Manage and monitor client portfolios across insurance and mutual fund products to ensure optimal performance.
Handle client queries and resolve complaints related to app usage, fund performance, and service issues.
Assist clients with timely renewal of policies, premium payments, and processing GST waivers.
Empanel with new Asset Management Companies (AMCs) and insurance providers to expand product offerings.
Source new business opportunities through existing client relationships as well as new client acquisitions.
Manage and initiate insurance claims, including travel, health, and other categories, ensuring smooth settlement.
Prepare, analyze, and present client portfolio reports in Excel to provide performance reviews and recommendations
Job Types: Full-time, Permanent
Pay: ?35,000.00 - ?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:
managing mutual fund and insurance portfolios: 2 years (Required)
Language:
English and Hindi (Required)
Location:
Noida, Uttar Pradesh (Required)
Work Location: In person
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