. This role is ideal for individuals with a strong understanding of mutual funds and health Insurance, looking to grow in a dynamic, multi-disciplinary environment.
Key Responsibilities
Mutual Funds transaction execution and operations related task.
Insurance Support Coordinate and track insurance policy issuance, renewals, endorsements, and claims.
Liaise with clients, insurers, and TPAs for claim documentation and query resolution, valuation reports, etc.
Investment Transactions & OperationsSupport execution of investment instructions across mutual funds, bonds, and insurance-linked investments.
Prepare investment summaries, client trackers, and MIS reports.
Handle documentation for KYC, FATCA, mandates, and transaction forms.
Follow up with AMCs and clients for approvals, NAVs, and discrepancies.
Required Skills & Qualifications:
Educational Background: B.Com / M.Com / BBA / LLB / CS Executive / CA Inter or equivalent.
Proficiency in MS Excel, Tax/GST portals, and MCA21.
Ability to multitask and work under deadlines.
Preferred Traits:
Detail-oriented with a proactive approach.
Strong ethical grounding and confidentiality.
Interest in learning across both legal and finance domains.
Why Join SPK Finserve?
Work in a cross-functional role with exposure to both legal and financial domains.
Mentorship by senior professionals in law, tax, and finance.
Growth-oriented environment with opportunities to take on higher responsibilities.
How to Apply:
Please send your resume with the subject line "Application for Income Tax and Legal Associate - [Your Name]" to: