Job Responsibilities

• Formulate business strategy with others in the execution team
• Design operational processes and policies that align with the overall strategy of the company.
• Implement efficient process and standards and assess and implement technology and automation for smooth and effective functioning of the operation’s team
• Should develop robust customer service and operational process to ensure customer satisfaction and retention
• Ensure regulatory compliance
• Establish relations with Distributor/Partners & Directors for smooth functioning of the business.
• Oversee expenses and budgeting of the organization to optimize cost and benefits
• Mentor and motivate teams to achieve productivity and engagement
• Report on operational performance and suggest improvements
• Improve operational system, processes and policies (specifically for better management reporting, information
  flow, business process & organizational planning)
• Designing internal and external customer satisfaction with the help of technology.
• Co-ordinating with all departments related to their needs and requirement
• Ensuring maximum productivity with optimum cost.
• Designing the TAT for operation, customer services related activities and ensure close monitoring and delivering within TAT.

Requirements

Experience:

• 12 to 15 years of experience in the operational department of any financial company.
• Minimum 3-5 years of experience as head of operations in any financial company (Insurance, AMC) or any financial broking firm.

Qualification: 

• BSc/BCOM, finance or relevant field
• MBA or relevant certification (e.g., CFA/CFP) is a plus

Skills:

• Proven experience as Head of Operation
• Experience in implementing IT systems, process automation
• Knowledge of data analytics and reporting
• Experience in implementing IT system pertaining operations
• Outstanding communication and negotiation skills
• Excellent organizational and leadership ability
• Outstanding written and verbal communication
• Problem solving attitude

CTC:

As Per Experience & Industry Standards

Job Responsibilities

• Formulate business strategy with others in the execution team
• Design customer care operational process and policies that align with overall strategy
• Implement efficient process and standards for smooth and effective functioning of customer care team.
• Should develop robust customer service and process to ensure customer satisfaction and retention

• Interact with clients and build relationship with them while ensuring their needs are being meet
• Oversee a team of customer care executives and ensure they are providing an exceptional client experience
• Develop and oversee the implementation of client service protocols
• Resolve complex client problems or disputes in a professional manner
• Support and train team members to enable them to meet departmental goals
• Maintain records of client interactions for training purposes
• Respond to customer service issues in a timely manner

Requirements

Experience:

• 6-8 years of experience as customer service team leader in any financial firm

Qualification:

• Graduate/Post Graduate with knowledge of financial markets, stock trading, securities firm, insurance etc.

Skills:

• Humble and soft spoken.
• Proven experience in a leadership role is required.
• Excellent communication skills and the ability to anticipate the needs of the customers.
• Possess superior organizational and time management skills.
• Innovative, creative thinking skills to ensure the organization is providing a cutting-edge client experience.
• Should possess strong problem solving skills and ability to make sound judgement calls.

CTC:

As Per Experience & Industry Standards

Job Responsibilities

• Looking out all the aspects of Business Development and Revenue Growth, implementation of strategies & policies related to business
• Develop and maintain sustained relationship with all the stakeholders and customers
• Dealing with customer complaints and issues at utmost priority
• Finding out and eliminate the risk factors affecting business currently or in future
• License initiatives and approval related to overall business ,products and services
• Regularly analysing business growth and keep check of underperforming products, services and human assets
• Identify areas of improvement , new product innovation , new business opportunities, competitive market positioning,
• Setting Revenue targets, making sure to achievement of the same by continuously analysing revenue data , employee performance and client satisfaction
• Observing investors opportunity , offering and negotiating in business deals

Requirements

• Strong business acumen and management skills
• Updated with market trends
• Tendency to seek new opportunity, meet & exceed targets
• Self-driven and highly motivated
• Strong analysis on data interpretation and sales figures
• Ability to handle work pressure and multitasking
• Expertise in negotiating and deal closing
• Soft spoken and empathetic
• Building and developing relationship skills

Experience Required:

• 8 to 10 years of experience of related field in any Financial Services Industry
• Having experience of handling large team or guided Team managers

Qualification:

• MBA in marketing or any equivalent degree

CTC:

• As per the Industry Standards

Apply your knowledge in real-world financial modeling, analysis and reporting along with Opportunities in area of Business Development, HR, Customer Service and Financial Goal planning and execution with our experienced wealth advisory team. Our growth-oriented company is dedicated to providing you with valuable learning opportunities as you share your ideas and creativity with the team.

Finance Intern Duties and Responsibilities

• Assist with financial modeling
• Provide general accounting support
• Help with accounts receivable management
• Provide support for annual budgeting process
• Assist with statistical analysis and other special projects
• Present data-driven recommendations to the finance team
• Operations interns will handle Operation related transaction for multi asset class
• Customer service interns will handle day to day issues pertaining to customer services
• HR interns will handled recruitment, on boarding, payroll, performance management system etc
• Business development inter will handle channel partner relationship and coordination along with how to explore opportunities in new market

Requirements

• MBA/ Graduate in Finance, CFP, Insurance & Banking, HR, business development
• Strong verbal and written communication skills
• Highly motivated with a desire to learn
• Proficient in Microsoft Excel and Power Point

Benefits

• Shadowing, mentoring, and training opportunities with our experienced team of finance, HR, BD professionals
• Hands-on application of finance principles in a fast-paced work environment
• Opportunity to attend weekly meetings and occasional networking events
• Compensation available
  
  

Basis the performance of the interns they can be absorbed in company post compilations of their internship