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To sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that are received from the channel, apart from sourcing business

Roles Responsibilities

• Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
• Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
• Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance.
• Rigorous and timely follow - up on all prospects that are in work in progress stage.
• Update prospect information and track performance on lead management system (LMS) / VYMO
• Ensure that all procedural requirement for policy issuance is complete and correct.
• Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.

This is not a Job . This is a business opportunity with Bajaj Allianz to work as a Financial Services Consultant. This is a Work From Home opportunity. This is not a typical job with fixed salary to start with. However, depending performance there will be opportunity to get the benefits of both the Business and typical employment. The Financial Services Consultant will be responsible for providing financial advice and assistance to clients, analysing their financial situation, and recommending suitable Life Insurance Products and services. The consultant will also assist clients with financial planning, budgeting, and investment strategies. Consultant will aso have the responsibility of recruiting hius/her team to qualify for promotion.

Minimum age: 40 Years. This opportunity is best suited for retired professionals and Housewives who can work from home.

Bajaj Allianz will conduct 30-45 minutes Zoom call to explain the opportunity. If interested and wish to join the Zoom call, please respond with following information.

1.   Name:

2.   DOB:

3.   Mobile No.:

4.   PAN Number:

5.   Current Location: 

Role: Financial Services Associate

Location: Goregaon, Mumbai

JD:

1. Bachelors degree, or equivalent, in Accounting, Finance, or related business field
2. A minimum of three to five years of investment accounting experience
3. Prior experience in private equity/real estate or private equity/real estate fund of funds investment accounting is preferred but not required. Knowledge of hedge fund accounting and/or derivatives, or experience with Investran, is a plus.
4. Strong organizational and analytical skills, ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner
5. Demonstrate ability to work effectively in a team-oriented environment and flexible to adapt to changing needs and requirements
6. Investor Service, Mutual Fund, Hedge Fund, Capital Statement.
7. Portfolio Service background.

Regards

Praveen Prabhakaran

Sr. Talent Acquisition Lead & CRM

Mobile : +91

Role: Financial Services Associate

Location: Goregaon, Mumbai

JD:

1. Bachelors degree, or equivalent, in Accounting, Finance, or related business field
2. A minimum of three to five years of investment accounting experience
3. Prior experience in private equity/real estate or private equity/real estate fund of funds investment accounting is preferred but not required. Knowledge of hedge fund accounting and/or derivatives, or experience with Investran, is a plus.
4. Strong organizational and analytical skills, ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner
5. Demonstrate ability to work effectively in a team-oriented environment and flexible to adapt to changing needs and requirements
6. Investor Service, Mutual Fund, Hedge Fund, Capital Statement.
7. Portfolio Service background.

Regards

Praveen Prabhakaran

Sr. Talent Acquisition Lead & CRM

Mobile : +91

• Conduct financial analysis, including financial statement analysis and valuation.
• Prepare client presentations, reports, and investment memorandums.
• Perform market research and industry analysis.
• Assist in the development of financial models and forecasts.
• Support senior bankers and analysts in client meetings and transactions.
• Learn and apply financial industry best practices and regulatory requirements.
• Contribute to team projects and internal initiatives.

• Bachelor's or Master's degree in Finance, Economics, Accounting, Mathematics, or a related field.
• Strong understanding of financial markets and investment principles.
• Excellent analytical, quantitative, and problem-solving skills.
• Proficiency in Microsoft Excel and financial modeling.
• Strong written and verbal communication skills.
• Ability to work effectively in a fast-paced, collaborative environment.
• High level of integrity and commitment to ethical conduct.

Responsibilities:

1. Ensure a smooth day to day accounting and payment process.

2. Supplier master creation/ amendment and Quality check

3. Review supplier aging and ensure all overdue payments are reviewed on timely basis and action is prepared to their discrepancies resolution 

4. Strict adherence for Inter-Company invoice accounting and  payment policies 

5. Follow up with department users for discrepancies resolution to ensure timely supplier invoice accounting & payments.

6. Review suppliers hold invoices and work with concerned stakeholders for their approval / resolution.

7. Oversees reports regarding cash flow; ensures correct payments are made in a timely manner.

8. Join daily MDI meetings with the internal team to assign the routine work and discussion for resolution of discrepancies.

9. Ensure all required supporting documents / approvals are in place for invoice accounting

10. Ensure SLA is met for the payment process.

11. Support Audit / Compliance related matters in regards to Accounts payable

12. Support to all departmental team members and to resolve their issues in daily operations.

13. Ensures proper maintenance, filing, and storage of records in case of audits.

14. Monthly Reports / Dashboards / MIS sharing with management on a monthly basis for invoice payment process.

15. Performs other related duties as assigned.

16. Should be flexible in working with team in other Geographical locations

1. Minimum 5 years experience in handling Invoice & payment process.

2. Prior experience working in a Shared service organization looking at countries other than India as well.

3. Excellent supervisory and analytical skills.

4. Proficient in accounting software and Microsoft Office Suite or related software.

5. Good knowledge of Foreign banks banking portal .

6. Well versed with all banking documents / compliance requirements & related matters.

7. Well versed with Monthly Close activities 

8. Good communication , presentation & interpersonal skills.

9. Task & Time Oriented.  

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or other protected status. EEOE/M/F/Vet/Disabled. All your information will be kept confidential according to EEO guidelines.