sap-insurance-jobs-in-mumbai, Mumbai

220 Sap insurance Jobs in Mumbai

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posted 1 day ago
experience3 to 8 Yrs
location
Mumbai City
skills
  • anti money laundering
  • kyc
  • compliance
  • aml
Job Description
Company: Leading General Insurance. Role: AML Compliance Manager. Experience: 3+ years of experience AML / KYC domain with the Insurance Industry Location: Mumbai Job Description -  Ensuring compliance with AML and KYC regulations, customer due diligence and policies Enhance and streamline systems and processes related to Third-Party Anti-Corruption Due Diligence. Manage end to end outsourcing program and ensure all third-party partners meet anti- corruption and due diligence compliance standards. Monitor documentation, approvals, and compliance activities for all outsourced operations. Develop a comprehensive training plan and conduct training for employees, procurement teams, and other relevant stakeholders to promote awareness and compliance. Prepare, maintain, and share regular compliance reports with management and relevant stakeholders. Review and assess vendor lists to ensure appropriate risk categorization and compliance checks.  Competencies -  Good knowledge of Companies Act (2013), Third Party Anti-Corruption.  Ability to work independently and ensure timely compliance.    If you think that you fit the bill, please share your updated copy of your resume with your contact details mentioned and we will divulge more information regarding the position. Please share your resume on linoshka@rightmatch.co.in or can call on +919309056958
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posted 1 week ago
experience0 to 4 Yrs
Salary1.0 - 4.0 LPA
location
Mumbai City
skills
  • telecom sales
  • telesales
  • inside sales
  • insurance
  • lead generation
Job Description
We are seeking a dynamic and results-oriented Lead Generation Executive to join our team and help drive business growth.  Roles & Responsibilities: Outbound Calls: Make a high volume of outbound calls to potential clients and follow up on leads provided by the marketing team.   Product Knowledge: Understand and stay up to date with the full range of insurance products offered by OneInsure to effectively explain options to customers.   Customer Engagement: Establish rapport and build long-lasting relationships with prospective customers by providing relevant and accurate product information.   Sales Conversion: Qualify leads, handle objections, and close sales over the phone, meeting or exceeding monthly sales targets.   CRM Management: Accurately record customer information and interactions in the CRM system, ensuring all details are up to date and relevant.   Cross-Selling & Upselling: Identify cross-selling and upselling opportunities for additional insurance products to meet customer needs.   Provide Excellent Customer Service: Address customer queries and concerns with professionalism, offering timely solutions and advice on insurance options.   Collaborate with Team: Work closely with the telesales and customer support teams to ensure a smooth sales process and customer satisfaction.   Achieve KPIs: Meet or exceed key performance indicators (KPIs) such as call volume, conversion rates, customer satisfaction, and sales targets.  
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posted 1 week ago

