Assist in / Handle due diligence work and the preparation of marketing materials, research materials and transactional documents and other documentation incidental to the execution of transactions Assist in / Handle liaising and dealing with clients, professional parties, regulators and other business and support unit Assist in the provision of advice on transactions regarding valuation, structuring, financial, regulatory and business aspects of them Assist in / Handle the execution of transactions Provide other marketing, research, transactional and administrative support generally Provide corporate finance, M&A, advisory services, and such transactions support services as financial due diligence, valuation and analysis of funding approaches.
University Degree or above plus professional qualifications such as CFA, FRM or CPA 4 years related experience in Corporate Advisory / Corporate Finance or M&A Familiar with corporate finance, quantitative finance, financial market conditions and understand financial market-related laws and regulations Team-player, energetic and able to work under tight deadlines and in dynamic environment Fluent in spoken and written English and Chinese
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases