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.
nn Job Summary:
nResponsible for handling customer support after policy issuance, including policy servicing, renewals, claims, and coordination with insurance companies.
n Key Responsibilities:
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- Handle post-sales customer queries and policy servicing.
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- Assist customers with insurance claims and documentation.
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- Coordinate with insurance companies/TPAs for claim processing.
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- Track and follow up on pending claims and service requests.
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- Support policy renewals and endorsements.
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- Resolve customer issues and ensure timely service.
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- Maintain accurate records and documentation.
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n Requirements:
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- Graduate in any discipline.
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- 1–3 years of experience in insurance/customer service preferred.
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- Good communication and follow-up skills.
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- Basic knowledge of insurance policies and claims.
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- Customer-focused and organized.
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📌 Sales Insurance & Claims Executive (New Delhi)
🏢 mNivesh
📍 New Delhi
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