Senior Business Analyst

Delta Sys-Tech (India) Pvt Ltd
Delta Sys-Tech (India) Pvt Ltd
experience5 to 10 Yrs
Salary7 - 14 LPA
location
Mumbai City
skills
  • requirement gathering
  • business
  • sdlc
  • agile
  • insurance
  • analyt
Job Description
Permanent job opening for Business Analyst with MNC organization at Mumbai - Andheri ( Only Mumbai local candidates preferred - Who can come for F2F interview )  Interview Rounds Interview F2F  Technical interview  on 25th Nov  - Tuesday  ( 10 am 12 pm OR  3 4 pm ) OR   26th Nov 2025 Wednesday ( 10 am 12 pm OR  3 4 pm )   Please fill in the details mentioned below Total Work Experience: Relevant Work Experience: Current CTC: Expected CTC: Current Location : Notice period ( Negotiable to how many days ) : If Serving /Served Notice period ( Last working Day ) : Current Company : Current payroll Organization : Alternate No : Date of Birth : Reason for Job Change : Job Description  Immediate 15 days Years of Experience       5 - 7 years  Role Description:Manages and ensures the identification, analysis and preparation of explicit and implicit stakeholder requirements and drives the functional support for business applications during deployment and 3rd level support. Key Accountabilities & Responsibilities:Ensure data accuracy, consistency, and integrity in all reports and dashboards- ensure VAIT/DORA complianceAnalyse large volumes of data to identify trends, patterns, and insights relevant to projectCreate data visualizations to effectively communicate key findings and project performance metricsSupport project decision-making by providing actionable insights based on data analysisContinuously identify opportunities for improvement in processesRequirements Collection and Evaluation , Solution Implementation and Testing, Gap Analysis, Creating Functional Specifications. Key Competencies & Skills required Technical:5 to 7 years of experience in requirements engineering or business analysisExperience in working in agile teamsExperience in working with distributed teams (off-shore, near-shore, on-site)Basic knowledge of software development and the technologies usedExperience in communication with stakeholders to understand and document their needsCandidate should have Insurance knowledge (General or Travel) Nice to have: Experience in the use of policy administration systems in insuranceBasic understanding of programming concepts and languages (e.g. Java, React, PL/SQL)Knowledge of insurance contract/administration processesExperience in German insuranceBipro understandingMainframe knowledge/SQL understanding Behavioural Skills: Excellent interpersonal and communication skills for working in a global environmentWillingness to learn and adapt quicklyProactive approach to identifying issues and presenting solutions and optionsProfessional and friendly presence when interacting with customers and other rolesWillingness to ask questions for a better understanding Soft Skills: Ability to quickly get to grips with complex issuesQuick comprehension and the ability to communicate knowledge in a comprehensible wayCommunicative, assertive and able to deal with conflicts Previous Experience & Qualifications Education/Qualification: Bachelors or Masters degree in Computer Science /Engineering/Information Technology MBA in IT / Insurance/Finance can also apply for Requirements Engineer role. Very good knowledge of English, both in writing and speakingKnowledge & Experience: 5 to 7 years of experience in Requirements Engineering  
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posted 1 week ago
experience1 to 4 Yrs
Salary2.0 - 4.5 LPA
location
Mumbai City
skills
  • telecalling
  • insurance
  • inside sales
  • telesales
  • lead generation
Job Description
We are seeking a dynamic and results-oriented Inside Sales Executive to join our team and help drive business growth.  Key responsibilities Outbound Calls: Make a high volume of outbound calls to potential clients and follow up on leads provided by the marketing team.   Product Knowledge: Understand and stay up to date with the full range of insurance products offered by OneInsure to effectively explain options to customers.   Customer Engagement: Establish rapport and build long-lasting relationships with prospective customers by providing relevant and accurate product information.   Sales Conversion: Qualify leads, handle objections, and close sales over the phone, meeting or exceeding monthly sales targets.   Cross-Selling & Upselling: Identify cross-selling and upselling opportunities for additional insurance products to meet customer needs.   Provide Excellent Customer Service: Address customer queries and concerns with professionalism, offering timely solutions and advice on insurance options.    Achieve KPIs: Meet or exceed key performance indicators (KPIs) such as call volume, conversion rates, customer satisfaction, and sales targets.  Collaborate with Team: Work closely with the telesales and customer support teams to ensure a smooth sales process and customer satisfaction.CRM Management: Accurately record customer information and interactions in the CRM system, ensuring all details are up to date and relevant. 
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posted 7 days ago
experience0 to 4 Yrs
location
Mumbai City
skills
  • telesales
  • telecom sales
  • lead generation
  • inside sales
  • insurance
Job Description
We are seeking a dynamic and results-oriented Telesales Executive to join our team and help drive business growth.  Roles & Responsibilities: Outbound Calls: Make a high volume of outbound calls to potential clients and follow up on leads provided by the marketing team.   Product Knowledge: Understand and stay up to date with the full range of insurance products offered by OneInsure to effectively explain options to customers.   Customer Engagement: Establish rapport and build long-lasting relationships with prospective customers by providing relevant and accurate product information.   Sales Conversion: Qualify leads, handle objections, and close sales over the phone, meeting or exceeding monthly sales targets.   CRM Management: Accurately record customer information and interactions in the CRM system, ensuring all details are up to date and relevant.   Cross-Selling & Upselling: Identify cross-selling and upselling opportunities for additional insurance products to meet customer needs.  
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posted 1 week ago
experience2 to 5 Yrs
location
Mumbai City, Pune+7

