Back Office (insurance & Mutual Fund)
Year Ahmedabad, Gujarat, India
Job Description
Opening: 1 Nos.
Job ID: 69154
Employment Type: Full Time
Reference:
Work Experience: 3.0 Year(s) To 4.0 Year(s)
CTC Salary: 2.40 LPA TO 3.60 LPA
Function: Admin/Secretarial/Front Office
Industry: Banking/Financial Services
Location:
- Ahmedabad
:
Position Overview:The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the operational and administrative functions of an insurance and mutual fund company. This role involves managing and processing various financial transactions, ensuring accuracy and compliance with regulations, and providing excellent customer service to clients and partners. Responsibilities:
- Process and validate insurance policy applications, claims, and endorsements accurately and efficiently. Execute mutual fund transactions, including purchases, redemptions, switches, and transfers, following established procedures. Verify and validate all transaction-related documentation for completeness and accuracy.
- Maintain organized and up-to-date records of insurance policies and mutual fund transactions.
- Create, update, and manage electronic and physical files for clients and transactions. Ensure compliance with document retention policies and regulations.
Client Information
Key Skills :
- Claims Processing
- Insurance Underwriting
- Document
- Record Keeping
- Mutual Fund
- Back Office
Company Profile
- - - Services Private Limited is a Private incorporated on 16 December 2013. It is classified as Non-govt company and is registered at Registrar of Companies, Ahmedabad. Its authorized share capital is Rs. 100,000 and its paid up capital is Rs. 100,000. It is inolved in Legal, accounting, book-keeping and auditing activities; tax consultancy; market research and public opinion polling; business and management consultancy
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Job Detail
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Job IdJD3177173
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationAhmedabad, Gujarat, India
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EducationNot mentioned
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ExperienceYear