1203 Job openings found

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Key Roles & Responsibilities: ·       Identify opportunities of improvement across customer services, underwriting and claims Ensure robust MIS architecture (Pre sales / Post sales) ·       Co-create operational strategy for the region in alignment with the distribution strategy ·       Prepare a plan on operations (size, scope and technology utilization) in consultation with the KAM; ...

Primary Role Description: - • Responsible to monitor the quality of investigations carried out by the investigation agencies &verification officers • To quality check the investigation reports & evidences received from field and submit withrecommendation for claim processing• Co-ordinate with field investigators and help/guide them on claim investigations Key Roles & Responsibilities: ...

Contract Management - Drafting/reviewing, vetting & negotiation of commercial agreements like Service agreements, NDA, insurance intermediary, software license, consultancy, SAAS etc, with excellent written and verbal communication skills and focus on closure ; Litigation Management - Drafting of plaints, written statement, Legal notices, and handling consumer related matters and liaisioning with ...

Job Description: As a Chartered Accountant specializing in the construction industry, you will play a pivotal role in managing the financial operations of our company. Your responsibilities will encompass a broad range of financial activities crucial to the success and sustainability of our construction projects. Your professional expertise will contribute to ...

·   To ensure closure of Customer Request for Home Loan & Home Equity received through all channels are appropriately resolved and communicated to customers by co-ordinating with internal stakeholders.  Responsibilities Core Responsibilities: o    To ensure customer requests received to all channels are closed within TAT o    To ensure all the resolution given on customer requests is meeting ...

Increasing Distribution through Coding of new Partners & increasing LA base -Pragati Promotion -SAP / CAP Creation -Partner Promotion -Handhold & Coach Distribution for Recruitment -Minimum Distribution Criteria of 8:80 Meet the budgeted business numbers -Maintain minimum Persistence of 85% -Coach & Train Agency to work Independently & Digitally -Meet the CLA numbers -Initiatives to improve Partner Income -Periodic meeting of ...

Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc Evaluate business or individual customers’ needs and financial status and propose protection plans that meet ...

We have an urgent opening for an position of Sales Executive   for a reputed  Company at Navi Mumbai (Vashi) Location. Position Overview: In this exciting role, you will be responsible for identifying and developing new leads, educating potential clients about our comprehensive suite of financial products (Mutual Funds, SIP Investment, Loans, Insurance, Account Opening and Closing, Credit Cards ...

Key Responsibilities: Manage bookings which include domestic, international flights & Rail. Provide information on products/services- Visa, forex, Health Regulations/ Insurance Handle refund and cancellation of Domestic/International air tickets. Coordinate for the issuance of tickets with proper deal codes / use of bonus miles and other rewards that clients may want to utilize. Follow communication “scripts” when ...