Customer Care Executive

3 days ago

Vile Parle Mumbai Maharashtra, India Manoj V Jain & Company Full time

**Job Title**: LIC Executive (Chartered Accountant Firm)

Key Responsibilities:

- **LIC Policy Management**:

- Handle the processing and management of LIC policies on behalf of our clients.
- Review and analyze various LIC policy documents, ensuring accuracy and compliance with regulatory standards.
- Assist clients in understanding the terms and conditions of their LIC policies and provide guidance on policy-related queries.
- **Financial Analysis**:

- Conduct financial analysis of LIC policies and their impact on clients' overall financial portfolios.
- Assist in assessing the financial viability and risks associated with different LIC policy options.
- Prepare reports and presentations summarizing the financial implications of LIC policies for clients.
- **Client Management**:

- Serve as a primary point of contact for clients regarding their LIC policies and related financial matters.
- Build and maintain strong relationships with clients, ensuring their satisfaction with our services.
- Address client inquiries and concerns in a timely and professional manner, providing accurate information and solutions.
- **Regulatory Compliance**:

- Stay updated on relevant laws, regulations, and guidelines governing LIC policies and insurance products.
- Ensure compliance with regulatory requirements in all aspects of LIC policy management and client interactions.
- Assist in the preparation of regulatory reports and submissions as required.
- **Team Collaboration**:

- Collaborate with other team members, including financial advisors, accountants, and administrative staff, to deliver comprehensive services to clients.
- Participate in team meetings, training sessions, and knowledge-sharing activities to enhance professional development and collective expertise.

Qualifications and Skills:

- Bachelor's degree in Accounting, Finance, or a related field.
- Chartered Accountant (CA) certification is required.
- Minimum of 2 years of experience in accounting, preferably in a Chartered Accountant firm or financial institution.
- Strong understanding of LIC policies and insurance products.
- Proficiency in financial analysis and reporting.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Attention to detail and strong organizational skills.

Join our team and contribute to providing exceptional financial services to our clients while advancing your career in the field of accounting and insurance.

Pay: ₹10,000.00 - ₹20,000.00 per month

**Benefits**:

- Cell phone reimbursement

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus
- Quarterly bonus
- Shift allowance

Work Location: In person

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