Job Description

About Us:

We are a fast-growing mutual fund and insurance advisory business focused on providing goal-based financial solutions to individuals and families. Our mission is to build financial security for our clients with trust, clarity, and discipline.

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Job Responsibilities:

Handling day-to-day back-office operations for mutual fund and insurance clients

Processing SIP/STP/SWP/Redemption/Insurance forms and ensuring timely submissions

Coordinating with AMCs, insurance companies, and clients for KYC, documentation, and follow-ups

Managing client data, MIS reports, and maintaining systematic records

Supporting in preparing investment summaries, policy schedules, and reports

Handling client servicing calls and responding to routine queries

Sending timely reminders for renewals, SIPs, insurance premiums, etc.

Assisting in organizing client campaigns, meetings, and follow-up tasks

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Candidate Profile:

Female candidate preferred

Graduate (B.Com, BBA, or similar background preferred)

Basic knowledge of mutual funds and insurance is an advantage

Comfortable with MS Excel, Word, and email communication

Good communication skills in Gujarati, Hindi, and English

Detail-oriented, punctual, and responsible

Willing to learn and grow with the business

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Benefits:

Flexible work timings

Learning opportunities in the financial industry

Supportive and professional work environment

Performance-based incentives

Job Types: Full-time, Permanent

Pay: ?12,000.00 - ?15,000.00 per month

Schedule:

Day shift
Supplemental Pay:

Commission pay Overtime pay Performance bonus Quarterly bonus Yearly bonus
Work Location: In person