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Business Operations Analyst

Business Operations Analyst

Wealthmax Financial Advisers Private LimitedJammu, Republic Of India, IN
1 day ago
Job description

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 Type Insurance

    Functional Area BFSI, Investments & Trading

    Employment Type Full Time, Permanent

    Role Category General Insurance

    Education

    PG : MBA / PGDM in Any Specialization

    Key Skills

    Financial ServicesInsurance OperationsFinancial Planning And AnalysisEnglishFinancial Planning

    Customer ServiceExcel PowerpointInvestment PlanningCustomer RelationshipCustomer Supportmba financeOperationsCRM

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    Analyst • Jammu, Republic Of India, IN

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