Location- Noida Sector-132 Job Responsibilities Manage and track client portfolios across mutual funds and insurance products ensuring robust performance and alignment with client goals Address client queries and resolve issues related to app usage fund performance and service concerns Support clients with timely policy renewals premium payments and GST waiver processing Collaborate with new AMCs and insurance providers to broaden product offerings Drive business growth through existing client relationships and new client acquisitions Oversee and process insurance claims health travel and other categories to ensure smooth and timely settlements Prepare analyze and present portfolio performance reports in Excel offering insights and recommendations Job Types Full-time Permanent Pay 40 000 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 fund Insurance 2 years Required Language English and Hindi Required Location Noida Uttar Pradesh Required Work Location In person Speak with the employer 91 (phone hidden)

📌 Client Relationship Manager- Mutual Fund & Insurance (Uttar Pradesh)
🏢 super scholar
📍 Uttar Pradesh