Pune, Bangalore, Chennai, Noida, Hyderabad, Kolkata, Gurugram, Delhi

skills
  • software development
  • agile methodology
  • insurance
  • management
  • control
  • version
  • carrier
  • car
  • frieght
Job Description
Job Description: Domestic Specialist Freight, POD & Insurance Location: Open to all cities Experience: 2-5 years Qualification: Bachelors Degree We are looking for a skilled software engineer to join our team. The ideal candidate will have experience in developing high-quality software solutions, collaborating with cross-functional teams, and participating in the full software development lifecycle. Responsibilities include writing clean, maintainable code, debugging and troubleshooting software issues, and contributing to design discussions. The candidate should be able to work independently and as part of a team, demonstrating strong problem-solving skills and attention to detail. Familiarity with Agile methodologies and version control systems is a plus.  We are looking for a skilled Domestic Specialist to manage freight operations, proof of delivery (POD), and insurance processes. The role involves coordinating with internal and external teams, ensuring timely and accurate delivery of shipments, and managing insurance claims and documentation. Key Responsibilities Freight Management: Oversee and coordinate domestic freight operations, ensuring timely delivery and optimal resource utilization. POD & Documentation: Monitor proof of delivery, maintain records, and ensure accuracy in shipment tracking. Insurance Handling: Manage insurance claims, policy documentation, and liaise with insurers for smooth resolution. Software & Tools: Utilize internal systems and software for shipment tracking, reporting, and process management. Collaboration: Work closely with cross-functional teams including logistics, operations, and customer support. Process Improvement: Identify gaps in freight and insurance processes and suggest improvements. Problem Solving: Troubleshoot operational challenges and ensure customer satisfaction. Ideal Candidate Profile Experience in freight management, insurance processes, and logistics coordination Familiarity with software tools, Agile methodologies, and version control Strong analytical, problem-solving, and communication skills Ability to work independently and in cross-functional teams
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posted 1 week ago
experience0 to 4 Yrs
Salary2.0 - 4.5 LPA
location
Mumbai City
skills
  • inside sales
  • telesales
  • insurance
  • lead generation
  • telecalling
Job Description
We are seeking a dynamic and results-oriented Inside Sales Executive to join our team and help drive business growth.  Key responsibilities Sales and lead generation: Make outbound calls to prospective customers, generate leads, and sell insurance policies. Needs analysis: Engage with potential clients to understand their insurance needs and recommend suitable plans. Product knowledge: Stay up-to-date on company products, features, coverage, and benefits to explain them clearly to clients. Target achievement: Consistently meet and exceed monthly and quarterly sales targets. Customer relationship management: Build and maintain strong relationships with clients, provide excellent customer service, and follow up on sales leads. Record keeping: Maintain accurate and organized records of customer interactions, sales activities, and client details in a CRM system.
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posted 2 months ago
experience3 to 8 Yrs
Salary6 - 8 LPA
location
Mumbai City
skills
  • sales strategy
  • life insurance
  • sales training
  • field sales training
Job Description
A Field Sales Trainer in a life insurance broking company trains sales staff on product knowledge, sales skills, and compliance. Key responsibilities include designing and delivering training programs, identifying training needs, conducting field coaching, evaluating trainee performance, and ensuring sales teams meet performance targets.     Training delivery:  Design, develop, and deliver comprehensive training programs for new and existing sales staff, covering product knowledge, selling skills, customer communication, and internal systems.    Field coaching:  Conduct field visits to provide real-time coaching, observe sales activities, and assist sales agents in closing deals.    Needs assessment:  Identify training gaps and skill deficiencies across the sales team and develop targeted training to address them.    Performance evaluation:  Monitor and evaluate trainee performance through assessments, feedback, and sales metrics to gauge the effectiveness of training.    Onboarding and activation:  Develop and execute induction and onboarding programs for new joiners to ensure they are quickly equipped with the necessary skills and knowledge. 
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posted 1 week ago

Associate Circle Head

Aspire ERP Systems Hiring For MNC For Life Insurance Client Of Aspire
experience7 to 12 Yrs
Salary10 - 12 LPA
location
Navi Mumbai, Mumbai City+8

