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Financial Inclusion Project Coordinator (CA Fresher) / CA Finalist

Financial Inclusion Project Coordinator (CA Fresher) / CA Finalist

Oswal Computers & Consultants Pvt. Ltd.Indore, Madhya Pradesh, India
1 day ago
Job description

About the job

Job Description : Financial Inclusion Project Coordinator (CA Fresher) / CA Finalist

Location : Indore (Head office)

Job Summary :

We are seeking a dynamic Chartered Accountant (CA) fresher to join our team for the profile.

Project Manager for Insurance & Financial Inclusion project .

The primary responsibility of this role is to coordinate activities between the Head Office, Zonal Offices of various banks, insurance & clients .

Key Responsibilities :

1.Coordination with Banks and Insurance Company :

  • Act as a liaison between our organization and the Head Office, Zonal Offices, and Branches of partner banks and insurance company for life as well as general insurance.
  • Facilitate regular meetings and communications to ensure alignment on project goals, timelines, and deliverables.
  • Monitor and report on progress, identifying and addressing any issues or bottlenecks in a timely manner.
  • Build strong working relationships with key stakeholders to foster collaboration and smooth execution of financial inclusion strategies.

2.Project Management :

  • Assist in the planning, execution, and monitoring of financial inclusion projects in alignment with organizational objectives.
  • Ensure compliance with regulatory requirements and internal policies related to financial services and banking operations.
  • Prepare reports, presentations, and documentation as required for internal and external stakeholders.
  • Support in the development and implementation of strategies to enhance financial literacy and inclusion among target communities.
  • 3.Data Analysis and Reporting :

  • Analyze data related to banking and insurance  transactions, customer demographics, and project outcomes to derive actionable insights.
  • Prepare comprehensive reports and dashboards to track project performance and impact.
  • Provide recommendations based on data-driven insights to optimize operational efficiency and effectiveness.
  • 4.Training and Capacity Building :

  • Conduct training sessions for bank staff, subordinates  and BC agents ,POS on insurance product & financial products, services, and operational processes.
  • Support in the development of training modules and materials tailored to the needs of different stakeholders.
  • Qualifications :

  • Chartered Accountant (CA) certification is mandatory.
  • 0-1years of experience in a similar role or within the financial services sector (freshers are encouraged to apply).

  • Strong understanding of financial products, insurance product , banking operations, and regulatory frameworks.
  • Excellent communication, interpersonal, and negotiation skills.
  • Proven ability to manage multiple stakeholders and prioritize tasks effectively.
  • Proficiency in MS Office Suite (Word, Excel, PowerPoint) and data analysis tools.
  • Additional Requirements :

  • Willingness to travel as per project requirements.
  • Passion for promoting financial inclusion and empowering underserved communities.
  • Ability to work independently and as part of fast growing industrial environment.
  • How to Apply : Interested candidates should submit their resume at or .

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    Project Coordinator • Indore, Madhya Pradesh, India

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