Customer Service Assistant

1 years

1 - 0 Lacs

Posted:1 day ago| Platform: SimplyHired logo

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Work Mode

On-site

Job Type

Full Time

Job Description

  • 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: ₹12,034.36 - ₹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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