Mumbai City, Kalyan, Boisar, Ambernath, Thane, Dombivali, Panvel, Bhiwandi, Vasai

skills
  • team handling
  • agency channel
  • life insurance
  • agency sales
  • circle head
  • channel development manager
  • branch manager
  • senior branch manager
  • area manager
  • area head
Job Description
Dear Associate we have Openings For TOP MNC Companies In Life Insurance Industry  Designation: Associate circle Head Exp : Insurance Industry will be preferred with min 2 plus yrs exp in on role team handling into life insurance agency channel  For more Details call on 9049228518 Email on aspirebfsijobs1@gmail.com  Job Responsibility :  To manage Agency business in and around the designated location by handling a team of FLS and maximize performance on sales and quality objectives for the circle. Duties & Responsibilities: - Build and drive a team of 8-10 highly motivated frontline sales professionals.  Regards Vaishnavi 9049228518 Email: aspirebfsijobs1@gmail.com
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posted 1 week ago

APPLY NOW Business Manager Elite EMV salary upto 7Lac

Niyukti Management Consultants Hiring For Niyukti Management Consultants
experience6 to 11 Yrs
Salary3.0 - 7 LPA
location
Mumbai City, Pune+8

Pune, Nagpur, Jaipur, Kanpur, Lucknow, Chandigarh, Delhi, Bhopal, Ahmedabad

skills
  • sales
  • agency channel
  • insurance agency sales
  • business manager
  • sr.managing partner
  • sales manager
  • agency manager
  • deputy branch manager sourcing
  • business development manager
  • agency development manager
Job Description
APPLY NOW Sr. Business Development Manager (Elite Vertical) Industry: Life Insurance Work Locations: Delhi/NCR, Jaipur, Lucknow, Kanpur, Pune, Nagpur, Chandigarh, Bhopal, Mumbai, Ahmedabad Salary: 7 LPA + Reimbursements + Attractive Incentives Experience Required: 4 to 14 years in Agency Channel Insurance Sales About the Role: As a Senior Business Development Manager, youll be leading the expansion of our Life Insurance vertical through a strong network of Business Associates (BAs) and their field agents. Key Responsibilities: Recruit, train & mentor Business Associates and agents (on commission basis) Ensure achievement of sales targets through regular field tracking Conduct weekly performance reviews (PRP) and maintain Sales Management System Drive agent engagement through Career Progression Programs Promote digital tools like CRM & Agent Portal to improve performance & cross-selling Who Were Looking For: Minimum 5 years experience in Life Insurance Sales (Agency Channel) Graduate in any stream Strong leadership & communication skills Entrepreneurial mindset with drive for achieving sales goals Stable employment history and deep knowledge of local markets Confidence, maturity & team-building ability How to Apply: Email your resume: nmc.niyukti1@gmail.com Call/WhatsApp: 9711522990(Javed)
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posted 3 days ago
experience2 to 7 Yrs
location
Mumbai City
skills
  • fcu
  • fraud detection
  • fraud monitoring
  • fraud investigation
  • internal investigations
  • external investigations
  • vigilance
  • fraud control
Job Description
Company: Leading General Insurance. Role: FCU Compliance Manager. Experience: 2+ years of experience in Internal / External Investigation  Location: Mumbai Job Description -  Fraud Prevention, Detection & Investigation of Internal / External & Whistle Blower Cases. Conduct in-depth investigations into suspected fraudulent activities across different LOBs and distribution channels. Collect, verify and analyze evidence & prepare investigation reports with actionable insights and recommendations.  Expert in MS Excel & Power BI. Leverage data analytics tools to identify high risk areas.  Engage with law enforcement agencies, surveyors, lawyers and external investigators.  Implement the fraud risk management framework in line with IRDAI guidelines. Identify and monitor fraud-prone areas and develop red flag indicators for proactive detection. Recommend system enhancements and process improvements to mitigate fraud risks. Regulatory Compliance & Reporting. Ensure compliance with IRDAIs Fraud Monitoring Framework (2025) and other regulatory directives. Prepare and submit quarterly and annual fraud reports to IRDAI and senior management. Competencies -  Knowledge of General Insurance. Strong analytical, investigative, and report-writing skills. Familiarity with IRDAI regulations and industry best practices for fraud control. Liasoning with Law Enforcement Agencies. Proficiency in MS Office, data analytics tools, and fraud monitoring systems.  If you think that you fit the bill, please share your updated copy of your resume with your contact details mentioned and we will divulge more information regarding the position. Please share your resume on linoshka@rightmatch.co.in or can call on +919309056958
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posted 6 days ago
experience1 to 6 Yrs
Salary1.0 - 4.0 LPA
location
Mumbai City
skills
  • lead generation
  • telesales
  • telecalling
  • inside sales
  • insurance
Job Description
We are seeking a dynamic and results-oriented Inside Sales Executive to join our team and help drive business growth.  Key responsibilities Outbound Calls: Make a high volume of outbound calls to potential clients and follow up on leads provided by the marketing team.   Product Knowledge: Understand and stay up to date with the full range of insurance products offered by OneInsure to effectively explain options to customers.   Customer Engagement: Establish rapport and build long-lasting relationships with prospective customers by providing relevant and accurate product information.   Sales Conversion: Qualify leads, handle objections, and close sales over the phone, meeting or exceeding monthly sales targets.   CRM Management: Accurately record customer information and interactions in the CRM system, ensuring all details are up to date and relevant.   Cross-Selling & Upselling: Identify cross-selling and upselling opportunities for additional insurance products to meet customer needs.   Provide Excellent Customer Service: Address customer queries and concerns with professionalism, offering timely solutions and advice on insurance options.      
