Financial Inclusion Project Coordinator (CA Fresher)/ CA Finalist

About the job Job Description: Financial Inclusion Project Coordinator (CA Fresher)/ CA Finalist Location: Indore (Head office) Job Summary: We are seeking a dynamic Chartered Accountant (CA) fresher to join our team for the profile. Project Manager for Insurance & Financial Inclusion project . The primary responsibility of this role is to coordinate activities between the Head Office, Zonal Offices of various banks, insurance & clients .

Key Responsibilities:

1.Coordination with Banks and Insurance Company : ·

Act as a liaison between our organization and the Head Office, Zonal Offices, and Branches of partner banks and insurance company for life as well as general insurance. ·

Facilitate regular meetings and communications to ensure alignment on project goals, timelines, and deliverables. ·

Monitor and report on progress, identifying and addressing any issues or bottlenecks in a timely manner. ·

Build strong working relationships with key stakeholders to foster collaboration and smooth execution of financial inclusion strategies. 2.Project Management: ·

Assist in the planning, execution, and monitoring of financial inclusion projects in alignment with organizational objectives. ·

Ensure compliance with regulatory requirements and internal policies related to financial services and banking operations. ·

Prepare reports, presentations, and documentation as required for internal and external stakeholders. ·

Support in the development and implementation of strategies to enhance financial literacy and inclusion among target communities.

3.Data Analysis and Reporting: ·

Analyze data related to banking and insurance

transactions, customer demographics, and project outcomes to derive actionable insights. ·

Prepare comprehensive reports and dashboards to track project performance and impact. ·

Provide recommendations based on data-driven insights to optimize operational efficiency and effectiveness. 4.Training and Capacity Building: ·

Conduct training sessions for bank staff, subordinates

and BC agents ,POS on insurance product & financial products, services, and operational processes. ·

Support in the development of training modules and materials tailored to the needs of different stakeholders.

Qualifications: ·

Chartered Accountant (CA) certification is mandatory. 0-1years of experience in a similar role or within the financial services sector (freshers are encouraged to apply). ·

Strong understanding of financial products, insurance product , banking operations, and regulatory frameworks. ·

Excellent communication, interpersonal, and negotiation skills. ·

Proven ability to manage multiple stakeholders and prioritize tasks effectively. ·

Proficiency in MS Office Suite (Word, Excel, PowerPoint) and data analysis tools.

Additional Requirements: ·

Willingness to travel as per project requirements. ·

Passion for promoting financial inclusion and empowering underserved communities. ·

Ability to work independently and as part of fast growing industrial environment.

How to Apply:

Interested candidates should submit their resume at 9109997670 or

.