Job Title: Operations Executive – Back Office (Insurance & Wealth) Location: Kurla West Job Type: Full-Time Experience Required: 1–3 years Industry: Insurance, Wealth Management, Financial Services Language Proficiency: English & Hindi – Fluency Required About the Role: We are seeking a detail-oriented, proactive, and reliable Operations Executive to manage the back-office operations for our Insurance and Wealth Management services. The ideal candidate will have excellent MS Excel skills and strong communication abilities in both English and Hindi. You will play a key role in ensuring smooth execution of client servicing, documentation, data management, and coordination with internal and external stakeholders. Key Responsibilities: Policy Management & Processing: Coordinate with insurance providers and clients for policy issuance, renewals, and endorsements. Maintain accurate records of client policies and investment portfolios. Documentation & Compliance: Ensure timely collection, verification, and submission of KYC and other regulatory documents. Follow up on missing documentation and compliance requirements. Data Handling & Reporting: Maintain, update, and manage large datasets in Excel. Generate MIS reports, trackers, and dashboards as required by the management. Client Coordination (Non-Sales): Communicate effectively with clients for follow-ups, updates, and clarification regarding their insurance or investment queries. Provide support to front-end teams by ensuring all back-end activities are efficiently handled. Internal Coordination: Liaise with various departments such as sales, accounts, compliance, and insurance partners to ensure end-to-end process efficiency. Key Skills & Competencies: Technical: Proficient in Microsoft Excel (VLOOKUP, Pivot Tables, Filters, Charts, Basic Formulas). Familiarity with CRM software or back-office systems is a plus. Communication: Excellent verbal and written communication in English and Hindi. Ability to explain technical details clearly and concisely to non-technical clients. Organizational: Attention to detail, problem-solving attitude, and the ability to prioritize work. Strong follow-up and time-management skills. Behavioral: Proactive and self-motivated. Strong work ethic and a team-player attitude. Qualifications: Bachelor’s degree in Commerce, Finance, Business Administration, or related field. Certification in Insurance or Financial Planning (desirable but not mandatory). What We Offer: A collaborative and growth-oriented work environment. Exposure to the financial services and insurance ecosystem. Learning and development opportunities.

About Bimawala Group Bimawala Group is a trusted insurance broking firm established in 1956, specializing in health, life, fire, motor, marine, and other insurance solutions. With a strong focus on selecting the best products and providing exceptional claim support, we have built a reputation for reliability and customer-centric service. As part of our expansion, we are looking for a Field Sales Executive to strengthen our client outreach, drive business growth, and enhance customer relationships. Role Overview the Field Sales Executive will be responsible for identifying potential clients, understanding their insurance needs, and offering tailored insurance solutions. This role requires a proactive approach to sales, strong relationship management skills, and a commitment to customer satisfaction. Key Responsibilities Lead Generation & Prospecting: Identify and approach potential clients, including individuals, SMEs, and corporates. Build a strong pipeline through networking, referrals, and market research. Client Meetings & Consultations: Meet clients in person to understand their insurance requirements. Educate customers on various insurance policies and recommend suitable options. Address client queries, objections, and concerns professionally. Sales & Business Development: Achieve and exceed sales targets through proactive outreach and client engagement. Develop and maintain long-term relationships with customers. Cross-sell and upsell various insurance products. Follow-ups & Relationship Management: Ensure timely follow-ups with prospects and existing clients. Provide post-sales support, including policy servicing and renewal reminders. Act as a trusted advisor to clients for their insurance needs. Market & Competitor Analysis: Stay updated on industry trends, competitor offerings, and regulatory changes. Provide feedback to the management team for product and strategy improvement. Coordination & Reporting: Collaborate with internal teams for policy issuance and claim support. Maintain records of leads, sales, and client interactions. Submit regular sales reports to management. Fluent in English, Hindi, Gujrati. Key Requirements: 1-4 years of sales experience, preferably in insurance, banking, or financial services. Strong communication and negotiation skills. Self-motivated with a results-driven approach. Ability to build rapport and establish long-term client relationships. Willingness to travel extensively within the assigned territory. Basic knowledge of insurance products is a plus (training will be provided). What We Offer: Attractive incentive structure based on performance. Training and development opportunities to enhance your insurance knowledge and sales skills. A supportive work environment with career growth prospects. Opportunity to work with a well-established brand in the insurance industry. If you are a dynamic, self-driven professional looking for an exciting opportunity in insurance sales, we would love to hear from you!