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 (India)
🏢 SAVINGS POINT
📍 India
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