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posted 5 days ago
experience1 to 6 Yrs
Salary1.0 - 4.0 LPA
location
Mumbai City
skills
  • telecalling
  • insurance
  • inside sales
  • telesales
  • lead generation
Job Description
We are seeking a dynamic and results-oriented Inside Sales Executive to join our team and help drive business growth.  Key responsibilities Outbound Calls: Make a high volume of outbound calls to potential clients and follow up on leads provided by the marketing team.   Product Knowledge: Understand and stay up to date with the full range of insurance products offered by OneInsure to effectively explain options to customers.   Customer Engagement: Establish rapport and build long-lasting relationships with prospective customers by providing relevant and accurate product information.   Sales Conversion: Qualify leads, handle objections, and close sales over the phone, meeting or exceeding monthly sales targets.   CRM Management: Accurately record customer information and interactions in the CRM system, ensuring all details are up to date and relevant.   Cross-Selling & Upselling: Identify cross-selling and upselling opportunities for additional insurance products to meet customer needs.          
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posted 2 days ago
experience0 to 4 Yrs
Salary1.0 - 4.0 LPA
location
Mumbai City
skills
  • telesales
  • insurance
  • inside sales
  • telecom sales
  • lead generation
Job Description
We are seeking a dynamic and results-oriented Lead Generation Executive to join our team and help drive business growth.  Roles & Responsibilities: Outbound Calls: Make a high volume of outbound calls to potential clients and follow up on leads provided by the marketing team.   Product Knowledge: Understand and stay up to date with the full range of insurance products offered by OneInsure to effectively explain options to customers.   Customer Engagement: Establish rapport and build long-lasting relationships with prospective customers by providing relevant and accurate product information.   Sales Conversion: Qualify leads, handle objections, and close sales over the phone, meeting or exceeding monthly sales targets.   CRM Management: Accurately record customer information and interactions in the CRM system, ensuring all details are up to date and relevant.   Cross-Selling & Upselling: Identify cross-selling and upselling opportunities for additional insurance products to meet customer needs.   Provide Excellent Customer Service: Address customer queries and concerns with professionalism, offering timely solutions and advice on insurance options.   Collaborate with Team: Work closely with the telesales and customer support teams to ensure a smooth sales process and customer satisfaction.   Achieve KPIs: Meet or exceed key performance indicators (KPIs) such as call volume, conversion rates, customer satisfaction, and sales targets.  
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posted 0 days ago
experience0 to 4 Yrs
location
Mumbai City
skills
  • telesales
  • insurance
  • inside sales
  • telecom sales
  • lead generation
Job Description
We are seeking a dynamic and results-oriented Telecom sales Executive to join our team and help drive business growth.  Roles & Responsibilities: Outbound Calls: Make a high volume of outbound calls to potential clients and follow up on leads provided by the marketing team.   Product Knowledge: Understand and stay up to date with the full range of insurance products offered by OneInsure to effectively explain options to customers.   Customer Engagement: Establish rapport and build long-lasting relationships with prospective customers by providing relevant and accurate product information.   Sales Conversion: Qualify leads, handle objections, and close sales over the phone, meeting or exceeding monthly sales targets.   CRM Management: Accurately record customer information and interactions in the CRM system, ensuring all details are up to date and relevant.   Cross-Selling & Upselling: Identify cross-selling and upselling opportunities for additional insurance products to meet customer needs.  
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posted 0 days ago
experience1 to 6 Yrs
location
Mumbai City
skills
  • inside sales
  • lead generation
  • telesales
  • presales
  • telecom sales
  • insurance
Job Description
We are seeking a dynamic and results-oriented Telecom sales Executive to join our team and help drive business growth.  Roles & Responsibilities: Outbound Calls: Make a high volume of outbound calls to potential clients and follow up on leads provided by the marketing team.   Customer Engagement: Establish rapport and build long-lasting relationships with prospective customers by providing relevant and accurate product information.   Sales Conversion: Qualify leads, handle objections, and close sales over the phone, meeting or exceeding monthly sales targets.   Cross-Selling & Upselling: Identify cross-selling and upselling opportunities for additional insurance products to meet customer needs.Product Knowledge: Understand and stay up to date with the full range of insurance products offered by OneInsure to effectively explain options to customers.CRM Management: Accurately record customer information and interactions in the CRM system, ensuring all details are up to date and relevant.  
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posted 0 days ago

