We are looking for a detail-oriented and responsible candidate to handle Insurance & Mutual Fund Operations at our office. The role involves backend processing, client coordination, and maintaining investment records.

- ?️ Key Responsibilities'
- :Handling Mutual Fund transactions (SIP, Lumpsum, Redemption)
- Processing Generate Quotation , proposals ,& policy servicing
- Managing client documentation & KYC updates
- Coordinating with insurance companies & clients
- Maintaining proper records and MIS in Excelwork
- Cross selling from existing customers.

- ? Requirements: Graduate (Commerce preferred)
- Basic knowledge of Mutual Funds / Insurance (preferred)
- Good communication skills (Hindi / English / Marathi)
- Basic computer knowledge (MS Excel, Email)
- Honest, disciplined & willing to learn
- Following up with clients for pending documents
- Assisting in account opening & compliance work

- ? Experience: Minimum 1-3 years experience
- ? Salary:₹20,000 – ₹25,000 (Based on experience)

- ? Working Hours: Monday to Saturday (10 AM – 6:30 PM)

- ? Why Join Us:
- Stable and growing financial services firm
- Learning opportunity in Investments & Insurance
- Friendly work setting
- Career growth opportunities

📌 Senior Customer Services Executive (Mumbai)
🏢 Jamdar Investment
📍 Mumbai