CA/CMA/CFA, 5-8 yrs exp; Investment Mo/Bo-Sr. Manager

  • Mumbai

Job ID : 1918

About Company

One of India’s leading private life insurance companies offers a range of individual and group insurance solutions. The company's product portfolio comprises solutions, which meet various customer needs such as Protection, Pension, Savings, Investment, and Health. The company currently has 37 retail and 8 group products in its portfolio, along with 9 optional riders catering to the savings, investment, protection, and retirement needs of customers thus covering the three key risks of mortality, morbidity, and longevity. It has one of the widest reaches among new insurance companies with about 500 branches in India touching customers in over 900 cities and towns. The company has also established a liaison office in Dubai.

The company has a strong presence in its existing markets with a strong base of Financial Consultants. An Insurance company offering innovative products and services that enable individuals to live a assured life. 

The company's long-stated strategy of a balanced product mix, diversified distribution, continuous product innovation, and re-imagining insurance through effective use of technology has enabled us to continue our journey despite the ever-changing external environment.

The company has been awarded Tech Innovation Awards - Outstanding Product Innovation 

One of the most successful and admired life insurance companies, which means that we are one of the most trusted companies, the easiest to deal with, offer the best value for money, and set the standards in the industry. "The most obvious choice for all'.

Job Description

Job Profile-

To manage Investment Compliance, Investment Risk Management, internal MIS, Investment IRDA reporting and other regulatory reporting.


Investment Compliance

  •  Monitoring of various Investment limits prescribed by IRDAI.
  •  Monitor investment compliance to statutory norms; address auditor queries, improve effectiveness
  •  Present compliance reports in order to ensure adherence to compliance procedures & regulations.
  •  Responsible for Monitoring of various limits specified in Company Investments and Lending Policy.


  •  Extract, analyze and produce meaningful and relevant management information
  •  Present findings to the top management to facilitate decision making.
  •  Responsible for preparations of Investments Committee reports.
  •  Preparation of Fund Fact sheets for Unit Linked Funds

Regulatory reporting

  •  Responsible for accurate and timely reporting of reports to IRDAI (IRDAI quarterly investment returns).
  •  Preparation of ULIP disclosure, TWRR, Mean Yield, Fund Performance, etc
  •  Review the reports generated; Advise on necessary corrections/ amendments in order ensure compliance to processes and procedures.

Portfolio Risk Management

  •  Benchmarking with competition, indices and analyses of the same.
  •  Preparation of performance attribution reports using performance attribution system.
  •  Ensuring compliance to various investment policies like Stop Loss Policy, Voting Policy, Impairment Policy, etc

Education Qualification

  • Qualified CA (Chartered Accountant)
  • Qualified CMA/ ICWA
  • CFA

Job Type

Full Time


  • No. Of Vacancy

  • Offered Salary

    12 - 18 Lac
  • Experience

  • Industry


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