Assistant Manager - Client Retention & Placements
at A Financial Services Company
About Company
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Roles & responsibilities:
• Key connect with Insurance Companies to procure competitive pricing and terms
• Timely and compliant placements of all lines of General Insurance Products
• Assisting the sales team to close business
• Client onboarding, retention & renewals, and servicing requirements
• Assisting onboard clients for all their new / renewal requirements
• Keeping customers updated on the latest products to increase sales.
• Preparing RFQ’s for all General Insurance requirements
• Retention – Manage servicing team for renewal retention; visiting clients for managing relationships; retention of existing policies/clients
Requirements:
Technical Skills:
• MS Office – Word, Excel, PowerPoint, and Outlook.
Education, experience & skills required:
• Graduate / MBA or relevant degree. Insurance degree would be an added advantage.
• Knowledge of insurance / General Insurance domain preferred.
• 2 to 4 years of experience in Insurance Broking / Placement & Retention.
• Excellent interpersonal and communication skills
• Proficient in all Microsoft Applications
• Superior product knowledge
• A team player with leadership skills
• Maintain a positive attitude focused on customer satisfaction.

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📚 Education & Skill Requirements
• Familiar with Excel, PDF editing, and scanning
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• Good discipline in documentation and communication (English or Hindi)
________________________________________
🔧 Key Responsibilities
📑 Billing Support & Documentation
1. Assist in collecting data and log sheets from internal teams
2. Help prepare basic RA/proforma invoices as per format
3. Print, scan, and file billing copies (soft & hard copy)
4. Courier or hand over bills via office boys for submission
📋 Log sheet & Record Keeping
1. Update and maintain log sheet records in Excel
2. Help prepare deduction templates for operator and breakdown
3. Assist in preparing billing compliance folders and GRNs
🧾 Cheque Coordination & Deposit
1. Collect cheques from admin team or site
2. Ensure timely deposit in bank or handover to accounts team
3. Maintain daily tracker of cheque pickup/deposit
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About Flipr & FCAT
Flipr is a fast-growing platform focused on bridging the gap between student capabilities and industry expectations. Our flagship product, FCAT (Flipr Career Assessment Test), is designed to streamline hiring by assessing candidates through structured evaluations including aptitude, coding, and behavioral analysis.
Role Overview
We are looking for a highly motivated and enthusiastic Business Development Intern to support the expansion of the FCAT platform across colleges and institutions. This role involves outreach, relationship building, and execution support for internship drives and assessments.
Key Responsibilities
- Identify and connect with colleges, universities, and training institutions for conducting FCAT-driven internship and placement drives
- Assist in lead generation through various channels (LinkedIn, email campaigns, cold outreach, etc.)
- Coordinate with institutional stakeholders (TPOs, placement cells, faculty) for scheduling drives
- Support in pitching FCAT and explaining its value proposition to potential partners
- Maintain and update CRM/database with lead and client information
- Assist in planning and executing campus drives and assessments
- Collaborate with internal teams (operations, product, marketing) to ensure smooth execution
- Track and report outreach performance and conversions
Required Skills & Qualifications
- Strong communication and interpersonal skills
- Proactive attitude with a willingness to learn and take ownership
- Basic understanding of sales/business development processes
- Ability to manage multiple tasks and meet deadlines
- Familiarity with tools like Google Sheets, MS Excel, and LinkedIn is a plus
Who Should Apply
- Students or recent graduates from any discipline (preferably Business, Management, or related fields)
- Individuals interested in sales, partnerships, and startup ecosystems
- Candidates who are self-driven and comfortable with outreach and communication
What You Will Gain
- Hands-on experience in business development and B2B outreach
- Exposure to the ed-tech and hiring ecosystem
- Opportunity to work closely with a fast-paced startup team
- Certificate of Internship and Letter of Recommendation (based on performance)
- Potential full-time opportunity based on performance
As the Implementation Lead/Manager, you will be at the forefront of ensuring a seamless onboarding experience for our clients. You will play a critical role in understanding client needs, managing project timelines, and collaborating with cross-functional teams to deliver a high-quality onboarding experience.
