Job Description

Experience: 1-3 years

Industry: Mutual Fund Distribution / Insurance / Investment Advisory

Joining: Immediate

Job Summary:

We're seeking a proactive professional to manage Mutual Fund and Insurance sales, client servicing, and investment execution. The role involves handling client portfolios, assisting in new business generation, and ensuring seamless operations.

Key Responsibilities:

Handle Mutual Fund investments, redemptions, and client onboarding.

Advise and execute Life, Health & General Insurance products.

Maintain client data and ensure SEBI / AMFI / IRDAI compliance.

Support branch targets and assist in client coordination & servicing.

Provide basic financial guidance and product awareness.

Requirements:

Graduate (Commerce/Finance preferred)

NISM V-A & IRDA certified (preferred)

Good communication & Excel skills

Perks & Benefits:

Fixed salary + incentives

Exposure to top AMCs & insurance companies

Training & career growth opportunities

Location: Mulund & chembur
share CV on 7710958168

Job Type: Full-time

Pay: ?11,000.00 - ?25,000.00 per month

Benefits:

Cell phone reimbursement Health insurance Paid sick time Provident Fund
Work Location: In person