: Roles & Responsibility Check daily data of Sales of all product and software uploads. Renewal Payment remainder to clients and follow-up. Claim registration to settlement follow-up with the company. Be in touch with companies we are working with for quotation and product updates or any other updates. Regular visits to the client\'s place. Follow-up with the client for a given quote. Daily reporting of work before day end. Skills Required Basic knowledge of Mutual Fund and Insurance (General & Life) Basic knowledge of MS Office Basic knowledge of Computer Good communication skills (Gujarati, Hindi & English) Email drafting Good writing skills in English Advance MS Office
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