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Bank Of America Team Developer 
India, Haryana, Gurugram District 
384885475

28.06.2024

Responsibilities*

• Preparing correspondence letters for the clients

• Researching client/prospect information for newer business opportunities

• Liaison with US insurance companies to obtain illustrations on client policies

• Other responsibilities would involve need based interaction with our onshore business partners or Line of Business.

• Ensure to adhere to predefined parameters in terms of quality and timeliness of work

• Expected to actively participate in key process improvement/operational initiatives

Requirements*

Graduate / Postgraduate

Certifications If Any

Experience Range*

3-5 years prior experience in financial industry, preferably in wealth management, investments, insurance

Foundational skills*

  • Knowledge of Wealth Management preferably Trust Operations
  • Good verbal and written communication skills

Desired skills

  • Proficient in MS Office - Advance Excel knowledge is essential for the role
  • Organized and able to multi-task in a fast-paced environment

Work Timings*

11:30 To 20:30