Ops/Compliance-MBA Fresher-Jammu Location

ONLY CANDIDATES FROM JAMMU SHOULD APPLY

Location-Jammu

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

Job description

Supporting the operations team in creating an amazing workplace

Plan strategy and ensure goals on track

Help Support & Train Sales team on Compliance & CRM

Responsible for the operational lifecycle of client, including coordination of the onboarding/termination of new client with sales team

Timely and accurate processing of

Responsible for managing scheduled segregated tasks on a weekly, monthly, quarterly, and annually basis

Work with the sales team in co-ordinating and facilitating the on-boarding process and their Query resolution

Suitability Report writing

CRM Updates & File Submission

File check & Auditing of Sales

Develop reports and reporting metrics that will assist Segment Leaders, Branch Managers and Managers with Broker Accountability Assessments.

Investigate, advise, or resolve,

underwriter technical / account queries.

Internal technical / account queries.

Liaise with placing brokers, processing technicians and contracts team.

Coordinate operations as directed by Directors

Work with regional managers to increase performance

Implement plans to open new offices in target market

Required Candidate profile

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

Experience in Financial services

Skills Required

Excellent English speaking,

Hands on experience on MS Excel

Experience in Financial Services, Financial Planning, Insurance Broking

Good knowledge of making Dashboard & MIS using MS Excel

RoleInsurance Operations Executive

Industry TypeInsurance

Functional AreaBFSI, Investments & Trading

Employment TypeFull Time, Permanent

Role CategoryGeneral Insurance

Education

PG :MBA/PGDM in Any Specialization

Key Skills

Financial ServicesInsurance OperationsFinancial Planning And AnalysisEnglishFinancial Planning

Customer ServiceExcel PowerpointInvestment PlanningCustomer RelationshipCustomer Supportmba financeOperationsCRM