Finance & Project Coordinator

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