Cutshort logo
For Employers
A Financial Services Company logo
Assistant Manager - Client Retention & Placements
A Financial Services Company
Assistant Manager - Client Retention & Placements
Merito's logo

Assistant Manager - Client Retention & Placements

at A Financial Services Company

Agency job
via Merito
2 - 4 yrs
₹4L - ₹6L / yr
Mumbai
Skills
Client Servicing
Customer Retention
Team Management
Business Development
Insurance management

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.

Read more
Users love Cutshort
Read about what our users have to say about finding their next opportunity on Cutshort.
Shubham Vishwakarma's profile image

Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
Companies hiring on Cutshort
companies logos

Similar jobs

Ampera Technologies
Faisal AshrafNomani
Posted by Faisal AshrafNomani
Remote only
5 - 15 yrs
₹15L - ₹20L / yr
PowerBI

Title                                 : Power BI and Microsoft Fabric

Experience                    : 5+ years

Location                         : Remote

Work type                      : Remote

Notice Period               : Immediate

Work Day                      : Mon to Fri

 

 

Role Overview

We are seeking an experienced Power BI & Microsoft Fabric Consultant to partner with our BI team for a short-term engagement focused on capability building, governance setup, and platform enablement.

The primary objective of this role is to upskill the team and establish a robust, scalable foundation for Power BI and Microsoft Fabric—covering security, governance, administration, and best practices—so that the team can independently manage and scale the platform post-engagement.

This is a hands-on + coaching role, not just advisory.

 

Key Responsibilities

1. Power BI & Fabric Enablement

  • Conduct structured training sessions and workshops on: 
  • Power BI (Pro + Fabric-integrated experiences) 
  • Microsoft Fabric (Lakehouse, Warehouse, Dataflows Gen2, Pipelines, etc.) 
  • Build foundational understanding of: 
  • End-to-end analytics workflows in Fabric 
  • Integration between Power BI and Fabric workloads 
  • Data Lake will be Snowflake

 

2. Governance & Security Framework



  • Design and implement Power BI & Fabric governance model, including: 
  • Workspace strategy (Dev/Test/Prod separation) 
  • Naming conventions and standards 
  • Content lifecycle management 
  • Establish security architecture
  • Role-based access control (RBAC) 
  • Row-Level Security (RLS) / Object-Level Security (OLS) 
  • Data access patterns across Fabric and Power BI 
  • Define data sharing and access control processes

 

3 Administration & Platform Setup

  • Configure and optimize: 
  • Power BI tenant settings 
  • Fabric capacity (capacity planning, workload management) 
  • Monitoring and usage metrics 
  • Set up: 
  • Deployment pipelines 
  • CI/CD best practices (where applicable) 
  • Audit logs and governance controls 


 

4. Best Practices & Standards

  • Define and document: 
  • Development standards (data modeling, DAX, report design) 
  • Performance optimization guidelines 
  • Dataset/reusable semantic model strategy 
  • Establish certification and promotion workflows for datasets and reports 


5. Hands-On Implementation

  • Work alongside the team to: 
  • Build or refactor key dashboards/reports using best practices 
  • Set up Fabric artifacts (Lakehouse/Warehouse/Pipelines) 
  • Ensure real use cases are implemented, not just theoretical training 

 

6. Knowledge Transfer & Self-Sufficiency

  • Provide: 
  • Playbooks, SOPs, and governance documentation 
  • Recorded sessions and training materials 
  • Mentor team members through: 
  • Office hours / Q&A sessions 
  • Code and architecture reviews 
  • Ensure the team can independently: 
  • Manage Fabric capacity 
  • Govern Power BI environment 
  • Implement secure and scalable solutions 

 

Expected Outcomes (End of Engagement)

  • Fully defined and implemented Power BI & Fabric governance framework
  • Configured and optimized Fabric capacity + Power BI tenant
  • Established security and access control processes
  • Documented standards, playbooks, and operating model
  • BI team capable of independent development, administration, and governance

 

Required Skills & Experience

Must-Have


  • 5+ years of experience in Power BI development and administration
  • Hands-on experience with Microsoft Fabric (end-to-end)
  • Strong expertise in: 
  • Power BI governance and tenant administration 
  • Fabric capacity management 
  • Security models (RLS, RBAC, data access controls) 
  • Experience setting up enterprise BI governance frameworks
  • Proven track record of training and mentoring teams

 