Key Responsibilities:
- Client Onboarding:
Lead end-to-end implementation projects, ensuring a smooth transition from the sales phase to successful system deployment.
Collaborate with sales and account management teams to understand client requirements and expectations.
- Project Planning:
Develop and execute detailed project plans, outlining tasks, milestones, and deliverables. Define project scope, objectives, and success criteria in collaboration with clients.
- Stakeholder Collaboration:
Work closely with internal teams, including product development, support, and training, to ensure coordinated efforts in meeting client needs. Serve as the primary point of contact for clients during the implementation phase.
- Configuration and Customization:
Oversee the configuration of HR Tech SAAS solutions to meet client-specific requirements. Coordinate with the technical team to ensure proper customization and integration of the system.
- Training and Support:
Conduct training sessions for client teams to ensure effective utilization of the HR Tech SAAS products. Provide ongoing support during and after the implementation phase to address client inquiries and issues.
- Quality Assurance:
Implement quality assurance processes to verify that the configured solutions meet client expectations. Conduct thorough testing and validation of system functionalities.
- Communication:
Maintain clear and regular communication with clients, updating them on project progress, timelines, and any potential challenges. Manage expectations and address concerns promptly to ensure a positive client experience.
- Documentation:
Create and maintain comprehensive documentation related to the implementation process, configurations, and client-specific details.
Develop user manuals and guides as needed.
- Post-Implementation Review:
Conduct post-implementation reviews to gather feedback, assess project success, and identify areas for improvement. Collaborate with product development teams to relay client feedback for future enhancements.
You are a desired candidate if you have:
- Proven experience in leading successful implementations of HR Tech SAAS solutions.
- Strong project management skills with the ability to manage multiple client implementations simultaneously.
- In-depth understanding of HR processes and workflows.
- Technical acumen, including familiarity with system configurations and integrations.
- Excellent communication and interpersonal skills, with the ability to build strong client relationships.
- Problem-solving mindset and the ability to navigate complex client requirements.
- Knowledge of quality assurance processes and testing methodologies.
- Training experience, including the development and delivery of training programs.
- Detail-oriented with a focus on delivering high-quality solutions on time.
- BS in CS or EE or equivalent
- Experience working on large scale systems in rapid growth environments
- Experience with public cloud offerings (AWS, GCP, Azure)
- Solid programming skills; preferred experience in Java, and/or Python
- Experience with modern web frameworks, advanced algorithms/data intelligence, public
- cloud platforms and streaming data pipelines
- Familiarity with containerization, microservices architecture, continuous integration, and delivery
- 5+ years’ experience preferred
Job Description
- Be a champion for technical solutions on the Microsoft platform with a keen understanding of Dynamics NAV/BC development practices, and a good knowledge of other development techniques. Should have done upgrades from previous versions and data migration from various legacy applications.
- Provide capability to develop sector-specific templates to enhance the out of the box Dynamics NAV/BC functionality, giving a unique selling point and also a resaleable asset.
- Work closely with the architecture team to design and develop our most complex customer needs, providing development only where these requirements cannot be met through configuration. Creating high quality and sustainable client solutions and project documentation.
- Meet and exceed customer expectations of business knowledge, skills and behavior. Identify business/project risk and mitigate or communicate as necessary.
- Participate in pre-sales activities as requested.
- Support practice development activities such as defining and configuring industry-specific templates.
Responsibilities:
- Be a champion for technical solutions on the Microsoft platform with a keen understanding of Dynamics NAV/BC development practices, and a good knowledge of other development techniques.
- Work closely with the architecture team to design and develop our most complex customer needs, providing development only where these requirements cannot be met through configuration.
- Provide capability to develop sector-specific templates to enhance the out of the box Dynamics NAV/BC functionality, giving a unique selling point and also a resaleable asset.
- Support practice development activities such as defining and configuring industry-specific templates.
- Participate in Pre-sales activities as and when required.
Technical Skills:
Primary Skills Required(Dynamics NAV/BC)
- Extensive experience with Dynamics NAV/BC up to the latest versions
- Broad Dynamics NAV/BC module understanding covering all core modules and additional add-on solutions
- Direct experience in consultancy and solution architecture within a Microsoft Gold Partner environment
- Track record of Dynamics NAV/BC implementation experience either as a team member or team leader.
- Knowledge of NAV/BC implementation and end to end implementation
- Experience with NAV/BC interfacing and integration. Experience in gathering technical requirement. upgrades and migration knowledge is important
- Beneficial to know Agile and Sure Step methodologies
- Experience in other technologies such as D365, SQL, Power BI, SSAS, SharePoint along with knowledge of Azure and .Net;
- Strong verbal and written communication skills, along with well-developed interpersonal skills and an ability to relate to clients and colleagues
Secondary Skills:
- Knowledge of SQL Server, MS Azure, Power BI, SSRS.(Required)
- Good to have someone with Auto domain expertise. Should have very good experience in client handling
Soft Skills Required:
Strong personal organization and time management skills
Responsibilities
- Employ user-centered design practices to deliver extraordinary interactive game experiences
- Research the latest practices & industry standards from the Top notch games to create world-class immersive experience for players
- Evaluate designs quickly and craft creative high quality work
- Excellent understanding of visual design principles, style guidelines, design processes, and creative workflow
- Develop UI, graphic design, and interaction specifications/guidelines
- Ability to take on design problems independently, present and sell design concepts
- Finding creative ways to solve UX problems.
- Interface, and collaborate with key stakeholders to ensure the user experience reflects player needs and consistency.
Required Skills
- 3-5 years experience in UX Design.
- Expert-level skills in Adobe Photoshop and industry-standard prototyping tools such as Adobe XD, and Figma.
- Experience in mobile interface design
- Strong portfolio of design projects.
- Hands-on experience or knowledge of Unity 3D and motion design is a plus.
- Excellent written and verbal communication
- Real passion for gaming
- Bachelor’s degree in graphic arts, interaction design, or equivalent industry experience in the design field.
Ready to work without a handbook, with a love for doing what’s never been done before!
Skills- Informatica with Big Data Management
1.Minimum 6 to 8 years of experience in informatica BDM development
2.Experience working on Spark/SQL
3.Develops informtica mapping/Sql
- 5+ years of testing experience, preferably in a product organization
- Strong knowledge of SQL and ETL Testing
- Extensive experience in ETL/ Data warehouse backend testing and BI Intelligence reports testing
- Hands-on back-end testing skills and strong RDBMS and testing methodologies.
- Expertise in test management tools and defect tracking tools i.e HP Quality Center, Jira
- Proficient experience of working on SDLC & Agile Methodology
- Excellent Knowledge of Database Systems Vertica /Oracle/ Teradata
- Knowledge in security testing will be an added advantage.
- Experience in Business Intelligence testing in various reports Using Tableau
- Strong comprehension, analytical, and problem solving skills
- Good interpersonal and communication skills, quick learner, and good troubleshooting capabilities.
- Good knowledge of Python Scripting.
- Working knowledge of AWS
Strong communication skills to put forward their point of view in various connects - Strong SQL skills- Ability to write and interpret complex SQL queries - Comfortable in any programming language to help us with our QA automation solution development, preferably Python - Hands-on experience in identifying issues in the complex ETL data processing - Proficient in identifying issues in BI Reporting - Possess adequate logical ability to understand real-world data processing problems and be able to contribute in suggesting solutions
Who We Are
We build innovative technology everyday!
Crediwatch is a ‘Data Insights-as-a-service’ company that provides lenders, businesses with actionable credit intelligence on private entities they need to improve trust and increase their lending and trading activity. Crediwatch is in the business of extracting valuable insights by applying artificial intelligence and deep learning and delivering them to chief decision makers. We believe in zero human touch and building systems to augment human intelligence. We do this by deploying the latest practical AI and technology tools that provide the most reliable comprehensive real time inputs.
Each day at Crediwatch is about striving for transparent insights, analysis and accurate results. If this aligns with your interests and aspirations, we have interesting positions for you.
For more information, please visit www.crediwatch.com
The Role Expectation
We are seeking a Technical Project Manager who is passionate about building technology that solves Credit problems and creating experiences that are elegant and effective. You will own, drive and create world-class user experiences throughout the lifecycle. You will serve as a product owner within an agile, cross-functional team of operations and engineers to work on the most impactful features. You are user-centric, continuously demonstrate strategic & analytical abilities, and are laser focused on executing at speed. In this role, you will partner with diverse cross-functional teams to lead, execute, monitor, and deliver results. You must have the ability to succeed in a fast-paced environment, where success is dependent on your ability to collaborate with cross-functional partners in a positive, productive, and transparent way.
Responsibilities
- Understand CW'S strategic position to deliver features
- Drive product development to build end to end solutions with a team of engineers and designers.
- Serve as a product owner and work with the Product managers to write user stories, prioritize the product backlog, and work closely with engineers to deliver a good product
- Work with UX to analyze current user experiences to define friction points and create seamless and effortless experiences
- Develop a product roadmap and work with cross-functional teams (business, operations, development, UX, analytics) to execute on the roadmap
- Track the task and utilization of the engineers on the team
- Work with the Architect to ensure that a high performance and highly scalable system is engineered
- Apply analytics to evaluate launch outcomes and ongoing platform performance to help build best in class experiences.
- Ensure that best practices and standards are inculcated and ownership is properly delegated within the team
- Bring in the best Agile practices and ensure code quality and code coverage
You Have:
- Bachelor's degree in engineering preferably CS or related discipline
- 5+ of experience in SaaS based product development for the web as well as mobile devices with experience on applications using Python, React and NoSQL, SQL, Search technologies, etc.
- 3+ of technical project management driving end to end implementation from defining user stories to testing and deployment of features
- Strong ability to translate product needs to technology and understand technology.
- Detail-oriented, unfazed by technical detail, committed to flawless execution
- Ability to think out of the box to solve problems
- Ability to participate in technical discussions and help make technical trade-offs
- Excellent verbal and written communication skills; clarity of thought; Team player; ability to interface and build relations at all levels
Good to Have:
- Experience developing customer facing products, technologies and platforms
- Entrepreneurial drive and demonstrated ability to achieve stretch goals in an innovative and fast-paced environment
- Strong technical leadership, project management, analytical problem solving, and troubleshooting skills
- Ability to collaborate, build consensus, deliver, and drive technical decisions with various sized customer stakeholder groups
You Believe-in & will align with our Business Objectives
- Customer Obsession - Consistently listen to customers; test, enhance and improve the customer experience.
- Breakthrough Simplicity - An innovative approach to make everything simpler
- Diving Deep -Technique used to arrive at a solution-based approach to problem solving and idea creation
- Drive for Results - Focus on end result of any task
- Encourage and Improve - Encouraging and promoting teamwork and focus on continuous self-development at every stage.
- Be Ethical and Respectful - Willingness to do the right thing – even if it is hard; courteousness and being focused on the best in others.
You Will Enjoy
Our start-up environment - fun, casual, informal, family & pet-friendly! Ours is a highly energized playground where brilliant minds come together to make bold, impactful decisions every day! Needless to say, we have excellent filter coffee and health drinks round the clock, lunch buffets, PS4 and Foosball breaks and a stocked kitchen.
We play to win and have fun doing it! We work to engage your brain by organizing brilliant TechTalks by industry leaders and frequent high-on-energy hackathons and engage your crazy fun-side at our well-planned retreats. We are a highly eco-conscious team and we encourage and support our team’s physical & mental wellbeing.
All these and a great set of people to work with - We Are Crediwatch!
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Candidate must be familiar with the javascript tech stack
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NodeJS or ReactJS or AngularJS knowledge is desired
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SQL and NoSQL database hands-on production grade experience is desired
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Candidate should be familiar with the version control system and working in a team
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Working experience with Message Queue, Mirco service architecture, Docker containers would be a great advantage.
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Experience designing and developing complex systems that can handle variable load would be an added advantage
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Familiarity with AWS services, deploying and managing workloads would be advantageous











