Company Description Triveda Broking Pvt Ltd provides premium insurance and financial solutions for clients seeking expert guidance, discretion, and strategic advice. The company focuses on protecting wealth, optimizing risk, and structuring tailored financial solutions across insurance and loan products. Its advisory model centers on understanding individual financial priorities, designing precise solutions, and delivering seamless end-to-end execution.

Triveda emphasizes wealth and risk protection, personalized advisory services, and a priority service experience. The organization builds long-term, trust-based relationships with clients and positions itself as a reliable financial partner.

Role Description The Front Line Manager is a full-time, on-site role based in Mumbai, responsible for leading and coordinating a customer-facing team in delivering high-quality insurance and financial services. The role involves overseeing daily operations, setting performance expectations, and ensuring that service standards and compliance requirements are consistently met.

The Front Line

Manager will guide and support team members, manage workloads, monitor productivity, and resolve operational issues. The role includes training and coaching staff,



facilitating effective communication within the team, and collaborating with senior management to implement process improvements.

The Front Line

Manager will also handle escalated client issues, support sales and service initiatives, and contribute to a robust, professional workplace culture.

Qualifications

- Strong people management and team management skills to lead, motivate, and support front-line staff.
- Proficiency in operations management and day-to-day workflow coordination in a financial or service-oriented environment.
- Clear and professional communication skills, with the ability to handle client interactions and internal collaboration.
- Experience in training, coaching, and developing team members to improve performance and service quality.
- Relevant experience in insurance, financial services, or broking is highly beneficial.
- Ability to work on-site in Mumbai and manage multiple priorities in a fast-paced setting.
- Strong problem-solving skills, attention to detail, and commitment to ethical, compliant practices.
- Bachelor’s degree in Business, Finance, Management, or a related field preferred; equivalent experience will be considered.

📌 Front Line Manager (Mumbai)
🏢 Triveda Broking
📍 Mumbai