mutual funds, insurance, and investment portfolios
.
Assist in
new policy issuance
,
renewals
, and
claims coordination
for life, health, and general insurance.
Manage
client documentation
, data entry, and record maintenance with accuracy.
Coordinate with internal teams and AMCs/insurance companies for policy and investment updates.
Track investments, generate portfolio reports, and assist in investor servicing.
Respond to client operational queries via phone, email, and CRM system.
Ensure compliance with SEBI, AMFI, and IRDAI guidelines in all processes.
Support Relationship Managers and Advisors with timely execution and back-office tasks.
Job Types: Full-time, Permanent, Fresher
Pay: ₹12,034.36 - ₹31,931.42 per month
Education:
Bachelor's (Preferred)
Experience:
Back office: 1 year (Preferred)
Client Management: 1 year (Preferred)
Language:
English, Hindi (Preferred)
Location:
Gurgram, Haryana (Preferred)
Work Location: In person
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