We are looking for a Tele sales ( for Banking insurance department ) to join our team at Oro Engineers And Consultants. The role involves managing and updating information accurately and efficiently, supporting key data management processes, and performing various administrative tasks. The position offers ₹22000 - ₹25000 and opportunities for growth.
Key Responsibilities:
Banking Operations:
Manage day-to-day banking activities including deposits, withdrawals, account reconciliations, and fund transfers.
Coordinate with banks for loans, credit facilities, and other financial requirements.
Maintain records of all banking transactions and ensure timely reporting.
Handle documentation for opening/closing of accounts and bank-related queries.
Support treasury management and cash flow planning.
Insurance Operations:
Assess and manage company’s insurance needs (asset, employee, health, and liability insurance).
Coordinate with insurance companies for policy issuance, renewals, and claims settlement.
Maintain updated records of insurance policies, premiums, and coverage.
Evaluate risk exposures and recommend suitable insurance coverage.
Assist employees in understanding insurance benefits and claim processes (if applicable).
Compliance & Reporting:
Ensure all banking and insurance activities comply with statutory regulations and company policies.
Prepare MIS reports on banking transactions, outstanding loans, and insurance coverage.
Liaise with auditors, regulators, and financial institutions as required.
Skills & Competencies:
Strong knowledge of banking procedures and insurance products.
Attention to detail and accuracy in financial documentation.
Good negotiation and communication skills.
Analytical ability for risk assessment and financial planning.
Proficiency in MS Office (Excel, Word, PowerPoint) and accounting software.
Qualifications & Experience:
Bachelor’s/Master’s degree in Finance, Commerce, Business Administration, or related field.
0.6 M–5 years of experience in banking, insurance, or financial operations (depending on role seniority).
Knowledge of regulatory compliance in banking and insurance sector.
Key Attributes:
Integrity and confidentiality in handling financial information.
Ability to work independently and as part of a team.
Problem-solving approach with quick decision-making ability.