Good-to-Have

  • Experience with data platforms (Snowflake, Azure, etc.)
  • Knowledge of CI/CD for Power BI (DevOps integration)
  • Familiarity with data catalog and lineage tools (e.g., Atlan, Alation)
  • Understanding of modern architecture
Read more
Deqode
at Deqode
1 recruiter
purvisha Bhavsar
Posted by purvisha Bhavsar
Remote only
5 - 7 yrs
₹10L - ₹25L / yr
Windows Azure
Data engineering
SQL
CI/CD
databricks

Role: Senior Data Engineer (Azure)

Experience: 5+ Years

Location: Anywhere in india

Work Mode: Remote

Notice Period - Immediate joiners or Serving notice period

𝐊𝐞𝐲 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬:

  • Data processing on Azure using ADF, Streaming Analytics, Event Hubs, Azure Databricks, Data Migration Services, and Data Pipelines
  • Provisioning, configuring, and developing Azure solutions (ADB, ADF, ADW, etc.)
  • Designing and implementing scalable data models and migration strategies
  • Working on distributed big data batch or streaming pipelines (Kafka or similar)
  • Developing data integration & transformation solutions for structured and unstructured data
  • Collaborating with cross-functional teams for performance tuning and optimization
  • Monitoring data workflows and ensuring compliance with governance and quality standards
  • Driving continuous improvement through automation and DevOps practices

𝐌𝐚𝐧𝐝𝐚𝐭𝐨𝐫𝐲 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞:

  • 5–10 years of experience as a Data Engineer
  • Strong proficiency in Azure Databricks, PySpark, Python, SQL, and Azure Data Factory
  • Experience in Data Modelling, Data Migration, and Data Warehousing
  • Good understanding of database structure principles and schema design
  • Hands-on experience with MS SQL Server, Oracle, or similar RDBMS platforms
  • Experience with DevOps tools (Azure DevOps, Jenkins, Airflow, Azure Monitor) — good to have
  • Knowledge of distributed data processing and real-time streaming (Kafka/Event Hub)
  • Familiarity with visualization tools like Power BI or Tableau
  • Strong analytical, problem-solving, and debugging skills
  • Self-motivated, detail-oriented, and capable of managing priorities effectively


Read more
Pluginlive
at Pluginlive
1 recruiter
Harsha Saggi
Posted by Harsha Saggi
Bengaluru (Bangalore), Delhi, Gurugram, Noida, Ghaziabad, Faridabad, Mumbai, Pune, Hyderabad
12 - 30 yrs
₹10L - ₹60L / yr
Compliance

About the company

KPMG International Limited, commonly known as KPMG, is one of the largest professional services networks in the world, recognized as one of the "Big Four" accounting firms alongside Deloitte, PricewaterhouseCoopers (PwC), and Ernst & Young (EY). KPMG provides a comprehensive range of professional services primarily focused on three core areas: Audit and Assurance, Tax Services, and Advisory Services. Their Audit and Assurance services include financial statement audits, regulatory audits, and other assurance services. The Tax Services cover various aspects such as corporate tax, indirect tax, international tax, and transfer pricing. Meanwhile, their Advisory Services encompass management consulting, risk consulting, deal advisory, and other related services.


Form link for quicker response:https://forms.gle/HdQPqyWCirDUEgMv5


Job Description

Positions: Chief Compliance Officer (CCO)/ Money Laundering Reporting Officer (MLRO)

Education Qualification: 

  1. Degree in finance, accounting, business administration, economics, law, or criminology
  2. Certified Anti-Money Laundering Specialist (CAMS), Certified Fraud Examiner (CFE), or Certified Compliance Officer (CCO)

Experience: 12-14 years

Location:  Pan India with potential requirement to travel to the middle east

Employment Type:  contract for 6-12 months (Hybrid)

Responsibilities:

Regulatory Compliance: 

  1. Ensure adherence to QFCRA regulations and other applicable laws. Keep policies updated with regulatory changes.
  2. Compliance Program: Design and maintain the firm’s compliance program, covering operational, legal, and risk requirements.
  3. Risk Management: Conduct risk assessments and develop strategies to mitigate compliance risks.
  4. Training: Provide ongoing compliance training to staff and senior management.
  5. Reporting & Auditing: Conduct internal audits and report findings to management and regulators.
  6. Liaison: Act as the main contact with QFCRA and other regulatory bodies.
  7. Incident Management: Investigate compliance breaches and take corrective actions.
  8. Provide support for cross border activities including jurisdictions where marketing materials and funds are being distributed

