29 Job openings found

Context & Role: The jobholder will have the responsibility of cash management, MIS, taking care of audit requirements, accurate and timely submission of IRDA reports, and strict adherence to IRDA regulations, Investment compliance and Investment system management (Credence). Key Responsibilities  Portfolio oversight in terms of risk capacity and compliance including quarterly ...

Key Roles & Responsibilities Primary Role Description: Compliance Manager is responsible for driving compliance culture and ensuring checks and controls for regulatory requirements. Key Roles & Responsibilities: ·       To identify new laws and regulations applicable to the Company and achieve its implementation across functions. ·       To review health insurance products and related documents such as ...

Legal and Regulatory Compliance: Ensuring compliance with applicable laws, regulations, and guidelines set forth by IRDAI. This includes staying updated on IRDAI regulations, circulars, guidelines, and notifications. Regulatory Drafts and Comments: Reviewing regulatory drafts and providing comments or feedback to the regulatory body. This may involve analyzing proposed changes and their impact on ...

Agency Manager – Agency Sales KEY RESPONSIBILITIES To recruit team of Insurance Advisors as per the corporate strategy To ensure and maintain levels of productivity as prescribed To focus on and develop various business segments as per the sales strategy To train Insurance Agents with the help of training team To uphold the brand image and ensure ...

Job Purpose:Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.Job Responsibilities: Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial ...

Key Accountabilities: *The position would be independently in charge of Secretarial, Corporate Legal and Compliance Function, responsible to protect the company's reputation and compliance risk. Drafting, reviewing, negotiating and settling legal and transactional documents & agreements; Preparing Contracts / Agreements. Preparing Manuals / Policy Documents as may be required. Coordinate ...

Interpreting & implementation of regulatory circulars issued by RBI, PMLA, SEBI,IRDA etc. Liaisoning with stakeholders like Compliance / Risk / Product / Legal / OPS etc. to gather information. Identification and Review of existing processes for revision / updation. Providing tailor made solution to Branches for specific business requirements. Provide assistance to product / ...

Job HighlightsExperience: 5-7 YearsLocation: Bopal AhmedabadSalary: Best in IndustryIndustry Type: Insurance/Financial ServicesFunctional Area: OperationsRole/designation: Vertical Head Operations Job Description:• Responsible for monitoring the document flow and assessing that the relevant chequesare carried out at minute level as per defined process• Tactfully assigning the documents to the team as per the team ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & ...

Job Title: Financial Service Associate – Financial Services Location: Bhavnagar Experience: 0.6 - 2 years in sales (insurance) Salary: As per industry standards Job Responsibilities: Achieve business targets for financial products. Meet and counsel customers referred by HDFC Limited. Influence customers to buy Fixed Deposits and other products. Profile customers to recommend suitable investment and insurance options. Complete sales processes ...