Insurance, Investments, and financial services operations.
This role offers
4-6 month rotational training
across all departments, enabling the candidate to learn:
Health Insurance Claims
Health & General Insurance Renewals & Policy Issuance
Life Insurance Servicing & New Business
Investment & Wealth Products (Mutual Funds, Equity, FDs, Bonds, PMS, AIFs)
Data Management, KYC, Documentation & Compliance
Candidates will become
multi-skilled
, capable of handling any profile independently.
Mandatory Skills
Proficient in English reading & writing
Good communication in Hindi
Strong learning ability & willingness to work across different teams
Basic computer skills: MS Excel, Email, Google Drive
Punctual, disciplined & ethical
Preferred (Add-on) Skills--Not Mandatory
Knowledge of insurance products or mutual funds
Experience with ChatGPT or AI tools
Advanced Excel skills
Good customer service attitude
Analytical skills
Key Responsibilities
Managing policy servicing, claims, documentation & follow-ups
Learning and supporting different departments during rotation
Handling data entry, verification, sorting & cloud-based software
Coordinating with clients, insurance company RMs, TPAs & brokers
Maintaining trackers & updating daily logs
Supporting wealth products: account opening, KYC, submissions
Who Should Apply
Freshers who want long-term learning & growth in
financial services and
prefer
multi-profile exposure
instead of repetitive work.
Job Types: Full-time, Permanent, Fresher
Pay: ?15,000.00 - ?18,000.00 per month
Benefits:
Leave encashment
Paid sick time
Education:
Bachelor's (Required)
Language:
Hindi (Required)
Work Location: In person
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