114 Job openings found

  The candidate will have to : Receiving /Uploading Proposal Forms Information data entry Insurance Quote Creations Proposal Generation Issuing Insurance Policies Booking the Premium in MIS Claim Payment Disbursement Reverse adjustment  Should have good practice on Excel and using computers  Candidate should have good communication skills in Hindi , English & Gujarati

We are looking for a proactive and result-driven Relationship Manager to drive client acquisition and retention for a range of financial products. The role requires strong networking capabilities, client advisory skills, and the ability to generate business through fieldwork, references, and cold calling. Lead Generation:Identify and onboard potential clients through cold calling, ...

Responsibilities:   Generate leads for home loans from the open market and various channels. Cultivate and maintain relationships with clients, builders, and contractors to encourage repeat business and referrals. Develop and implement sales strategies to achieve targets. Organize loan events and activities to drive lead-generation efforts. Address product queries and handle service issues promptly. Ensure the attainment ...

Managing administrative tasks: A virtual assistant can be responsible for handling a variety of administrative tasks, such as scheduling appointments, managing emails, responding to inquiries, and handling phone calls. Coordinating with healthcare providers: A VA can help healthcare providers to schedule appointments, prepare for procedures, and communicate with patients. Managing billing and ...

Role incumbent is responsible for the recruitment of POSp through various sources toensure the achievement of business targets. Train POSPs on products, the process ofSales. Manage the daily activity of POSPs to ensure a strong Pipeline Coach and guide thePOSPs to grow their business. Incumbent is responsible to maintain & enhance service ...

Job Description:Preparing various surveys and valuation reports, drafting document requirement emails, etc.Updating new intimations, survey visits, received and pending documents, report submissions, etc. in the registerFollow up with the insured for documents and within the team to ensure minimum TAT.All other relevant back-office work  Requirement:Candidates must be proficient in Word and ...

We are seeking a detail-oriented and process-driven Financial Planning Admin Assistant to support our Australian Financial Advisers and Paraplanning team. The role focuses on administrative execution, data management, client servicing, and compliance support within an ASIC-regulated financial planning environment. This is an ideal role for someone who enjoys structured work, documentation, ...

The project manager will be responsible for end-to-end execution of assigned projects in line with customer orders, ensuring adherence to project timelines, budget, quality, and HSE standards. This role entails full operational oversight of project sites, resource coordination, and client interfacing under the guidance of the Deputy General Manager and ...

Key Responsibilities:* Manage client interactions and communications effectively.* Handle mutual fund account openings, KYC processes, and other related documentation.* Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing investments.* Track internal documents, maintain data records, and follow up with respective parties.* Manage basic social media platforms for ...

Experience - Freshers / 1 or 2 years Exp. Basic Knowledge of Insurance, Mutual Funds, Stock Markets advantageous. Working Knowledge of Social Media & Microsoft Office. Job Timings :- 10:00 am to 6:00 pm Monday to Saturday. Profile - Renewal & Quote Follow Up Appointment Scheduling Claims Reminders. Liasoning with Insurance Co’s , AMC’s & Bank