1.) Claims for Motor and Health and SME (Starting from Intimation of claim, collection of documents from client, uploading on portal , follow up with client and Insurance for closure of claimData Entry of Claim 2.) Underwriting of SME products in coordination with Insurance Company
Acquiring new clientsCross Selling of Mutual Fund, Insurance. Executing orders on behalf of clients/ APOperational activity of clients like KYC and other products like MF/Insurance & other financial products etc. Understanding clients needsJob Location: Majura Gate, Ring Road, Surat Gujarat
Job Role and Responsibilities:Acquiring new clientsCross Selling of Mutual Fund, Insurance Executing orders on behalf of clients/ APOperational activity of clients like KYC and other products like MF/Insurance & other financial products etc Understanding clients needsJob Location: Majura Gate, Ring Road, Surat GujaratCertification requirement: NISM
1. Drafting and Documentation: - Draft Red Herring Prospectus (DRHP), prospectus, and other related documents. - Ensure accuracy, completeness, and compliance with regulatory requirements. 2. Customer Coordination: - Coordinate with customers to understand their requirements and provide tailored solutions. - Build and maintain strong relationships with clients. 3. Open Offer and Valuations: - Manage open offer processes, including drafting letters of offer, filing with regulatory authorities, and ensuring compliance. - Conduct valuations of companies, assets, or securities. 4. Other Merchant Banking Activities. Requirements:- Masters degree in Finance, Accounting, or related field.- Minimum 2 years of experience with merchant banker- Strong knowledge of SEBI regulations, guidelines, and industry standards.- Excellent drafting, communication, and analytical skills.- Ability to work under pressure and meet deadlines.Preferred Skills:- Experience with document drafting, customer coordination, and deal management.- Strong analytical and problem-solving skills.
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