Pioneer Investcorp(Mumbai): Assistance Manager: CTC up to 6LPA| JC/2253

 Dear Team,

 

Please find the details of the Job Description mentioned below for your reference

 

Interview Process:

 

·       Post CV Screening Sangeeta Shelatkar will provide a time slot to connect your candidate for a con call

·       Post her short listing, candidate’s profile will be shared with the client

• Feedback TAT – 8 Working days

·       Should be willing to WFO

 

Sr. No.

Candidate Name

Location

Total Experience

Relevant Experience

Current Company

Current Designation

Current CTC

Expected CTC

Notice Period

Reasons To Quit

Communication Skills on the scale of 10

Domain Knowledge on the scale of 10

Previous Company 1

Previous Company 2

Previous Company 3

Previous Company 4

Previous Company 5

 

Company Website: https://pinc.co.in/

 

Pioneer Investcorp Ltd. (PINC) is an integrated mid-market focused financial services company. For the last three decades we have been serving the needs of corporates, institutional & government clients and family offices with professional advice, integrity and speed. We offer a wide range of customised services, including investment banking, private equity advisory, debt syndication, M&A advisory and institutional securities trading. Our foray into risk and insurance advisory services demonstrates our ability to leverage our relationships and domain knowledge to cross-sell products and offer value-added services to clients. The Company prides itself in pioneering innovative solutions in insurance and reinsurance, suited to adapt to the needs of individual clients / markets.

 

Job Code	JC/2253
Process	Sales
Gender	Male/Female
No. of Positions	1
About Process	Policy reconciliation & Upload on daily basis in CRM and ensure the same updated in POS account.
	Maintaining the Accuracy, Quality of policy upload in CRM (Defined TAT to be adhered).
	Regular publishing the MIS of upload and highlighting the concerns found while uploading for process improvement.
	Monthly, Quarterly, Yearly Reporting as per defined format from Finance/Respective Owner.
	Ensuring day to day activity is completed, for smooth functioning of workflow and maximum work effectiveness. This may require flexible working hours as per business need.
	Daily, Weekly, MTD, YTD, CTD Business Reporting to defined Internal Group.
	Internal/External Contest/Incentive Data recon and preparation of MIS to share with Finance/IE Support Team for their working and further releasing the payout.
	On Transactional working, regular feedback to be shared with concern team for process improvement (like system enhancement, process change or any other request which enhance the productivity and reduce working hours).
	Closely working with Tech Team for any CR closure and doing the UAT of same as per given suggestion.
	Provide recommendations to update current MIS to improve reporting efficiency and consistency.
	Understand management requirements and accordingly generate the MIS which helps management to take decision about the particular process.
	Work Closely with Internal Customers and fulfill their logical needs.
	Customizing the Report in CRM and accordingly give the requirement to CRM Tech Team for releasing the same on the set time with pre-defined group on regular basis to avoid any manual working/interventions.
	Reconciliation of Receivables & Payables.
	Co-ordination with insurers, Good Comms skills.
	Sales team incentive calculations
Title	Assistant Manager
Location	Mumbai - Andheri JB Nagar Chakala
Requirement	General Insurance / Broking Domain (POS) Distribution Operations experience is a must.
	04 - 07 years of experience
	Should worked on  Reconcillation of Payments
	Should have expereince on Insurance financila reports, Payouts, Accounts payable.
	Candidate should have worked in a fast paced Environment.
	Strong follow up skill
	Good Customer relationship skills
	Excellent communication skills
	Strong domain knowledge
	Excellent proven track record
	Strong Team player and should be effective collaborator
	Following timelines and completeing assignments as per target dates established
	High Accuracy
Education	Minimum Graduation
Shift timings	Day Shift
Transport Boundaries	Please source candidates from western line or ok to travel to western will be preferred
Transport Facility	NA
Salary Range	Upto 6L pa
Weekly Off	Sunday fixed off
Age	Upto 35 years
USP	Designation, Brand, Day Shift
Rounds of Interview	Cluster Manager (F2F) Interview
	Regional Manager (F2F) Interview
	Business Head (F2F) Interview
Documents	Educational + Identity Proof + Residential Proof + Offer Letter + Salary Proof (Bank Statement/Payslip) + Relieving documents
Clawback	90 Days