurance domain and P&C actuarial concepts is a must Excellent written and verbal communication skills Candidate Profile: Bachelor’s/Master's degree in engineering, economics, mathematics, actuarial sciences, or similar technical degree. Master’s in business or financial management is also suitable Affiliation to IAI or IFOA, with at least 6-9 actuarial exams 4-7 years’ experience, with good understanding of P&C actuarial concepts - pricing, reserving, and/or valuation Exposure to US general insurance market Proficiency in Excel, VBA Macros. Strong ability to learn technical and business knowledge Superior analytical and problem solving skills Outstanding written and verbal communication skills Excellent time and work management skills Able to work in fast pace continuously evolving environment and ready to take up uphill challenges Is able to understand cross cultural differences and can work with clients across the globe What we offer: • EXL Analytics offers an exciting, fast paced and innovative environment, which brings together a group of sharp and entrepreneurial professionals who are eager to influence business decisions. From your very first day, you get an opportunity to work closely with highly experienced, world class analytics consultants. 1. You can expect to learn many aspects of businesses that our clients engage in. You will also learn effective teamwork and time-management skills - key aspects for personal and professional growth 2. Analytics requires different skill sets at different levels within the organization. At EXL Analytics, we invest heavily in training you in all aspects of analytics as well as in leading analytical tools and techniques. • We provide guidance/ coaching to every employee through our mentoring program wherein every junior level employee is assigned a senior level professional as advisors. • Sky is the limit for our team members. The unique experiences gathered at EXL Analytics sets the stage for further growth and development in our company and beyond Show more Show less

Portfolio Management Underwriting measures to ensure that risks are analyzed appropriately to avoid future losses Improvements for an increase in business Volumes Analysis for monitoring of Portfolio

We provide virtual business process services to various types of overseas clients and this position is to be part of the team which provides support to USA client from Mortgage Finance industry and looking to hire Finance Graduates / Postgraduates as Mortgage Analysts. RESPONSIBILITIES (duties may include but are not limited to) Should be able to read and analyze all deal related documentation, due diligence, and third-party reports. Manage the overall deal process and completion of all necessary tasks proactively, always within deadlines, being insightful, accurate and consistent. Should be able to understand the sizer template and basic UW guidelines. Ensure all completed work is saved and available to the entire deal team. Concisely and comprehensively communicate daily progress on work prioritized, work completed and items outstanding and necessary to move the deal forward to the deal team at least once, if not twice daily Be ready to consistently upgrade their technical knowledge and skills and change behaviors to improve performance. Work with your local manager and colleagues in a positive, constructive, professional, and open way, being prepared to listen, accept, and act on feedback. Support and assist the team. Acting as a Technical Coach and helping in developing others on the team. Understand key performance indicators and continuously work to exceed expectations. Perform any other tasks or projects as assigned. QUALIFICATIONS AND EXPERIENCE B. Com / BBA Post Graduate Degree in Finance, M.com, MBA etc., A range of 2.5 – 4 years of experience within a banking institution managing and underwriting a portfolio of commercial real estate loans with a focus on Freddie/Fannie/Bridge Lending Business relationship management skills and the ability to understand and anticipate the needs of respective business stakeholders. Demonstrate the ability to review contingencies. Strong knowledge of underwriting philosophy. SKILLS Strong Financeand Accounting skills, Loan Interest calculations, application of financial policiesof the company. Knowledge working on financial analysis of commercial lending (FMAC, FNMA, Life Company, bridge lending etc.) Review the Borrower Statements like Rent Rolls, Operating Statements, and Real Estate Owned schedules for different property types. Analyzing operating statements to understand the nature of income and expenses of the property. Trend analysis Analyzing loan terms and loan feasibility Review & underwrite loans ensuring compliance and maintaining the value proposition Knowledge of working on Loan Narratives of commercial lending (FMAC, FNMA, Life Company, bridge lending etc.) Loan Narratives include write-ups on Property, Market, and Borrower. Review all the third-party reports (Appraisal, PCA, ESA, Zoning, etc.), prepare third party comparison chart Review the credit history of the Borrower (preparing the Sponsor Credit Packages, reviewing the Equifax and Experian reports) Handling databases such as Co-star, Loop Net, REIS, NIC MAP, RCA, Axiometrics Excellent oral and written communication skills Ability to work independently and as part of a team. Strong Knowledge of MS Office applications. Strong Knowledge in using internet and web applications. QUALITIES Strong commitment to support overseasclient with utmost care. Good team player with greater level of integrity Excellent communication skillsto interact with customers and business partnersof the client. Good team player with greaterlevel of integrity, Maintains Strict confidentiality of Client’s Data and information. Self-Motivated and Tough task master.Quick learner and continuous learner of new technologies. LOCATION: Hi-TechCity, Hyderabad, TIMINGS: 1:00PM to 10:00PM IST SALARY RANGE: AS PER INDUSTRY STANDARD SEND APPLICATION TO: resume@finacplus.com Show more Show less

