Job Title- Mutual Fund Insurance Advisor Location- Noida Sector-132 Job Responsibilities Manage and track client portfolios across insurance and mutual fund products ensuring consistent performance and growth Address client queries and resolve issues related to app usage fund performance and service support Assist clients with policy renewals premium payments and GST waiver processing in a timely manner Partner with current Asset Management Companies AMCs and insurance providers to broaden product offerings Identify and pursue new business opportunities through both client acquisition and relationship management Handle and process insurance claims travel health and others to ensure smooth and timely settlement Prepare analyze and present portfolio performance reports in Excel offering insights and recommendations to clients 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 Mutual funds and Insurance 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