Minimum Requirement :
1.Highly developed customer service skills.
2.Strong interpersonal, communication (written and oral), organizational and analytical skills are essential.
3.Knowledge of fiduciary responsibilities (e.g. avoid Risk and apply legal requirements dictated in trust documents).
4.3 - 4 years experience in trust administration, Insurance, legal, accounting, or investment fields, with knowledge of personal estate planning, fiduciary responsibility, insurance arrangements preferred.
5.Detail Orientation – Function is critical from impact perspective. Need eye for detail and there is zero tolerance to oversight mistakes.
6.Strong Client Focus. Strong time management and ability to coordinate with various teams to action items.
7.Analytical - Ready to analyze the process flows and ideate on operational improvements.
8.Strong team player and must have the capability to build good working relationships with cross functional/geographical teams.
10.Adaptability - Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
11.Control orientated and Risk awareness is essential. Understand Operational Risks to reduce Risk Profile.
Educational Qualification :Bachelor's degree
Experience ; Experienced
Location : Mumbai
Key Performance :
1.Liaise with insurance carriers to collate policy related information
2.Ensure timely payment of insurance premium
3.Perform policy reviews held in ILIT based on predetermined procedure
4.Act as point of contact for one or more onshore Trust Administrators
5.Act as an SME and resolve queries of other members of the team
6.Impart process training to new hires in the team
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This post first appeared on Jobs Latest / All India Freshers Jobs For 2015-2, please read the originial post: here
