Job Description

Key Responsibilities

• Insurance Product Integration :
• Provide support to financial advisors, insurance agents, and clients on the integration of insurance products with mutual funds.
• Assist with the design and implementation of insurance-linked mutual fund offerings, such as variable life insurance (VLI) or indexed universal life (IUL) policies.
• Collaborate with product managers to ensure that insurance offerings align with mutual fund investment strategies.
• Client Support :
• Handle client inquiries related to insurance policies linked to mutual funds.
• Assist clients with policy changes, claim inquiries, and resolve issues related to the insurance products within mutual fund portfolios.
• Provide guidance on insurance premiums, coverage options, and the impact of mutual fund performance on policy values.
• Compliance and Regulatory Support :
• Monitor and ensure compliance with insurance industry regulations and mutual fund investment rules.
• Prepare documentation and reports for audits, regulatory filings, and internal controls to ensure that insurance practices related to mutual funds remain in line with legal standards.
• Investment Reporting :
• Support the preparation of periodic investment reports for insurance products within mutual funds.
• Help generate performance reports, including analysis of mutual fund returns, insurance product growth, and any relevant market trends.
• Ensure timely delivery of reports to clients and internal stakeholders.
• Administrative Support :
• Process transactions related to insurance and mutual fund interactions (e.g., premium payments, claims processing, policy changes).
• Maintain accurate records of client interactions, transaction history, and insurance-related data.
• Assist with onboarding new clients and maintaining client files.
• Training and Knowledge Management :
• Stay updated on industry trends, product offerings, and regulatory changes regarding insurance and mutual funds.
• Support the creation of training materials and participate in educating internal teams on insurance and mutual fund products.
• Assist in developing customer-facing FAQs and other documentation.

Skills & Qualifications

• Bachelor's degree in Finance, Business, or related field (preferred).
• Experience in the insurance or mutual fund industries (minimum 2-3 years preferred).
• Strong understanding of insurance products, such as life insurance, annuities, and their relationship with mutual funds.
• Familiarity with investment and financial markets, particularly mutual funds and insurance products.
• Knowledge of regulatory requirements in the insurance and investment sectors.
• Excellent communication and interpersonal skills

Contact details,
Komal - 8850592881
hr@abchlor.com

Job Types: Full-time, Permanent

Pay: ?8,979.64 - ?25,000.00 per month

Benefits:

• Health insurance
• Provident Fund

Schedule:

• Day shift
• Monday to Friday
• Morning shift

Supplemental Pay:

• Yearly bonus

Experience:

• total work: 2 years (Required)

Work Location: In person

Speak with the employer
+91 8850592881