Mutual Fund Executive

1 day ago

Ahmedabad, India Fixit solutions Full time

Job Description
Mutual Funds Executive
- Responsible for operations in Mutual Funds, Broking & related services
- Responsible for processing new investments and/or any customer services
- Responsible for completing the registration process and paperwork for related investment products and its service
- Responsible for coordinating between clients and the fund house/ broker/ insurer/ AMC’s requirement
- Responsible for timely completing work that’s assigned and following up with respected companies
- Responsible for making presentation in a given format as per the requirement of customer
- Responsible for making transaction on behalf of customer via online / offline mode.

Eligibility Criteria (MF)
- Gender: Male/Female
- Vehicle: Compulsory
- Industry Experience: Preferred
- Skill: Basic Computer Knowledge Compulsory (Advanced Excel Preferred)
- Education: Graduate in any field
- Driving License: Compulsory
- Salary: 15k to 20k

General Insurance (SME) executive
- Responsible for general insurance (SME department - Includes insurances for corporates, factory, etc.)
- Responsible for processing quotations and providing related services
- Responsible for being a bridge between the insurance company and the client, for paperwork, services, and guidance
- Responsible for cross selling and up selling different products
- Responsible for coordinating between clients and the fund house/ broker/ insurer/ AMC’s requirement
- Responsible for timely completing work that’s assigned and following up with respected companies
- Responsible for coordinating claims and related processes as well

Eligibility Criteria (General Insurance Executive (SME))
- Gender: Male/Female
- Vehicle: Compulsory
- Industry Experience: Preferred
- Skill: Basic Computer Knowledge Compulsory (Advanced Excel Preferred)
- Education: Graduate in any field
- Driving License: Compulsory
- Salary: 15k to no bar
- Soft Skills Required: Accurate & Particular880% operation workAnd 20% field work

80% operation work

And 20% field work

**Salary**: ₹15,000.00 - ₹20,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Ahmedabad, Gujarat: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work (preferred)

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