Senior Manager Operations

A brief about the company:
Simpliinsure.com is a brand name under Virtual Galaxy Insurance Brokers Pvt. Ltd. IRDAI COR No.: DB0750, Virtual Galaxy Insurance Brokers Private Limited is registered as an Insurance Broker with the Insurance Regulatory Authority of India (IRDA). We offer an entire range of insurance products in all categories like Motor Insurance, Health Insurance, Life Insurance, and various group, and corporate covers.

Manadatory Skills : Hands-on operations manager with 5-6 years of experience in supporting sales teams. Currently, working or experience of working with TPA preferred." Mutual Fund Industry operations person or experience in fintech. Excellent MS Office skills and excellent in EXCEL formulas.
Total and Relevant year of experience: 5-6 Years
Qualification: Minimum Education graduation (B. Com, BBA, B.Sc.,)
Salary : 8 LPA max
Notice Period : Immediate-15 days max
Location ( WFH/WFO) : Bangalore ( Work from office )
Interview process ( Virtual/ On-Site ): 2 Rounds of Face to face interviews
Gender preference : Male
Any other specifications : Experience in the insurance industry.

Candidate Profile:

• Hands-on operations manager with 5-6 years of experience in supporting sales teams.
• Currently, working or experience of working with TPA preferred."
• Mutual Fund Industry operations person or experience in fintech.
• Excellent MS Office skills and excellent in EXCEL formulas.
• Excellent computer knowledge. – Word, Excel, and PowerPoint.

Job Responsibilities:

• Creation of investor accounts, handling Services from Providers and Mutual Fund Houses.
• Arranging for KYC compliance for clients.
• Maintain relationships with NSE, Mutual Fund houses, and Insurance companies for smooth operations.
• Document validation process and communication with the sales team
• Robust support to the sales team on all the back-office tasks.
• Taking care of all the operational needs like investments, activation, onboarding, etc
• Service on change requests from customers and sales teams
• Maintaining MIS on various Customer and sales information.
• Owner of Daily and monthly reports on operations to Senior Management.
• Update self on various new products launched in Mutual Funds and Insurance and deliver excellent customer service to the clients.
• Participate in IT & other software training on related tools.
• Ad hoc work and analysis as requested by the Management.