Job description Insurance and Mutual Fund Operations Executive Location Office No 11 1st Floor Sagar Plaza Residency M G Road Ghatkopar W Mumbai - 400086 Gender preference Male Language Preference Hindi Fluent English Working knowledge Location Preference We prefer candidates from Thane to Dadar Employer Winsure Financial Investment Type Full time About the Role Key Responsibilities Form filling and submission Work on PC Cheque collection and deposit Visiting clients place and completing documentary formalities and collections Handle client objections and timely resolve queries with empathy and clarity Maintain follow-up discipline Who Should Apply Open to all preferably young from age 20 to 35 Decent communication skills and confidence in speaking Hindi and English Should be a team player with a client-first attitude Able to build long-term trust with clients Why join Winsure Financial Investment A performance-driven culture with no hard-selling pressure Training mentorship directly from experienced AMFI-registered advisors Opportunity to grow within the organisation Exposure to financial planning of over 7000 families for Mutual Funds Health Insurance and Life Insurance and real success stories Job Types Full-time Permanent Fresher Pay 180 000 00 - 200 000 00 per year Work Location In person

📌 Operations Executive (Maharashtra)
🏢 Winsure Financial Planners
📍 Maharashtra