locationsPune - Business Bayposted onPosted 30+ Days Ago job requisition idR_301569 Company: Marsh Description: We are seeking a talented individual to join our Operations team at Marsh. This role will be based in Pune. This is a hybrid role that has a requirement of working at least three days a week in the office Specialist Insurance Operations The Specialist will provide essential support to Client Executives and Brokers, facilitating the placement of policies and delivering exceptional client service within the Placement value stream. We will count on you to: Ensure compliance with internal targets related to error reduction, quality checking, and processing. Develop and maintain productive relationships with CE/Broker and Policy Servicing teams Ensure all documentation complies with Marsh Procedures, Marsh Compliance Standards, and regulatory guidelines Assist Client Executives and Brokers in managing placements within the Marsh systems File necessary documentation in the Marsh systems and support internal and external teams with updates Prepare Slips/Quotes, Contracts, Endorsements document templates, adapting them based on client information and input from Broking teams Review renewal reports, identifying unnecessary risks and ensuring all documents are accurate and ready for renewal Monitor and manage workflow, coordinating the flow of business into Placement Teams Process Management: Manages own queue of work to ensure timely delivery on all cases as per SLA Understands process steps and guidance and processes case as per process guidelines and checklist Escalates delays and queries appropriately after due investigation Identifies gaps and anomalies in information provided to ensure process completeness before submission for client delivery Ensures quality of data provided by taking end to end responsibility of process delivery Risk & Compliance Ensure adherence to Compliance and operate within the guidelines of internal and external regulators Have working knowledge of the core product principles and regulations that govern the products Ensure that all statutory and company regulations are followed while processing work to protect clients, colleagues and the business interests of the company What you need to have: Graduate with 3- 5 years of experience Process knowledge of broking business and insurance terminologies Ability to prioritize and handle multiple tasks during peak volume periods Collaborative mindset across levels and teams Good command on MS Office applications (MS-Excel, MS-Word) Decision making and Problem solving skills High attention to detail Good relationship skills, Proven ability to work on functional initiatives What makes you stand out Adaptable communicator, facilitator, influencer and problem solver Certification in Insurance domain Why join our team We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh, a business of Marsh McLennan (NYSEMMC), is the worlds top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businessesMarsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Introduction We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. We’d be thrilled to receive applications from exceptional individuals like yourself. Gallagher, a global industry leader in insurance, risk management, and consulting services, boasts a team of over 50,000 professionals worldwide. Our culture, known as "The Gallagher Way," is driven by shared values and a passion for excellence. At the heart of our global operations, the Gallagher Center of Excellence (GCoE) in India, founded in 2006, upholds the values of quality, innovation, and teamwork. With 10,000+ professionals across five India locations, GCoE is where knowledge-driven individuals make a significant impact and build rewarding, long-term careers. How You'll Make An Impact Review insurance applications related to property and liability risks, such as homeowners, commercial property, or general liability policies. Analyze the applicant's information, including property details, occupancy, claims history, and other relevant documents. Determine the appropriate coverage limits, deductibles, and premium rates for each property and liability insurance policy based on the applicant's risk profile, industry standards, and underwriting guidelines of the carrier. Communicating & collaborating with insurance agents and brokers to gather additional information, clarify details, and negotiate terms. Ensure compliance with company policies, industry regulations, and legal requirements & follow established underwriting guidelines and procedures to maintain consistency and fairness in decision-making process. Maintain accurate