to support our financial services business, which includes
mutual funds, insurance, investment advisory
and advisors
.
The role involves handling day-to-day operations, maintaining accurate MIS reports, and ensuring excellent service to our clients. You will coordinate with clients, AMCs, insurance companies, and internal teams to ensure smooth processing of transactions, documentation, and follow-ups.
Key Responsibilities:
Maintain and update
MIS reports
on investments, client portfolios, and transactions.
Handle client servicing tasks - onboarding, documentation, queries, and follow-ups.
Coordinate with AMCs, insurance partners, and back-office platforms for transaction processing.
Prepare reports and presentations for client review meetings.
Manage basic compliance and data accuracy across records.
Requirements:
Graduate
in any discipline.
Fluent in English
- both spoken and written.
Good knowledge of
Excel, Word, and PowerPoint
.
Comfortable working on financial portals and CRM tools.
Prior experience in
mutual funds / insurance / wealth management
is preferred.
Skills Desired:
Strong communication and coordination skills.
Attention to detail with the ability to manage multiple tasks.
Client-first approach with a proactive mindset.
Job Types: Full-time, Permanent
Pay: ₹20,000.00 - ₹30,000.00 per month
Benefits:
Cell phone reimbursement
Paid sick time
Work Location: In person