Client Servicing & Sales Support Executive (Mutual Funds & Insurance)

1 - 4 years

2 - 3 Lacs

Posted:1 week ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Responsible for joint calls with sales team, KYC completion, MIS reporting, client onboarding support, account servicing, insurance proposal building, trading software demo, query resolution, support sales team in client coordination ,documentation

Required Candidate profile

1–3 years experience in mutual funds, insurance, or financial services. Strong in client servicing, documentation, and operations support for sales team, excellent communication skills, open to travel

Perks and benefits

Rravel expense, Mobile expense, Accident cover EPF

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