Manage and track client portfolios across mutual funds and insurance products, ensuring strong performance and alignment with client goals.
Address client queries and resolve issues related to app usage, fund performance, and service concerns.
Support clients with timely policy renewals, premium payments, and GST waiver processing.
Collaborate with new AMCs and insurance providers to broaden product offerings.
Drive business growth through existing client relationships and new client acquisitions.
Oversee and process insurance claims (health, travel, and other categories) to ensure smooth and timely settlements.
Prepare, analyze, and present portfolio performance reports in Excel, offering insights and recommendations.
Job Types: Full-time, Permanent
Pay: ₹40,000.00 - ₹45,000.00 per month
Application Question(s):
How many years of experience do you have in managing client portfolios across mutual funds and insurance products?
Are you an immediate joiner?
What is your expected monthly salary?
Education:
Bachelor's (Required)
Experience:
Mutual fund & Insurance: 2 years (Required)
Language:
English and Hindi (Required)
Location:
Noida, Uttar Pradesh (Required)
Work Location: In person
Speak with the employer
+91 8081474172
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