What you will do:
- Processing and reviewing investor capital transaction requests and ensuring that these comply with the relevant legislation, agreements, and policies
- Ensuring transactions are processed observing the guidelines outlined in the agreements, with attention to proper procedures and deadlines
- Upholding our KYC & Compliance framework in place working closely with the Risk & Data team to ensure monitoring & portfolio performance.
- Processing wire payments and account transfer transactions through multiple banking platforms to settle payouts
- Daily reconciliations of our accounts
- Updating investor wire details, upon request, to ensure flow to available automated payment systems
- Reporting and Client Management
- Ensuring client and investor-related queries are handled
- Preparing and releasing monthly reporting.
- Preparing periodic fund activity reports for submission to relevant clients or their regulatory bodies.
- Coordinating client-specific needs between teams within the department and within the company
- Participating in project-based work
- Overseeing client deliverables and escalations, when needed
What you need to have:
- Experienced Investment / Lending Operations in the investment/hedge fund industry are favorable.
- Experience in completing & closing transactions.
- Experienced in serving demanding clients within an evolving industry, focused on adherence to global financial regulations and compliance procedures would be considered an asset.
- Willingness to work the hours necessary to meet client deliverables
About Disruptive Fintech Startup
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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.
Objective:
• To manage complete back-office operations related to insurance broking business.
• SAIBA (Insurance broking software) based transactions management.
• Business renewals and retention
Roles & Responsibilities:
• Entry / booking of new / renewal business.
• Tracking the proposal end to end from booking, issuance, endorsement, and brokerage recovery.
• Recon of broking account statements and raising of invoices with insurance companies and timely collection of commission
• Follow-up with insurance companies for brokerage recovery
• Rapport building with insurance companies.
• Follow-up with internal stakeholders for requirement closure
• Create reports and dashboards and publish to internal and external stakeholders and management on a timely basis.
• Follow-up with IT team for reporting and closure of systems bugs/ issues
• Reconciliation Management
• Data Management
Requirements:
• Graduation / Post Graduation. Insurance related qualification would be added advantage.
• 2 -3 years of relevant experience
• Strong proficiency on MS- Excel. Good working knowledge of MS Office – Word, PowerPoint, and Outlook
• Experience of working in the space of insurance broking operations
• Conversant to SAIBA software or any other insurance broking software
• Good cross functional coordination capabilities with internal stakeholders like Finance, compliance, internal audit etc.
• Excellent skills in Microsoft Excel
• Good communication skills
• Good hold on data and datacentric assignments
Communication and management of schedule with the Experts / Facilitators
Establish relationships with full-time and part-timeExperts / Facilitators across the country;
Scheduling and management of trainings with Experts / Facilitators
Establish regular feedback cycles and obtain from various stakeholders;
Operational assistance for on ground associates before and after programs
Apart from the functions listed above, the new hire may also be expected to assist with peripheral activities.
1. Establishes and implements project communication plans, providing status updates to affected staff and stakeholders.
2. Collects, analyzes, and summarizes information and trends as needed to prepare project status reports. Who we are. Headquartered in New Jersey (United States) with satellite offices in Mumbai and Pune (India), Asentech is an innovative technology. company that specializes in health and life sciences advancement of digital marketing and technology enablement at an enterprise-level and individually for brands. Asentech was established in 2007 and over time, our services portfolio has expanded to include. development of large-scale enterprise applications, proprietary technology platforms, campaign orchestration, omni-channel marketing, social media research, listing, Augmented Reality (AR), Virtual Reality (VR), marketing applications and Voice Apps (e.g., xReach.io). Our focus continues to be to form trusted and high valued partnerships with individual brand teams to help deliver differentiated. experiences to physicians, healthcare providers, patients, and caregivers with the goal to increase engagement, sales, and positive outcomes. About Asentech LLC JOB DESCRIPTION FOR THE POSITION OF CLIENT ENGAGEMENT MANAGER
3. Sets and tracks project milestones; manages and accounts for unforeseen delays, then realigns schedules and expectations as needed.
4. Seeks opportunities to upsell products and services to existing accounts.
5. Nurtures working relationships with clients throughout the project cycle.
6. Tracks client’s processes and provides prompt assistance when needed.
7. Designs and executes solutions tailored to client needs.
8. Leads and handles complex accounts.
9. Ensures compliance with company policies and follows ethical standards.
10. Manages client expectations and ensures delivery of client request
- Cultivating solid relationships with clients through the provision of exceptional service.
- Should be open to travel and explain the products of clients to relevant stakeholders
- Creating a positive onboarding experience for new clients.
- Regularly interacting with clients and their audience through telephone calls, email communications, or face-to-face meetings.
- Identifying ways to overcome clients' challenges
- Maintaining an accurate record of all existing and potential clients.
- Responding to client inquiries in a timely and professional manner.
- Training and providing overall guidance to other fellow members.
- Organizing training seminars to enable clients to engage with the stakeholders
- Should be proficient in using excel.
- Should have 1-3 years of experience
- Mediator between the clients and different departments in the organization.
Job Responsibilities-
- Be in charge of running and managing the team on a daily basis
- Set performance targets for all associates in the team to meet up with overall process objectives
- Schedule and organize shift patterns for team members to ensure that the process is adequately staffed to meet the SLA's
- Monitor files of team members to ensure that due procedures and quality standards are strictly adhered to
- Conduct regular reviews of all agents performance and organize training sessions for underperformers
- Submit regular reports to management and seek new ideas and strategies to improve performance at the center
- Manage the daily team activities and operations
- Drive Team adherence and manage to schedule
- Managing Escalations (Internal & External)
Job Requirement-
- Excellent verbal and written English communication skills
- Must have handled a team size of minimum 5-10 people in his/her current role
- Should be comfortable with reports, dashboards & share insights from data to improve the process.
- Proficient in MS Office, Skype
- Experience in international KPO/BPO will be an added advantage
- Thorough understanding of operations metric, people practices (Score calculations, Parameters, Ratings, Attrition)
- Should ready to work in night shift
- Any degree required
- Should have minimum 1 to 2 years relevant experience
Founded by well experienced healthcare professionals and engineers this one of a kind startup is disrupting the healthcare space by offering hassle free personalised digital therapeutic solutions.
As an Account Management Manager, you will be responsible for managing a set of clients with an ultimate goal to build, maintain and retain good client relationships which will contribute positively towards increasing the company’s business.
What you will do:
- Acquiring a thorough understanding of the clients’ key needs and requirements and ensuring best-in-class client service
- Building and maintaining professional relationships with the clients to retain them long-term
- Negotiating as well as renewing contracts and agreements with clients
- Coordinating with various internal stakeholders such as various departments and also external stakeholders such as the clients
- Educating and updating the clients about the various products/services of the company at the right time
- Focusing on timely feedback from clients and ensuring that the concerns raised are handled in a timely manner
- Handling key account issues from all perspectives of sales as well as service support
- Preparing, maintaining and updating relevant data and reporting the same to the business in regular intervals
- Sales prospecting & closing
- Meetings with Marketing/ Patient Support program / Digital Heads
- Account Management & collections
- Monitoring Operations of ongoing projects
- Getting marketing collateral done etc
Desired Candidate Profile
What you need to have:- MBA is mandatory and 2- 3 years of relevant work experience in account/client management is a must
- Good work experience in Power Point and Excel
- Good knowledge on social media and LinkedIn
- Excellent communication, negotiation and listening skills
- An ability to learn quickly
Below find the Job Description:-
Skill Set :
- Hands-on experience with Advance Excel.
- Team Handling experience
- The ability to generate excel reports & Validate them.
- Problem solving attitude
- Team Player
Job Responsibilities :
- Hand On experience in payments, stock management, Ecommerce Operations, Online Market Place, Cataloging (Procurement Expert/ Inventory Management).
- Minimum 5 years of team handling experience
- Strong interaction with Internal & External teams.
- Managing Internal & External Merchants.
- Ticket & Escalation Management.
- Sale Support & getting higher discounts to improve sales
The primary goal is to Perform Account Reconciliation for the client across multiple portfolios,
Responsibilities :
Performing daily end to end cash reconciliation activities that includes conducting analysis and
recording transactions
Identifying reasons for variances in cash/assets through bank & custody statements and other
supporting data.
Interacting with designated internal teams, bank, custody and advisors for missing trades /corporate
actions/ other transaction items
Following up on actions for pending transactions/incorrect booking with trade team/bank/custody.
Verifying prices and income, rate of interest etc. depending upon the security being booked through
Bloomberg or other market data services and provide appropriate back-ups.
Reporting the issues to supervisors and seek support on an immediate basis
Performing administrative functions related to monthly closing and valuations.
Developing and maintaining a solid working knowledge of the financial services industry and of all
products, services and processes performed by the team
Requirements for this role include:
2+ year(s) of accounting experience for financial instruments (equities, fixed income, and derivatives),
operation of capital markets, and life cycle of trades. Good knowledge of Capital Market
Ability to work regularly scheduled shifts.
University degree or equivalent that required 3+ years of formal studies of Finance/Accounting
principles
2+ year(s) of data entry experience that required a focus on quality including attention to detail,
accuracy, and accountability for your work product.
2+ year(s) of experience using MS-Excel that required you to use Formulas, Tables & Formatting,
Conditional Formatting, Charting, Pivot tables & Pivot Reporting.
1+ year(s) of experience in a service-oriented role where you had to correspond in writing or over the
phone with external customers.
Desired qualities:
A drive to broaden one’s knowledge of the financial services industry by learning new concepts and
systems and taking the initiative to apply it to daily work assignments.
Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality
and accuracy.
Positivity and collegial approach in assisting both colleagues and clients and the ability to work in
team environment.
Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or
possibly help implement a more efficient process or procedure, your skills have a place in our
business.
Nextyn is looking for a highly motivated individual with good communication skills for an operations role.
The individual will be responsible for communicating with the team, setting up meetings and coordinating payments.
Must be good with:
1. Communication Skills (English)
2. Microsoft Excel
3. Microsoft Word
4, Microsoft Powerpoint
- Express their operations strategies and objectives to make sure that the company reaches its target and operates effectively.
- Assisting higher executives.
- Working directly with customers handling the documentations.