Operations Executive
2 weeks ago
- Key Responsibilities
- Handle day-to-day operations for mutual funds, insurance, and investment portfolios.
- Assist in new policy issuance, renewals, and claims coordination for life, health, and general insurance.
- Manage client documentation, data entry, and record maintenance with accuracy.
- Coordinate with internal teams and AMCs/insurance companies for policy and investment updates.
- Track investments, generate portfolio reports, and assist in investor servicing.
- Respond to client operational queries via phone, email, and CRM system.
- Ensure compliance with SEBI, AMFI, and IRDAI guidelines in all processes.
- Support Relationship Managers and Advisors with timely execution and back-office tasks.
Job Types: Full-time, Permanent, Fresher
Pay: ₹12, ₹31,931.42 per month
Education:
- Bachelor's (Preferred)
Experience:
- Back office: 1 year (Preferred)
- Client Management: 1 year (Preferred)
Language:
- English, Hindi (Preferred)
Location:
- Gurgram, Haryana (Preferred)
Work Location: In person
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