Inside Sales Representative

O3Hire Hiring For O3Hire
experience1 to 6 Yrs
Salary3.5 - 4.5 LPA
location
Mumbai City
skills
  • inside sales
  • lead generation
  • insurance sales
  • telesales
  • life insurance
  • customer service
  • general insurance
  • inbound marketing
  • calling
  • support
Job Description
  Core responsibilities Generate and qualify leads:  Research potential customers and determine if they are a good fit for the company's products or services.    Conduct sales activities:  Make outbound calls, handle inbound inquiries, and follow up with leads to guide them through the sales funnel.    Present and demonstrate products:  Explain features, benefits, and solutions to potential clients via phone, email, or video conference.    Negotiate and close deals:  Work with customers to agree on pricing and terms, and finalize sales agreements.    Maintain sales records:  Update a customer relationship management (CRM) system with customer information, sales activities, and reports    
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posted 1 week ago

Relationship Associate

Aspire ERP Systems Hiring For MNC For Life Insurance Client Of Aspire
experience3 to 8 Yrs
Salary1.0 - 3.0 LPA
location
Navi Mumbai, Mumbai City+8

Mumbai City, Kalyan, Pimpri Chinchwad, Baramati, Dombivali, Panvel, Bhiwandi, Vasai, Hyderabad

