Job Description

Job Title- Mutual Fund & Insurance Advisor

Location- Noida, Sector-132

Job Responsibilities

Manage and track client portfolios across

insurance and mutual fund products

, ensuring consistent performance and growth. Address client queries and resolve issues related to

app usage, fund performance, and service support

. Assist clients with

policy renewals, premium payments, and GST waiver processing

in a timely manner. Partner with new

Asset Management Companies (AMCs)

and insurance providers to broaden product offerings. Identify and pursue

new business opportunities

through both client acquisition and relationship management. Handle and process

insurance claims

(travel, health, and others) to ensure smooth and timely settlement. Prepare, analyze, and present

portfolio performance reports in Excel

, offering insights and recommendations to clients.
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:

Mutual funds and Insurance: 2 years (Required)
Language:

English and Hindi (Required)
Location:

Noida, Uttar Pradesh (Required)
Work Location: In person