Job Title: Associate Service Consultant – Investment (CRT Underwriting)
Work Location: Gurgaon
Compensation: 3 LPA – 4.5 LPA + Performance Incentives
Role Overview
The Associate Service Consultant – Investment (CRT Underwriting) will be responsible for managing underwriting and investment servicing operations, reviewing customer documentation, and ensuring compliance with company and regulatory guidelines. The role requires robust analytical abilities, attention to detail, and effective coordination with internal stakeholders to ensure smooth and accurate case processing.
The candidate will play a key role in customer verification, underwriting support, documentation review, and service operations within the investment and insurance domain.
Key Responsibilities
Review and process underwriting and investment-related cases in accordance with company policies and operational guidelines
Verify customer documentation and ensure compliance with KYC and AML standards
Assess customer profiles and identify underwriting-related risks or discrepancies




Coordinate with internal departments and support teams for case resolution and process completion
Maintain accuracy and quality in underwriting decisions and documentation review
Handle service requests and operational queries related to investment and underwriting processes
Ensure timely turnaround of assigned cases while maintaining service quality standards
Escalate critical issues, discrepancies, or non-compliance cases to the appropriate stakeholders
Support process improvement initiatives to enhance operational efficiency and customer experience
Required Skills & Competencies
Strong analytical and problem-solving skills
Good understanding of underwriting, investment servicing, and operational processes
Excellent attention to detail and accuracy
Effective verbal and written communication skills
Ability to work in a rapid-paced and target-driven setting
Strong coordination and stakeholder mana

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