Mutual Fund

1 week ago

Noida, Uttar Pradesh, India Super Scholar Full time ₹ 4,20,000 - ₹ 5,40,000 per year

Job Title- Mutual Fund

Location- Noida, Sector-132

Job Responsibilities

  • Manage and monitor client portfolios across insurance and mutual fund products to ensure optimal performance.
  • Handle client queries and resolve complaints related to app usage, fund performance, and service issues.
  • Assist clients with timely renewal of policies, premium payments, and processing GST waivers.
  • Empanel with new Asset Management Companies (AMCs) and insurance providers to expand product offerings.
  • Source new business opportunities through existing client relationships as well as new client acquisitions.
  • Manage and initiate insurance claims, including travel, health, and other categories, ensuring smooth settlement.
  • Prepare, analyze, and present client portfolio reports in Excel to provide performance reviews and recommendations

Job Types: Full-time, Permanent

Pay: ₹35, ₹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:

  • managing mutual fund and insurance portfolios: 2 years (Required)

Language:

  • English and Hindi (Required)

Location:

  • Noida, Uttar Pradesh (Required)

Work Location: In person

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