Mutual Fund

21 hours ago

Noida Uttar Pradesh, India Super Scholar Full time

**Job Title
- Mutual Fund & Insurance Advisor**

**Location
- Noida, Sector-132**

**Responsibilities**:

- Manage and track client portfolios across **insurance and mutual fund products**, ensuring consistent performance and growth.
- Address client queries and resolve issues related to **app usage, fund performance, and service support**.
- Assist clients with **policy renewals, premium payments, and GST waiver processing** in a timely manner.
- Partner with new **Asset Management Companies (AMCs)** and insurance providers to broaden product offerings.
- Identify and pursue **new business opportunities** through both client acquisition and relationship management.
- Handle and process **insurance claims** (travel, health, and others) to ensure smooth and timely settlement.
- Prepare, analyze, and present **portfolio performance reports in Excel**, offering insights and recommendations to clients.

**Job Types**: Full-time, Permanent

Pay: ₹35,000.00 - ₹45,000.00 per month

Application Question(s):

- How many years of experience do you have in managing client portfolios across mutual funds and insurance products?
- Are you an immediate joiner?
- What is your expected monthly salary?

**Education**:

- Bachelor's (required)

**Experience**:

- Mutual funds and Insurance: 2 years (required)

**Language**:

- English and Hindi (required)

**Location**:

- Noida, Uttar Pradesh (required)

Work Location: In person

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