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College Square

Bowbazar

Shriram Life Insurance Company Limited

Office Associate

Gariahat Road

Pnb Metlife India Insurance Company Limited

Team Executive

Keshari Nagar

Laxmisagar

Financial planning and analysis: Developing financial forecasts, creating budgets, and analyzing financial data to identify trends and opportunities for growth or cost reduction. 
Team and performance management: Leading and mentoring a financial team, setting performance goals, and evaluating staff performance. 
Strategic leadership: Developing and implementing financial strategies to achieve organizational goals and increase profitability. 
Compliance and risk management: Ensuring the organization complies with all financial regulations, policies, and legal requirements. They also identify and manage financial risks. 
Reporting and communication: Preparing and presenting financial reports to senior management and other stakeholders. 
Client and relationship management: Building and maintaining strong relationships with clients, and serving as a liaison between clients and upper management. 



Bajaj  Life Insurance  Limited

Senior Financial Service Manager

Sector 29 Chandigarh

Phase 4 mohali

Job Title: CRM Operations Assistant / Executive , The CRM Operations Assistant will work directly under the CRM Lead to provide end-to-end support in managing, maintaining, and optimizing the company’s CRM systems and related business processes. The role focuses on ensuring data accuracy, workflow efficiency, user coordination, and timely implementation of CRM-related initiatives across departments.

Key Responsibilities

Assist in daily CRM operations, including data entry validation, updates, and monitoring system performance.

Support in user management, permissions, and access roles under NAV/CRM systems.

Coordinate with departments (Sales, Operations, Finance, etc.) to ensure timely updates and compliance within the CRM.

Assist in implementing new CRM modules, integrations, and feature rollouts.

Prepare reports, dashboards, and summaries for management review.

Track and report user issues or bugs, and follow up with the IT or development team for resolution.

Maintain documentation and process manuals related to CRM operations.

Ensure data integrity, backups, and version control for CRM information.

Provide basic training or guidance to team members on CRM usage and best practices.

Assist the CRM Lead in testing, QA, and deployment of CRM updates or system changes.

Qualifications & Skills

Bachelor’s degree in Information Technology, Business Administration, or related field.

1–3 years of experience in CRM systems (Zoho, Perfex, or similar platforms).

Strong understanding of CRM workflows, permissions, and user management.

Good command of Excel, SQL basics, and data management tools.

Excellent organizational and communication skills.

Ability to multitask, prioritize, and deliver under minimal supervision.

Analytical mindset with strong attention to detail.

Preferred (but not mandatory)

Experience with Perfex CRM, Dynamics NAV 2016, or similar ERP systems.

Familiarity with Google Workspace and OneDrive/SharePoint integrations.

Knowledge of email automation and CRM reporting tools.

Soft Skills

Proactive and dependable team player.

Quick learner with a problem-solving attitude.

Maintains confidentiality and professionalism.

Able to adapt to changing workflows and technologies.


Trenity Consultants LLC

CRM Operations Assistant / Executive

Ahmedabad (Rural) District Court

A. E. C. Office (Amraiwadi)

Executive Assistant Job Detail

The Role: Executive Assistant
We are seeking a highly organized, proactive, and dedicated Female Executive Assistant to provide comprehensive support . This is a critical, high-impact role that requires exceptional management, communication, and organizational skills. The ideal candidate will be a trustworthy professional who can act as the Designated Partner's right hand in managing both internal and external operations.

Key Responsibilities
The Executive Assistant's duties will be broad and varied, including:

I. Administrative and Operational Management
 * Team Coordination: Assist the Designated Partner in managing the day-to-day workflow of the team, including scheduling meetings, tracking deadlines, and ensuring effective communication channels.
 * Performance Reporting: Compile, analyze, and create detailed reports on team tasks, project progress, and overall operational performance for the Designated Partner’s review.
 * Document & Data Management: Maintain and organize confidential files, documents, and digital records efficiently.

II. Communication and Client/Government Liaison
 * Correspondence Management: Handle high-level client correspondence and communications with professionalism and discretion. Draft, review, and finalize emails, letters, and presentations.
 * Government Department Works: Assist in the preparation of necessary documentation, coordinate appointments, and facilitate timely follow-ups related to government department works and subsidy applications.
 * Meeting Management: Schedule, prepare materials for, and attend key internal and external meetings, accurately recording and distributing minutes of meeting (MOM) and tracking action items.