records of all underwriting decisions, correspondence, and supporting documents. Organize and manage underwriting files to ensure easy retrieval and reference. Create & maintain internal reports Collaborate with onshore counter parts to ensure smooth workflow About You Bachelor's degree in a related field (e.g., finance, business, or insurance) 1 or 2 years of experience as an Underwriter or in a similar role for UW L1 and 2 respectively Strong analytical and decision-making skills Excellent attention to detail and accuracy Knowledge of insurance industry regulations and guidelines Effective communication and interpersonal skills Ability to work independently and as part of a team Candidates with AU/AINS/CII/CPCU will be preferred Knowledge of how insurance industry works in countries like UK, Australia & US preferred Additional Information We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. Show more Show less

Job Description Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. OUR IMPACT The Private Bank is a business unit of the Asset and Wealth Management Division (AWM) that provides tailored banking and lending products, such as deposits, bank loans, mortgages and margin financing, to high-net-worth clients of the firm’s global Wealth Management businesses. This role is on the Private Bank’s Deposit Team will work cross-functionally with internal partners and external clients to deliver on deposit balance and revenue goals. How You Will Fulfill Your Potential We are looking for an [Analyst or Associate] to join the Private Bank Deposits Team. New joiner will be an integral part of team responsible for daily management of the PB deposits business including deposit pricing and risk analytics, marketing the product and special promotions to advisors and client, developing and executing new product strategy, and managing the business day to day. Pricing & Analytics Conduct daily and ad hoc pricing and risk analysis to inform standard and exception deposit pricing on an ongoing basis including transaction specific deposit product pricing, e.g., trading term deposits and partnering with advisors to win new assets Perform regular business projections and mark to market against business plan both of which inform overall business strategy Develop and use dashboards to monitor performance against balance and revenue goals Monitor and manage the book within all relevant market risk, liquidity risk limits Run regular competitor analysis for deposit products and ranking across markets Business Management Create overall product strategy for deposits including defining and prioritizing new products, identifying infrastructure and process improvements to enhance performance against goals, managing issues that arise in the normal course of business Develop and maintain deposit policies, procedures and processes to operate the business effectively and in compliance with all relevant global regulations Support strategic initiatives and projects including banking service feature launches, new products, new branches or regions, changes to pricing or operational frameworks Client Relationship Management Regional advisor and client coverage including regular interface to drive usable deposit balances, participation in ISG calls or other marketing forums, etc. Develop marketing materials for use with advisors and clients including market updates, banking service marketing, general marketing and promotions Assist with client call preparation by creating review materials, pitchbooks and account reviews. Skills & Experience We’re Looking For A Bachelor’s degree, MBA preferred Foundational knowledge of deposit instruments, liquidity risk or treasury solutions is a plus Experience within financial services, preferably with a quantitative background Ability to work in a fast-paced environment, be organized and think clearly under pressure Strong verbal and written communication skills Attention to detail with ability to operate independently Eager to work in an entrepreneurial environment Collaborative, energetic, enthusiastic, and a self-starter About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html © The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Show more Show less

Skill Set : Strong knowledge of Life Insurance products. Deep Knowledge of Life insurance process (quote, policy issuance, finance, claims). Expertise in any one of the processesis a must. Hands-on experience with SQL and API Integration In-depth Understanding of Java, microservices, and web services is an added advantage Excellent communication/interpersonal skills J ob Requirements : Liaise with the internal business team (Sales, Underwriting, Actuary, Operations, Claims and Finance) and externalpartners to ensure a mutual understanding of processes and applications. Requirement elicitation and System solution designing. Define the customer journey. Coordination with the development team on project planning & deliveries. Weekly Sprint planning along with Product Managers. Understand business Work Environment Details: Specific requirements Travel: Vehicle: Work Permit: Other details Pay Rate: Contract Types: Time Constraints: Compliance Related: Union Affiliation:

Company Munich Re Location Mumbai , India Job Purpose: Munich Re India Branch is responsible to develop and manage reinsurance business in SAARC region in line with over all Munich Re’s global business strategy. The UW will be responsible for development of a sustainable and profitable agricultural reinsurance portfolio primarily in India and going forward in adjacent countries. The position is also responsible for supporting underwriting for portfolios in rest of Asia (ex-China), Africa and Middle East, maintaining and developing client and stakeholder relationship, ensuring consistent support in overall objective of high underwriting quality and maintenance/development of technical expertise and special market knowledge. The ability to quickly understand a new business proposition and to position it within the Munich Re business model is key. The UW will work in a collaborative team environment. Engagement with the clients, brokers and other external agencies and alignment with the internal cross functional teams of Underwriters, Analytics and Finance is a key element of the role. You role: Key Responsibilities: Continuous analysis of agricultural primary and reinsurance markets in India and adjacent countries Develop and maintain good working relationships with clients, brokers and other agricultural insurance related stakeholders (e.g. service providers, claims agencies, CCE agencies, Technology providers on claims assessment etc.) Develop Individual client strategies in consultation with Regional Head of Agriculture and other senior management at Munich Re – APA (Asia Pacific/Africa) Region Supporting information and assistance for technical risk reviews and acceptances, complex (incl. non-traditional) RI products Preparation and conducting negotiations with cedants and brokers in coordination with Regional Head Agriculture Active participation in client events (congresses, market events) Develop and implement the strategy for client engagement, develop alignment of interest, and ensure we have a coherent, long-term relationship with our clients and channels. Work closely with key stakeholders internally and externally to identify trends and new opportunities. Play an active role in the acquisition, retention and servicing of clients. Train junior underwriters and colleagues new to the team in your area of expertise Your profile : Education & Experience: Graduate degree in commerce, finance, business. Preferred in agriculture or related areas. Professional qualifications are an advantage. 5 to 7 years of relevant experience in actuarial, underwriting and business enablement for an insurer or reputable broker Significant exposure to Indian agriculture insurance business, understanding of stakeholders is a must High proficiency in Excel. Experience in Data analytics and relevant tools (R, Python, Matlab, Excel Macros) will be an added advantage. Relevant knowledge of the non-life Insurance business. Understanding of the reinsurance business will be an added advantage. Proven ability to communicate actively, effectively and succinctly with strong facilitation, presentation and negotiation skills. Able to engage with and impress C-Level and engage across the levels within the client as well as Munich Re Able to work in a dynamic environment and deliver under very tight time pressure Willing to travel Competencies: Enjoys working in a constantly changing and fast-paced environment. Proactive and dynamic problem solver with a talent for dealing with ambiguity. Self-starter but also a strong collaborator. About Munich Re: Founded in 1880, Munich Re Group is one of the world’s leading providers of reinsurance, primary insurance and insurance-related risk solutions. As pioneers in risk assessment, we drive the digital transformation of the global insurance landscape, expanding products and services as new forms of risk emerge. From space rocket launches to cyber- attacks, from high net worth individual life cover to pandemics, we take care of risks, so our clients can take care of their business. Across Asia Pacific, Middle East and Africa, we operate life and health and non-life reinsurance as well as primary insurance businesses, providing global career development opportunities and prospects to more than 1900 team members in 20 locations. We started supporting clients in the Indian market in 1951 and established our India Branch in Mumbai in 2017 to service the Non-Life and Life reinsurance markets in India, Sri Lanka and Bangladesh About About Munich Re Munich Re Worldwide Follow Us Privacy Legal Notice Imprint Show more Show less

Business Analyst - Specific – Fleet / Digital Trading / Sale Job Description: Experience as a Business Analyst in the General Insurance domain (preferably Commercial Insurances Able to elicit comprehensive requirements and achieve consensus from stakeholders using a variety of analysis techniques including workshop facilitation Solid Agile experience creating Epics and User Stories using Confluence and Jira Good understanding of Use Cases, Value Streams and Personas Can apply recognised industry standard modelling techniques including data modelling and BPMN Great stakeholder management skills with the ability to influence at all levels An agile mindset, with a flexible and adaptable approach to delivering against business priorities Specific – Claims Experience and knowledge of BMP Claims or other mainstream Claims platform, particularly Guidewire Claim Center Specific – Fleet / Digital Trading Experience of underwriting, policy issuance and administration platform(s) Specific – Sales Experience of Sales and CRM platform(s) including Salesforce and B2B portals UAM experience Show more Show less

About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. About the company: Accumn - a Yubi company, is India’s most advanced AI-first credit decisioning platform, integrating machine learning (ML) and generative artificial intelligence (GenAI) to empower credit managers with precise, data-driven tools for fair and transparent lending decisions. Formed through the strategic consolidation of Corpository and FinFort, Accumn offers a comprehensive suite of solutions to support the entire credit lifecycle—from lead generation and risk management to post-disbursement monitoring. With over 1 lakh active banking and credit users , Accumn has achieved a 66% reduction in credit processing time and boasts an 85% success rate in predicting defaults. The platform has over 5 lakh entities under credit monitoring . The company has been recognized for “Best Use of AI & ML Models for Credit Default Prediction” by Banking Frontiers and “Best Use of AI in Risk Evaluation” by Dun & Bradstreet. Visit www.hello.accumn.ai and www.go-yubi.com to learn more. About the Role: We are seeking a dynamic and results-driven Sales Director to drive our sales efforts in delivering innovative credit underwriting and risk assessment solutions to Banks/Fintech/NBFC/FIs. The ideal candidate will have extensive experience in sales leadership within the fintech, banking, or financial services industry, with a proven track record of driving revenue growth, building strong client relationships, and leading high-performing sales teams. The Regional Head will be responsible for developing and executing a strategic sales plan for South India (Southern Region), identifying key business opportunities, and driving the overall sales performance. This individual will work closely with our sales leadership, product, marketing, Tech teams and customer success teams to ensure that our solutions align with the evolving needs of the Financial services Sector. Position: Sales Director – Growth Location: Mumbai Mode of working: Work from office, Frequent travel. Education: Bachelor/master’s degree in business/ finance/economics or Chartered Account/CFA. Key Responsibilities: Develop and execute a comprehensive sales strategy to drive the growth of our credit underwriting and risk assessment solutions within the financial services sector including Banks/NBFC/Fintech/FI. Need to chalk out plan for sales target achievement on MTD, QTD, YTD basis. Identify and target new business opportunities, including generating leads, building relationships with key decision-makers, and creating tailored proposals to meet client needs. Build and maintain strong relationships with senior stakeholders/Decision makers, including Chief Risk Officers, Chief Credit Officers, Business heads of various banking verticals such as Business banking, Retail Banking, Wealth etc. Lead all phases of the sales cycle (end to end), right from initial prospecting/lead generation and relationship building to contract negotiation and deal closure. Work closely with internal teams/stakeholders to ensure the product offerings align with the specific needs of the customer. Provide feedback on market trends, customer requirements – our products Vs competitor activity to refine product positioning and sales messaging. Lead negotiations with clients, ensuring favorable terms and conditions for both parties – create a win-win solution, while maintaining a focus on long-term relationships and mutual success. Track sales metrics and KPIs, providing regular reports to the executive team on sales performance, pipeline status, and revenue forecasts. Requirements What we look for: Minimum of 10+ years of sales experience in the fintech, banking, or financial services industry, with a focus on B2B sales of complex software or technology solutions. with at least 2 to 3 years focused on selling to Banks/NBFC or Fintech or BFSI segment in India. Proven track record of successfully selling FinTech solutions, preferably in the areas of credit underwriting & risk assessment, lending or financial services, to banks/Fintech or BFSI clients. Strong knowledge of the BFSI sector, the Forensics industry, with a deep understanding of the credit evaluation process. - including financial analysis and ratio analysis to check creditworthiness of any company/business. Well-versed in other key factors such as GST, external ratings, legal matters, and other related parameters that influence credit assessments. Sound Understanding of banks/NBFC/Fintech structure (verticals/segments), pain points, and decision-making structures with clear focus key decision makers. Excellent communication, presentation, with strong negotiation skills. Should be to influence decision making with internal & external stakeholders. Ability to navigate complex sales cycles and build relationships with senior-level stakeholders internally as well as within banks/NBFC/Fintech and its segments/verticals. Familiarity with the BFSI landscape in India, specifically credit risk assessment technologies and tools. Ability to travel as needed to meet with clients, attend industry events, and oversee business development initiatives. Show more Show less