Finhaat – a unique financial services distribution platform catering to the distinctive needs of financially underserved population – the Emerging Indians. Our journey started with the belief that all individuals should be equipped to manage their financial health with ease and confidence. This will be possible only when they have an easy access to solutions that are in line with their financial goals.
Suraksha – Protection from Financial Shocks
Suvidha – Easy access to curated financial services
Samriddhi – Trusted Partner for overall financial prosperity
Finhaat has been created as a marketplace for financial services distribution that seeks to connect the customer to the solution provider through an innovative financial service distribution model.
Finhaat gives the right individual with an environment of immense growth depending on its capability and performance.
Experience in an insurance broking firm is highly preferred.
Solid understanding of affinity insurance products.
Job Summary
The Assistant Manager – Operations (Institutional Insurance) is responsible for supporting the day-to-day operations of the Institutional Insurance business by ensuring seamless policy administration, timely client servicing, coordination with insurers, and compliance with regulatory and internal operational standards. The role works closely with Relationship Managers, insurers, and internal teams to deliver efficient service to corporate and institutional clients while contributing to process improvements and operational excellence.
Key Responsibilities
Policy Administration
Manage the end-to-end policy lifecycle, including quotations, policy issuance, endorsements, renewals, cancellations, and documentation.
Review policy schedules and ensure accuracy before dispatch to clients.
Maintain policy records and
📌 Asst. Manager (Mumbai)
🏢 Finhaat
📍 Mumbai
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