Must-Have
Graduate, preferably in Commerce, Finance, or a related field.
Around 2 years of experience in financial services (preferred).
Good written and spoken English communication skills.
Mutual Fund Operations Support
- Help process transactions such as purchases, redemptions, switches, and SIP registrations.
- Prepare and check application forms and supporting documents.
- Track pending items and follow up until they are completed.
- Coordinate with AMCs and registrars (CAMS, KFintech) to resolve queries.
- Keep records and trackers up to date.
Insurance Operations Support
- Support new policy applications and renewals across life, health, and general insurance. Collect and check the documents needed for each case.
- Track policy status and follow up on any pending requirements.
- Assist with claim coordination and paperwork.
- Maintain policy records and renewal reminders.
Admin Operations Support
- Manage filing, documentation, and record-keeping.
- Support scheduling, coordination, and day-to-day correspondence.
- Handle data entry and prepare simple reports and MIS.
- Assist the team with general office and operational tasks.
- Coordinate across the Mutual Fund, Insurance, and Admin teams.
- Make sure tasks are completed accurately and within timelines.
- Keep all client information confidential at all times.
Pay: ₹18,000.00 - ₹20,000.00 per month
Benefits:
- Health insurance
- Life insurance
Education:
Language:
Work Location: In person
