INVESTSEARCH

Key Responsibilities: 1. Operations Management: Account Management: Handle customer account operations, including KYC (Know Your Customer) verification, account opening/closing, and updates. Transaction Processing: Ensure timely and accurate processing of financial transactions (e.g., fund transfers, SIP registrations, redemption requests). Compliance: Adhere…

Key Responsibilities Policy Support: Assist in preparing insurance proposals, policy documents, and renewals. Process client applications and update records in the database. Underwriting Assistance: Gather and verify client data (e.g., medical reports, property details). Help senior underwriters assess risks and…