Finance Executive

Job Title: Finance Executive – Life Insurance, Mutual Funds & Health Insurance

Location: Raipur / Raigarh, Chhattisgarh
Job Type: Full-Time
Company: Motwani Finserve (Since 1967 – Personal Financial Planning Specialists)

About Us

Motwani Finserve is a legacy-driven financial services firm with over 55 years of expertise in Personal Financial Planning. We specialize in Life Insurance, Health Insurance, and Mutual Funds, helping families and individuals secure their future with customized financial solutions. We are looking for motivated and client-focused Finance Executives to join our growing team.

Key Responsibilities-

• Operational Support
• Assist clients with application forms, KYC, documentation, and policy issuance.
• Ensure timely renewal follow-ups for insurance and SIPs.
• Coordinate with insurance companies, AMCs, and service partners for policy servicing and issue resolution.
• Compliance & Reporting
• Maintain accurate client data, sales records, and MIS reports.
• Ensure adherence to regulatory guidelines (IRDAI, SEBI, AMFI).
• Maintain confidentiality and professionalism in all client interactions.

Commitments Expected from the Executive

• Dedication to achieving monthly business targets.
• Professional ethics and 100% transparency in financial advisory.
• Timely client servicing and responsiveness.
• Willingness to attend training sessions for product knowledge and compliance updates.
• Maintaining long-term trust and relationship with clients.

Qualifications & Skills

• Graduate in Commerce / Finance / Business Administration (MBA preferred).
• 0–3 years of experience in Financial Services / Insurance / Mutual Funds (Freshers with strong communication skills may apply).
• Strong communication, presentation, and interpersonal skills.
• Basic knowledge of MS Office (Excel, Word, PowerPoint) and digital tools.
• Passion for financial planning and client servicing.

What We Offer

• Attractive salary with performance-based incentives.
• Structured training and certifications (IRDAI, AMFI, NISM support if required).
• Growth opportunities within a reputed financial planning firm.
• Exposure to diverse financial products and client portfolios.

How to Apply:
Send your CV to motwanifinserve@gmail.com or WhatsApp at +91-9977082182.
You may also apply directly via Indeed.

Job Type: Full-time

Pay: ₹12,000.00 - ₹15,000.00 per month

Benefits:

• Cell phone reimbursement

Ability to commute/relocate:

• Avanti Vihar, Raipur, Chhattisgarh: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Operations: 1 year (Preferred)
• total work: 1 year (Preferred)

Work Location: In person