Money Laundering:

  1. AML Program: Implement and manage the firm’s Anti-Money Laundering and Anti-Terrorist Financing program.
  2. KYC & Monitoring: Oversee KYC and ongoing transaction monitoring, ensuring compliance with AML rules.
  3. Suspicious Activity Reporting: Identify and report suspicious transactions 
  4. Staff Training: Ensure regular AML/CTF training for employees.
  5. Regulatory Liaison: Communicate with QFCRA on all AML/CTF-related matters.
  6. Audit & Testing: Conduct regular AML compliance audits and implement corrective measures where necessary.


Read more
Paygeek Soft Solutions Pvt Ltd
at Paygeek Soft Solutions Pvt Ltd
2 candid answers
1 recruiter
Tania Fatema
Posted by Tania Fatema
Kolkata
1 - 5 yrs
₹1.8L - ₹3L / yr
International sales
international calling
outbound sales
US energy sales
sales process
+1 more

EXCELLENT OPENING FOR USA ENERGY SALES PROCESS (INBOUND & OUTBOUND) - PayGeek is hiring for its captive process (www.letuscompare.net) in New Town, Kolkata for the USA Energy Sales Process (Inbound / Outbound Telesales) and offers you the opportunity to come and join Immediate with the below benefits:


As an International Sales Executive in our company, your primary responsibility is to drive sales and revenue generation for the company by engaging with potential customers from the US. You will be responsible for handling inbound sales calls, building relationships


Note Opportunity Type: Work From Office (Please don't apply if you are looking for a work from home option, but we do provide pickup & drop)


Desired Candidate Profile

* Should have convincing Capabilities and selling skills.

* Excellent English Communication Skills.

* Basic Computer Knowledge.

* Qualification No Bar.

* Min 1 year experience in Outbound Sales Process. (Tech Support experience not counted) .



Perks and Benefits


* Fixed Shift with Fixed Week OFF (Sunday & Saturday)

* Office timings- (7:30 PM- 5:00 AM)

* Salary on Time (1st of every month).

* No Salary Deduction for Target

* Monthly Performance Bonus.

* Uncapped Incentives & Commissions.

* Referral Bonus.

* Pickup & Drop or Transport Allowance Provided.

* No Salary Deduction for Target

* Monthly Performance Bonus.


To apply call HR Team -


JOB DETAILS

Job Title: Call Associate Executive required For US Energy Sales Process | Night Shift

Company: Paygeek Soft Solutions ( DWC Technologies )


PayGeek is hiring for its captive process (www.letuscompare.net) in New Town, Kolkata for the USA Energy Sales Process (Inbound / Outbound Telesales) and offers you the opportunity to come and join Immediate with the below benefits:


Opportunity Type: Work From Office (Please don't apply if you are looking for a work from home option, but we do provide pickup & drop)


Salary Range: ₹15,000.00 - ₹28,000.00 per month



For any query please call HR Team -Tania Fatema-

( call & whatsapp )


Office location Address :

Mani Casadona, 10th Floor, Office # 08 Plot #2 F/4, Action Area, Action Area 1D, #2 F, Newtown, Kolkata, West Bengal 700156 .

Read more
Digital Marketing & Creative Agency
Digital Marketing & Creative Agency
Agency job
via Merito by Sana Patel
Pune
2 - 5 yrs
₹5L - ₹7L / yr
Search Engine Marketing (SEM)
Facebook Marketing
skill iconGoogle Analytics
SEMRush
PPC
+5 more

Roles & Responsibilities :-


1. Create and optimize digital campaigns on Google Ads & Facebook

2. Prepare and setup Campaign proposals on Google Ads & Facebook platform (such as Search, Display & Remarketing)

3. Measures and reports performance of all digital marketing campaigns and assesses against goals (ROI and KPIs)

4. Positive & Negative Keywords Research & Analysis Quality Score PPC Bid Management, A/B testing of ads & landing pages

5. New Strategies & Recommendations (such as Ad Extensions, Custom audience, dynamic campaigns & dynamic re-marketing etc)

6. Brainstorms new and creative growth strategies through digital marketing

7. Measure and report performance of all marketing campaigns, and assess against goals

8. Identifying new business leads and contributing to the expansion of business activities

9. Preparing campaign budgets and work schedules, as well as setting project deadlines

10. Developing link building strategies.

11. Analyzing keywords and SEO techniques used by competitors.

12. Should play a major role in enhancing brand awareness within the digital space as well as driving website traffic and acquiring leads/customers


Skills Required :-


1.At least 2 years of exp in the advertising industry.

