Company Description mNivesh is a leading distributor of mutual funds across India, ranking among the top five in Delhi. Established in 2006, the company has built a strong presence in the investment advisory space and actively manages approximately 450–475 Crore of assets under management in mutual funds.
mNivesh offers a diversified range of financial products, including stocks, insurance, fixed deposits, bonds, and debentures, to support wide-ranging investor needs. The organization focuses on helping clients achieve their financial milestones with consistent service quality, regardless of their location.

mNivesh values long-term relationships, professional integrity, and client-centric solutions.

Job Summary:

Responsible for handling customer support after policy issuance, including policy servicing, renewals, claims, and coordination with insurance companies.





Key Responsibilities:

- Handle post-sales customer queries and policy servicing.
- Assist customers with insurance claims and documentation.
- Coordinate with insurance companies/TPAs for claim processing.
- Track and follow up on pending claims and service requests.
- Support policy renewals and endorsements.
- Resolve customer issues and ensure timely service.
- Maintain accurate records and documentation.

Requirements:

- Graduate in any discipline.
- 1–3 years of experience in insurance/customer service preferred.
- Good communication and follow-up skills.
- Basic knowledge of insurance policies and claims.
- Customer-focused and organized.

📌 Client Service Representative, Insurance (Delhi)
🏢 mNivesh
📍 Delhi