Must-Have

Graduate, preferably in Commerce, Finance, or a related field.

Around 2 years of experience in financial services (preferred).

Good written and spoken English communication skills.

Mutual Fund Operations Support
Help process transactions such as purchases, redemptions, switches, and SIP registrations.
Prepare and check application forms and supporting documents.
Track pending items and follow up until they are completed.
Coordinate with AMCs and registrars (CAMS, KFintech) to resolve queries.
Keep records and trackers up to date.

Insurance Operations Support
Support recent policy applications and renewals across life, health, and general insurance. Collect and check the documents needed for each case.
Track policy status and follow up on any pending requirements.
Assist with claim coordination and paperwork.




Maintain policy records and renewal reminders.

Admin Operations Support
Manage filing, documentation, and record-keeping.
Support scheduling, coordination, and day-to-day correspondence.
Handle data entry and prepare straightforward reports and MIS.
Assist the team with general office and operational tasks.
Coordinate across the Mutual Fund, Insurance, and Admin teams.
Make sure tasks are completed accurately and within timelines.
Keep all client information confidential at all times.

Pay: ₹18,000.00 - ₹20,000.00 per month

Advantages
Health insurance
Life insurance

Education:
Bachelor's (Required)

Language:
English (Required)

Work Location: In person

📌 Operation Support Thane
🏢 system and solution
📍 Thane