2. leading and managing SEO/SEM

3. Experience in optimizing landing pages and user funnels

4. Experience with A/B and multivariate experiments & In-depth knowledge of Google Ads and Facebook Paid Ads

5. Solid knowledge of website and marketing analytics tools (e.g., Google Analytics, SEMRush, etc.)

6. Experience in setting up and optimizing PPC campaigns on all major search engines

7. Knowledge about LinkedIn Marketing

8. Proficiency in campaign management software, such as HubSpot Marketing

9. Extensive experience in client relationship management

Read more
Star Systems India
at Star Systems India
1 recruiter
Sheeba Balakrishnan
Posted by Sheeba Balakrishnan
Chennai
2 - 5 yrs
₹3L - ₹8L / yr
skill iconPHP
MySQL
skill iconLaravel
skill iconCodeIgniter
Symfony
+2 more
  1. 3+ years of in design development using Angular, HTML, CSS, Javascript, PHP.
  2. In-depth knowledge of JavaScript, CSS3, HTML5, Bootstrap, jQuery, REST Services & APIs.
  3. Experience with test-driven development and testing frameworks/libraries.
  4. Working knowledge of Git version control systems.
  5. Must have a notice period of less than 30 days.
Read more
Alphasource Technology PvtLtd
Chanda Kumari
Posted by Chanda Kumari
Bengaluru (Bangalore)
5 - 8 yrs
₹10L - ₹12L / yr
skill icon.NET
skill iconJava
Software Development
skill iconHTML/CSS
System integration
+2 more

Company Name: - Alphasource Technology Pvt.Ltd 

Founded in 2020, We are here to provide the best for all our customers, serving you with the best end to end data & analytics services needed for any kind of software platform. We offer you easy and accessable solutions, we create, consult as well as promote your business. Our team is packed with well experienced technical support and outsourcing developers. 

Role- IT Software Architect 

Responsibilities 

  • Collaborating with other professionals to determine functional and non-functional requirements for new software or applications. 
  • Developing high-level product specifications with attention to system integration and feasibility. 
  • Communicate successfully all concepts and guidelines to development team and continually researching best practices in coding. 
  • Ensure software meets all requirements of quality, security, modifiability, extensibility etc. 

Requirements 

  • Proven experience as software architect. 
  • Experience in software development and coding in various languages (C#, .NET, Java etc.). 
  • Excellent knowledge of software and application design and architecture. 
  • Familiarity with HTML/CSS, JavaScript and UI/UX design. 
  • Understanding of software quality assurance principles. 

 

Qualifications 

Bachelor's degree in Computer Science or relevant field 

Experience: 5 Years 

Work Location: Bangalore 

 

 

Read more
Gale Creative Agency
at Gale Creative Agency
1 recruiter
GALE Creative
Posted by GALE Creative
Kanpur
6 - 9 yrs
₹12L - ₹15L / yr
skill iconReact.js
skill iconJavascript
skill iconHTML/CSS
skill iconVue.js
skill iconReact Native
+1 more
GALE is a business agency that helps brands solve complex challenges through our integrated consultancy and agency offering. Headquartered in New York with offices in Toronto and Bangalore, our teams are connected by a set of core values that inform everything we do, from how we hire to how we work together: values like Everyone Matters, No Silos, and Masters of Our Craft. If you’re driven by a passion to build something great, a desire to innovate, and a commitment to achieve excellence in your craft, GALE is a great place for you. As a Sr Front End Developer you are both technical and creative. You are the glue that holds the design and the technology together by bringing to life the killer creative and experiences that we design. You create pixel perfect, reusable, extensible, flexible, high-performing front-end experiences that integrate seamlessly with back-end code. You are passionate about coding in ReactJS, HTML5, CSS3 and JavaScript … especially JavaScript frameworks and UI Libraries. You have experience working with one or more of these modern frameworks and libraries like VueJS, ReactJS and Angular you know the landscape changes in lightning speed so you constantly keep yourself up-to-date experimenting with new frameworks. Who you are: Post-secondary education in Computer Science or equivalent In-depth understanding of asynchronous code, call backs, and promises Strong experience using front-end frameworks (React.js, React Native, Redux, HTML5, CSS3, JavaScript, Node etc.) Familiarity with the MVC pattern Some Knowledge of web standards, SEO and accessibility Asset if you have experience integrating front-end code with backend services (web services, RESTful services, JSON, XML, web sockets) Knowledge of responsive design methodologies Knowledge of CSS pre-processors like LESS or SASS is an asset JavaScript unit testing frameworks like Jasmine is an asset Ability to articulate and explain details around web development basics like browser security issues, iframe to iframe communication, https requests, CORS What you will be doing: Design and develop front-end and mobile applications using React.js and React Native Develop front-end code that adheres to architectural guidelines (secure, high-performing, scalable, extensible, flexible, simple) Understand business requirements and turn them into technical designs Understand style guides and turn them into front-end code- Understand information architecture and visual designs and turn them into front end code Understand backend interfaces and develop front-end code that integrates with those interfaces- Execute in a test driven development environment, writing unit tests and building code to pass unit tests Execute in an agile environment using industry standard tools and delivering weekly code releases- Understand cross browser, cross platform development issues and solutions Estimate for design and development effort
Read more
TargetBay
at TargetBay
3 recruiters
Sreoshi Bose
Posted by Sreoshi Bose
Chennai, Coimbatore
1 - 5 yrs
₹2L - ₹9L / yr
skill iconReact.js
skill iconJavascript

