Job Title- Mutual Fund Location- Noida Sector-132 Job Responsibilities Manage and monitor client portfolios across insurance and mutual fund products to ensure optimal performance Handle client queries and resolve complaints related to app usage fund performance and service issues Assist clients with timely renewal of policies premium payments and processing GST waivers Empanel with new Asset Management Companies AMCs and insurance providers to expand product offerings Source new business opportunities through existing client relationships as well as current client acquisitions Manage and initiate insurance claims including travel health and other categories ensuring smooth settlement Prepare analyze and present client portfolio reports in Excel to provide performance reviews and recommendations Job Types Full-time Permanent Pay 35 000 00 - 45 000 00 per month Application Question s How many years of experience do you have in managing client portfolios across mutual funds and insurance products Are you an immediate joiner What is your expected monthly salary Education Bachelor s Required Experience managing mutual fund and insurance portfolios 2 years Required Language English and Hindi Required Location Noida Uttar Pradesh Required Work Location In person

📌 Mutual Fund & Insurance Advisor (Uttar Pradesh)
🏢 super scholar
📍 Uttar Pradesh