12 Sep
|
SAVINGS POINT
|
Indore
12 Sep
SAVINGS POINT
Indore
- Process insurance and mutual fund applications and manage related paperwork
- Maintain client records and update them as required
- Handle clients queries related to insurance and mutual fund products, FDs, bonds etc.
- Follow up with clients and insurance/mutual fund companies on pending applications and issues
- Coordinate with the sales team to ensure timely processing of applications
- Generate reports and maintain records of transactions
- Ensure compliance with regulatory requirements and company policies
- Assist in the preparation of audit reports and other regulatory filings
- Perform other administrative duties as assigned
Job Types: Full time, Permanent
Pay: ₹15,000.00 - ₹20,000.00 per month
Language
- Hindi and english (Required)
Work Location: In person
📌 Back Office Executive (Indore)
🏢 SAVINGS POINT
📍 Indore