Job Description

We are looking for a great JavaScript developer who is proficient with React.js. Your primary focus will be on developing user interface components and implementing them following well-known React.js workflows. You will ensure that these components and the overall application are robust and easy to maintain. You will coordinate with the rest of the team working on different layers of the infrastructure. Therefore, a commitment to collaborative problem solving, sophisticated design, and quality product is important.

Responsibilities

  • Developing new user-facing features using React.js
  • Building reusable components and front-end libraries for future use
  • Translating designs and wireframes into high quality code
  • Optimizing components for maximum performance across a vast array of web-capable devices and browsers
  • SAAS Experience is a plus

Skills

  • Strong proficiency in JavaScript, including DOM manipulation and the JavaScript object model
  • Thorough understanding of React.js and its core principles
  • Experience with popular React.js workflows (such as Flux or Redux)
  • Familiarity with newer specifications of EcmaScript
  • Experience with data structure libraries (e.g., Immutable.js)
  • Knowledge of isomorphic React is a plus
  • Familiarity with RESTful APIs
  • Knowledge of modern authorization mechanisms, such as JSON Web Token
  • Familiarity with modern front-end build pipelines and tools
  • Experience with common front-end development tools such as Babel, Webpack, NPM, etc.
  • Ability to understand business requirements and translate them into technical requirements
  • A knack for benchmarking and optimization
  • Familiarity with code versioning tools (such as Git)

 

Read more
Saggezza
at Saggezza
1 video
5 recruiters
Santosh Prajapati
Posted by Santosh Prajapati
Bengaluru (Bangalore)
2 - 6 yrs
₹4L - ₹10L / yr
skill iconJava
Data Structures
Algorithms
- 2 to 6 years of application development experience in Core Java Programming.- Experience with Data Structures and Algorithms, Collections, Design Patterns, Multi-Threading, Concurrency and System Design is desirable.- Very strong programming skills - Should be able to write optimized, modular code.- Solid Agile Programming methodologies and general software development best practices.- Ability to work independently and proactive.- Excellent interpersonal skills to effectively interact with departmental clients and work effectively with all levels of management.
Read more
Why apply to jobs via Cutshort
people_solving_puzzle
Personalized job matches
Stop wasting time. Get matched with jobs that meet your skills, aspirations and preferences.
people_verifying_people
Verified hiring teams
See actual hiring teams, find common social connections or connect with them directly.
ai_chip
Move faster with AI
We use AI to get you faster responses, recommendations and unmatched user experience.
Did not find a job you were looking for?
icon
Search for relevant jobs from 10000+ companies such as Google, Amazon & Uber actively hiring on Cutshort.
companies logo
companies logo
companies logo
companies logo
companies logo
Get to hear about interesting companies hiring right now
Company logo
Company logo
Company logo
Company logo
Company logo
Linkedin iconFollow Cutshort
Users love Cutshort
Read about what our users have to say about finding their next opportunity on Cutshort.
Shubham Vishwakarma's profile image

Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
Companies hiring on Cutshort
companies logos