Handle back-office operations and client servicing related to Mutual Funds and Insurance.
Process KYC, onboarding, SIP, Lumpsum, Redemption, Switch, STP, SWP and other transactions.
Coordinate with clients, AMCs, insurance companies and internal teams for smooth processing.
Maintain client records, documentation, transaction details and MIS reports.
Handle client queries related to Mutual Fund transactions, statements, policies and service requests.
Follow up on pending documents, transactions and service requirements.
Support the sales team in client servicing and operational activities.
Identify prospects for cross-selling Mutual Funds, SIPs, Insurance and other financial products to existing clients.




Maintain strong and long-term client relationships.

Requirements
Graduate in B.Com / BBA / MBA / M.Com or relevant field.
NISM Series V-A certification is mandatory.
1–3 years of experience in Mutual Funds, Insurance, Banking, Wealth Management or Financial Services.
Positive communication, follow-up and coordination skills.
Valuable knowledge of MS Excel and office operations.
Knowledge of Mutual Fund/Insurance platforms will be an advantage.

Pay: ₹20,000.00 - ₹28,000.00 per month

Work Location: In person

📌 Relationship Officer Mutual Fund & Insurance Jaipur
🏢 IBWC One
📍 Jaipur