Insurance & Claims Executive

2 days ago


Rajarhat West Bengal, India SPK Finserve Private Limited Full time ₹ 15,00,000 - ₹ 28,00,000 per year

SPK Finserve
 is seeking a skilled and detail-oriented 
Backoffice Executive
 to support core functions spanning primariy in 
Investments and Insurance
. This role is ideal for individuals with a strong understanding of mutual funds and health Insurance, looking to grow in a dynamic, multi-disciplinary environment.

Key Responsibilities

  • Mutual Funds transaction execution and operations related task.
  • Insurance Support Coordinate and track insurance policy issuance, renewals, endorsements, and claims.
  • Liaise with clients, insurers, and TPAs for claim documentation and query resolution, valuation reports, etc.

Investment Transactions & OperationsSupport execution of investment instructions across mutual funds, bonds, and insurance-linked investments.

  • Prepare investment summaries, client trackers, and MIS reports.
  • Handle documentation for KYC, FATCA, mandates, and transaction forms.
  • Follow up with AMCs and clients for approvals, NAVs, and discrepancies.

Required Skills & Qualifications:

  • Educational Background: B.Com / M.Com / BBA / LLB / CS Executive / CA Inter or equivalent.
  • Proficiency in MS Excel, Tax/GST portals, and MCA21.
  • Ability to multitask and work under deadlines.

Preferred Traits:

  • Detail-oriented with a proactive approach.
  • Strong ethical grounding and confidentiality.
  • Interest in learning across both legal and finance domains.

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