Back Office – Mutual Fund & Insurance (Salient Points) Client onboarding & CKYC processing Execution support for MF transactions : Purchase, Redemption, Switch, SIP/STP/SWP, Mandates Handling service requests : bank/nominee change, folio consolidation, transmission Renewal tracking , premium reminders, lapse & revival support Claims assistance support (documentation & follow-ups) Client communication via call, WhatsApp & email Accurate data entry, documentation & record management Proficiency in Excel/Google Sheets for reporting Strong attention to detail, follow-up discipline & process orientation Job Type: Full-time Pay: From ₹10,000.00 per month Benefits: Flexible schedule Health insurance Work from home Work Location: In person
Back Office – Mutual Fund & Insurance (Salient Points) Client onboarding & CKYC processing Execution support for MF transactions : Purchase, Redemption, Switch, SIP/STP/SWP, Mandates Handling service requests : bank/nominee change, folio consolidation, transmission Renewal tracking , premium reminders, lapse & revival support Claims assistance support (documentation & follow-ups) Client communication via call, WhatsApp & email Accurate data entry, documentation & record management Proficiency in Excel/Google Sheets for reporting Strong attention to detail, follow-up discipline & process orientation Job Type: Full-time Pay: From ₹10,000.00 per month Benefits: Flexible schedule Health insurance Work from home Work Location: In person