70 Job openings found

Understand Clients’ Investments needs Managing Mutual Funds transaction processing for clients Updating of CRM and various other systems Creating MIS, Reports, end of day reports Relationship management with fund house RMs Prepare Financial plans for clients and presenting them Meeting Targets and Client Retention goals. Answer clients’ questions, address concerns and resolve them as per SLAs Regularly review ...

Job Description Speak to the enquiries generated through online portals like TradeIndia, IndiaMart Co-ordinate with the field team to conduct site visits  Prepare Quotations as per the customer's requirements and field teams analysis  Share the quotation with the client and do regular follow up  No Sales / No targets  Involve the sales team/seniors in the closure ...

JOB DESCRIPTION- 1.       Registration of enquiry in ERP . 2.       Estimation & costing , quotation preparation . 3.       Submitting offers. 4.       Issuance of sale order. 5.       Initiation of complaints in erp 6.       Monitoring of timely execution of above in case of RMs 7.       Managing e procurement portals 8.       Dispatch (as and when required.) 9.       ...

We are seeking a detail-oriented and organized individual to assist in the processing of insurance for the motors and health department . The ideal candidate will have prior experience in an insurance back office role and possess strong document management skills. Key Responsibilities: Assist in processing insurance applications, ensuring all documentation is ...

Job Description:    We require a candidate who has the knowledge of the things mentioned below:  Conversant with ACAD and Microsoft Office.2. Experience of working with some company engaged in Turnkey Interior contractors or Interior Designers or Architects.3. Should have willingness to travel time to time as and when required.4. Experience in site ...

Work to be done :• Make Sales order , purchase order ; quotation ; performa invoice ; test certificate• Vendor form filling and submitting• Payment collection• 20 calls minimum in a day to our customers. Benefits As per company policies :• Medical insurance upto 3 lac rs all over India• Incentives• ...

We are currently seeking a reliable and professional Receptionist to join our team at a Steel Trading Company. The Receptionist will be responsible for managing the front desk operations, providing administrative support, and offering exceptional customer service to clients, suppliers, and employees within the steel trading industry. The ideal candidate ...

Roles & Responsibilities : Provides financial information to Walkin clients  Documents financial transactions by entering account information. Recommends financial actions by analyzing accounting options. Answers procedure questions by researching and interpreting Loan and Banking policy and regulations. Prepares special financial reports by collecting, analyzing, and summarizing account information and trends. Maintains customer confidence and protects operations ...

We are looking for a motivated individual to manage insurance claims, ensuring accurate documentation and timely processing. The ideal candidate will have previous experience in an insurance claims back office and a keen eye for detail. Key Responsibilities: Manage and process insurance claims, ensuring all documentation is accurate and complete. Organize and maintain ...

Key Responsibilities: Ensure compliance, accuracy, completeness of loan application to assess credit worthiness of individuals Scrutinizing KYC documents as per internal Risk policy Analyze and understand cash flows in the bank statements and credit reports case by case to determine if a loan should be approved or rejected and upholds the Credit guidelines    Key ...