skills
  • life insurance
  • direct sales
  • agency channel
  • agency sales
  • business development
  • direct
  • unit manager
  • agency manager
  • development manager
Job Description
Greetings!!! From Aspire ERP Hiring Partner for MNC LIFE INSURANCE CO.LTD  COMPANY NAME : MNC LIFE INSURANCE DESIGNATION : RELATIONSHIP MANAGER Channel : Banccassurance   EXP : Required  2+ Yrs Exp  in sales / Banking Sales   For Apply Call on 9049228518 Email on aspirebfsijobs1@gmail.com JOB PROFILE:   HANDLING WALKIN CUSTOMERS OF THE BANK Responsible in handling Bank Revenue Generation for Insurance vertical whole channel relationship management between hdfc LIFE INSURANCE AND hdfc bank. Building Relationship with Bank Employees and utilising data of HNI AND POTENTIAL Customers of the bank and generating leads from the walk-in customers. Drive the Life insurance business from company data base Loan customers, Pitching to Walking Customers. GENERATE THE BUSINESS FROM LOAN CUSTIMERS(I.E CREDIT LIFE INSURANCE RELATIONSHIP MANAGER  will help the bank employees for achieving business targets for the entire Bank  Regards Vaishnavi 9049228518 Aspirebfsijobs1@gmail.com
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posted 1 week ago
experience1 to 4 Yrs
Salary2.0 - 4.5 LPA
location
Mumbai City
skills
  • insurance
  • telecalling
  • lead generation
  • telesales
  • inside sales
Job Description
We are seeking a dynamic and results-oriented Inside Sales Executive to join our team and help drive business growth.  Key responsibilities Outbound Calls: Make a high volume of outbound calls to potential clients and follow up on leads provided by the marketing team.   Product Knowledge: Understand and stay up to date with the full range of insurance products offered by OneInsure to effectively explain options to customers.   Customer Engagement: Establish rapport and build long-lasting relationships with prospective customers by providing relevant and accurate product information.   Sales Conversion: Qualify leads, handle objections, and close sales over the phone, meeting or exceeding monthly sales targets.   CRM Management: Accurately record customer information and interactions in the CRM system, ensuring all details are up to date and relevant.   Cross-Selling & Upselling: Identify cross-selling and upselling opportunities for additional insurance products to meet customer needs.   Provide Excellent Customer Service: Address customer queries and concerns with professionalism, offering timely solutions and advice on insurance options.   Collaborate with Team: Work closely with the telesales and customer support teams to ensure a smooth sales process and customer satisfaction.   Achieve KPIs: Meet or exceed key performance indicators (KPIs) such as call volume, conversion rates, customer satisfaction, and sales targets.    
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posted 2 months ago

Team Lead Finance Planning & Analysis

Reliance Industries Limited
experience5 to 9 Yrs
location
Navi Mumbai, Maharashtra
skills
  • Financial Planning
  • Forecasting
  • Budget Management
  • Performance Analysis
  • Reporting
  • Cost Control
  • Team Leadership
  • Audit
  • Insurance
  • Claim Settlement
  • Financial Modeling
  • Excel
  • SAP
  • Project Management
  • Analytical Skills
  • Communication Skills
  • Compliance Governance
  • Stakeholder Communication
  • Business Cases
  • Organizational Skills
Job Description
As the Lead FP&A, you will be responsible for overseeing the financial planning, analysis, and reporting for a large and complex project. Collaborating with various departments, you will provide financial insights, forecasts, and strategic recommendations to ensure the successful execution and financial performance of the project. Additionally, you will ensure continuous variance monitoring and related analytics to management for a seamless and cost-efficient delivery of the project. Your key responsibilities will include: - Financial Planning & Forecasting: Developing and maintaining detailed financial models and forecasts for the project, cost estimates, and capital expenditure requirements. - Budget Management: Creating and managing the project budget, including monitoring expenditures, tracking variances, and ensuring alignment with financial goals and project milestones. - Performance Analysis: Conducting regular financial performance analysis, including variance analysis. Providing actionable insights and recommendations to improve project performance. - Reporting: Preparing and presenting financial reports, including monthly, quarterly, and annual updates, to senior management and project stakeholders. Ensuring accuracy and timeliness of all financial reports. - Cost Control: Implementing and overseeing cost control measures to ensure that project spending remains within approved budgets. Identifying cost-saving opportunities and efficiencies. - Compliance & Governance: Ensuring compliance with company policies, accounting standards, and regulatory requirements. Conducting financial audits and reviews as needed. - Team Leadership: Leading and mentoring a team of financial analysts. Fostering a collaborative environment and providing guidance on financial analysis and reporting. - Stakeholder Communication: Acting as the primary financial liaison for the project. Communicating financial information effectively to stakeholders, including senior management, project teams, and external partners. - Working with Cross-functional teams for closure of Audit points and compliance under various laws as per target date. - Review of Insurance coverage, assisting in Policy renewal and Claim settlement. - Reviewing and monitoring Business cases and projects for long-term sustainability. - Monitoring and reviewing Fixed Expense budget. The ideal candidate for this role should possess strong analytical skills, project management experience, and the ability to communicate complex financial information clearly. Proficiency in financial modeling and forecasting, along with advanced knowledge of Excel and SAP, is required. Excellent communication and presentation skills are essential, as well as the ability to work collaboratively with cross-functional teams. Strong organizational and project management skills will be key for success in this position.,
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