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Career Opportunity

Investment and Insurance Sales Surveillance

  • Primary Location: Indonesia,Jawa,Jakarta
  • Education: Bachelor's Degree
  • Job Function: Compliance and Control
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 19007460

Description


Role & Responsibility:

  • Generating monthly alerts report of the investment and insurance sales surveillance
  • Communicating the identified alerts to respective sales supervisors and to get feedback of the assessment and justification on the transactions
  • Performing investigation on the identified alerts by validating justifications made by sales supervisor against market data, customers’ transaction history and trend data, sales activities history and trend data, and other relevant data/information 
  • Performing post transactions call monitoring and random call back on sample basis
  • Documenting the review evidences as an audit trail and escalating identified exceptional findings

Requirement:

  • Having strong logical and analytical skill
  • Proficient in using Microsoft Excel in data analysis and reporting
  • Assertive and having good communication skill
  • Fast learner and result oriented. Having working experience in capital market/investment/insurance and sales activities will be good
  • Having working experience in capital market/investment/insurance and sales activities will be good

Qualifications


Role & Responsibility:

  • Generating monthly alerts report of the investment and insurance sales surveillance
  • Communicating the identified alerts to respective sales supervisors and to get feedback of the assessment and justification on the transactions
  • Performing investigation on the identified alerts by validating justifications made by sales supervisor against market data, customers’ transaction history and trend data, sales activities history and trend data, and other relevant data/information 
  • Performing post transactions call monitoring and random call back on sample basis
  • Documenting the review evidences as an audit trail and escalating identified exceptional findings

Requirement:

  • Having strong logical and analytical skill
  • Proficient in using Microsoft Excel in data analysis and reporting
  • Assertive and having good communication skill
  • Fast learner and result oriented. Having working experience in capital market/investment/insurance and sales activities will be good
  • Having working experience in capital market/investment/insurance and sales activities will be good