-Great Opportunity

Our client has been catering to insurance needs of people across the country India since 2015. The company strives to put their clients first and maintain a high level of professionalism on their behalf.

The Job

You will be responsible for :

- Providing advice on KYC requirements and assisting clients and account managers through the account opening process.

- Reviewing client documentation to ensure compliance with internal policies and regulatory requirements.

- Following up with clients on required documentation and escalating to the appropriate Account Managers where necessary.

- Identifying discrepancies and escalating higher risk matters to the Compliance team.

- Acting as the primary point of contact and delivering excellent service standards and advice to clients for their enquiries, complaints, and other service-related issues.

- Working closely with internal stakeholders to solve client issues.

- Performing root cause analysis of issues and non-compliance of service levels and work with various stakeholders to identify and implement opportunities for improvement.

- Developing account plans to enhance service delivery.

- Staying abreast of relevant research, trends in the areas of focus and promoting best practices.

- Promoting employee volunteering initiatives in coordination various channels

- Managing corporate communications across internal channels/platforms.

- Developing messaging and content for corporate communications.

- Keeping staff updated and engaged on corporate developments and strategies through various internal communication channels/platforms.

Ideal Candidate :

Skills Required :

- You have at least 1 year experience ideally in Client Services, Agency Onboarding within Financial industry.

- You have good interpersonal and communication skills and are adept at working with multiple stakeholders to drive desired outcomes.

- You have solid experience in a regional role ideally including experience covering India.

- Experience within Internal Communications, would be a strong advantage.

- You have good knowledge of Other.

- You are a strong networker & relationship builder

- You are highly goal driven and work well in fast paced environments

- You are adaptable and thrive in changing environments

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.