• Process insurance and mutual fund applications and manage related paperwork
• Maintain client records and update them as required
• Handle client queries related to insurance and mutual fund products, FDs, bonds etc.
• Follow up with clients and insurance/mutual fund companies on pending applications and issues
• Coordinate with the sales team to ensure timely processing of applications
• Generate reports and maintain records of transactions
• Ensure compliance with regulatory requirements and company policies
• Assist in the preparation of audit reports and other regulatory filings
• Perform other administrative duties as assigned
Job Types: Full-time, Permanent
Pay: ?8,086.00 - ?22,173.53 per month
Benefits:
• Health insurance
Schedule:
• Day shift
Education:
• Bachelor's (Preferred)
Experience:
• total work: 2 years (Preferred)
Work Location: In person
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