III. Travel and Logistics
 * Travel Arrangements: Efficiently manage and book all travel logistics, including flights, trains, local transport, and accommodation.
 * Travel Flexibility: Must be free for frequent and flexible travel to support the Designated Partner for work across key locations, primarily Gujarat, Mumbai, and Delhi.

Qualifications and Skills
 * Proven experience as an Executive Assistant, Personal Assistant, or similar role supporting senior management, preferably in a consulting or professional services environment.
 * Exceptional organizational skills and meticulous attention to detail.
 * Outstanding written and verbal communication skills in English and Gujarati (Hindi proficiency is a plus).
 * High proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and modern collaboration tools.
 * Demonstrated ability to maintain strict confidentiality and exercise high levels of discretion and integrity.
 * Strong problem-solving skills and the ability to work independently, anticipating the needs of the Designated Partner.
 * Must be reliable, professional, and possess a proactive, "can-do" attitude.


Potential Placement

Executive Assistant

Dharmatala

Office Supervisor

Ultadanga

Team Coordinator

Chakkalakkal

Eramallur

Attractive salary
Free food and accomadation


Vision-Sisco Private Limited

Office Assistant

Bagmari

Candidate need to sell Bharti Axa Life Insurance plan.


Bharti Axa Life Insurance Company Limited

Back Office Executive

Rashtrapati Bhavan

Brigadier Hoshiar Singh

Key Responsibilities:
• Schedule and manage meetings, appointments, and travel arrangements. Prioritize meeting requests and ensure executive is well-prepared.
• Draft, review, and manage correspondence, emails, and reports. Act as a gatekeeper for internal and external communication.
• Organize and prepare materials for meetings, take minutes, and follow up on action items.
• Arrange domestic and international travel, accommodations, itineraries, and manage expense reporting.
• Assist in planning, coordinating, and executing special projects and initiatives.
• Handle sensitive information with the highest level of discretion and integrity.
• Maintain files, track documents, and perform general office duties as required.


Marca Coroma Bathtech Private Limited

Dum Dum

Build Contacts With Potential Clients To Create New Business Opportunities Explain The Customers About The Products, Its Features And Benefits Sales Type: B2B Sales HS/ Graduate And Above 
All Genders
Job-Shift 09:00 AM - 06:00 PM | 
6 Days Working

Join us to add value in people’s lives by providing financial awareness and enabling them to meet their life goals. Educate people about benefits of our life insurance plans and smart ways to invest money. In the process, fulfil your own aspirations of creating long lasting wealth. Enjoy being part of a trusted brand and earn lucrative commission, rewards and recognition. Get benefitted from our top-notch training and technology tools that enables you to become a valued insurance and investment solution provider.

Benefits :
Enjoy financial independence
Balance work and family time
Create your own identity
Flexible working hours
Personal & Professional growth

Earning Potential And Rewards At Bajaj Allianz Life InsuranceUnlimited Earning Potential
Determine your own income in the form of commissions on the life insurance policies you sell. Earning potential is truly unlimited since there is no limit capping to on the number of policies you can sell. We offer a lucrative commission structure that ensures regular flow of income for you.
Rewards and Recognition Programs
To honor your productivity and enhance your overall earnings, we conduct various rewards and recognition programs. You may also enjoy the privilege of being a distinguished club member with us, unlocking various benefits linked to your performance.
Our Support
Our dedicated teams keep track of your earnings and ensure timely disbursement. We encourage you to leverage our digital tools and platforms to accomplish maximum selling. We also provide training sessions to know our products and tools.

What will be your Roles and Responsibilities towards Customers?
Understand client’s Life Goals and investment needs.
Recommend products best suitable to their goals and needs.
Complete the sales journey with the help of our digital tools.
Introduce customers to our range of products and services.
Help customers with their policy servicing requests.
Facilitate claims requests to help customers in their hour of need.
Eligibility criteria of becoming a Bajaj Allianz Life Insurance Consultant?Age - 18 years & above
Minimum Qualification - Passed 12th standard or an equivalent examination conducted by a recognised board or institution
Minimum Qualification - Passed 10th standard or equivalent from a recognized board or institution if the applicant resides in a place with a population of less than 5,000.



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Admin / Back Office / Computer Operator Jobs - 2301 Verified Vacancies

Office Associate

Team Executive

Senior Financial Service Manager

CRM Operations Assistant / Executive

Executive Assistant

Office Supervisor

Team Coordinator

Office Assistant

Back Office Executive

Executive Assistant

Insurance Consultant/Retail Partner & Team Leader

Training and Development Manager

Team Leader

Office Clerk

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