8+ Operations Jobs in Ahmedabad | Operations Job openings in Ahmedabad

About the 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. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Our client is led by seasoned bankers and works with the largest and most reputed investors.

About the Role:

Role: PMS Operations

This role reports to Managing Director – PMS

Location - Ahmedabad

Candidate shall be responsible for:

• Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheets, etc

• Month-end reports reconciliation as per SEBI format

• Preparation of MIS

• Assisting the sales team with client/distributor information requests

Qualification:

• 5+ years of experience in PMS / Broking Operations

• Advanced proficiency in Microsoft Excel

• Graduate with a basic understanding of the stock market & PMS

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

Task:

• Make documentations with formatting and in proper detailing
• Basic knowledge on Excel working with formula handling & reporting.
• Need to do multitasking, able to deliver tasks on time with expected quality
• Candidate should have thinking out of the box which supports the department to deliver good results in the pre-defined processes.
• Needs to be quick learner and able to come up with own thoughts on the tasks explained/shared to deliver good results
• Work closely with German team for operative processes/execution/deliverables.
• Flexible to adopt the changes in terms of processes/task handling.
• Knowledge on order fulfillment processes, managing support content on the website, inputs on support handling processes are added advantage.

We wish:

• At least bachelor in any stream or equivalent experience
• At least 1 year of experience in MS-Excel or similar office tools – is preferred
• Knowledge on VB script, macros is preferred
• Documentation skills
• Good Communication skills, at least speaking in English is required
• Good analytical skills
• Eager to know/experiment new technology and tools
• Web Browsing , ability to search quick results from web
• Experience on process documentation & presentation is preferred
• Ability to work independently with little or no daily supervision
• Out of box thinking and quick learner with willingness to learn new things

We Offer:

• Freedom to realise your own ideas & individual career & development opportunity.
• A motivating work environment, flat hierarchical structure, numerous company events which cannot be forgotten and fun at work place with flexibilities.
• Professional challenges and career development opportunities.

Required qualifications and experience:

• Graduate in any specialization
• Minimum 5 years of experience in service industry, with 2-3 years of managerial level experience, preferably in fields like Contact Centre Operations, E-commerce or Customer Interface Operations
• Experience in Contact Centre operations or experience working with front line and service delivery processes, especially e-commerce
• Good presentation and MS Excel skills
• Multiple team handling experience; handled mid-sized teams of at least 2-3 verticals and not just a single team

Roles and responsibilities:

• Perform quantitative assessment and continuous process improvement to drive business and efficiency.
• Manage the roster and deliver on the service levels as per the agreement.
• Raise alerts on downtimes or fluctuations.
• Deep-dive into escalations received primarily via social media and enable front-line to close the issues. Interact directly with customers too, if need be.
• Analyse various process gaps and raise request for new SOPs to close loop.
• Identify gaps in service delivery, agent behaviour, product knowledge and business functionalities.
• Identify improvement opportunities along with the respective Process Head and facilitate launching projects around these opportunities.
• Internal and external stakeholder management.
• Coordinate Application ID management and maintain records.
• Improve operational deliverables of the aligned LOBs of the outsourced partner.
• Ensure 100% adherence to SR, L2 and complaint TAT as per laid down norms.
• Work on better tagging of customer voice and better ways of process flows.
• Device proactive programs to reduce calls.
• Devise cross-functional and up-skilling training plans for current teams.
• Manage Transactional Training and Development of the trainers.

•  Good understanding of marketplace seller panels 
•  Good understanding of Shopify and backend
•  Overall co-ordination of all orders, vendors and supply chain backend
•  Work with Operation Manager on regular basis
•  Prepare bi-weekly reports
•  Customer Analytics
•  Constantly cross verify payment gateway settlements
• Handle operational queries, dispatches and on time customer success