Job Summary : We are seeking a proactive professional to join our Insurance Operations team. The ideal candidate will be responsible for managing day-to-day operational tasks related to insurance Renewals, claims processing and customer servicing to ensure efficient and accurate execution of insurance processes. Key Responsibilities: Process and manage renewals Provide operational support to claims Process Coordinate with internal teams (sales) Ensure timely and accurate data entry into CRM Assist in claims document collection, Renewal Cheque collection and coordination with the RM’s Quotation Generation & preparation (Excel) Monthly & Daily Report Requirements: Experience: Freshers Proficient in MS Office (Excel, Word) Excellent communication -Preferably Kannada & English Please share your resume at [email protected] Job Types: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Cell phone reimbursement Health insurance Provident Fund Work Location: In person
Job Summary : We are seeking a proactive professional to join our Insurance Operations team. The ideal candidate will be responsible for managing day-to-day operational tasks related to insurance Renewals, claims processing and customer servicing to ensure efficient and accurate execution of insurance processes. Key Responsibilities: Process and manage renewals Provide operational support to claims Process Coordinate with internal teams (sales) Ensure timely and accurate data entry into CRM Assist in claims document collection, Renewal Cheque collection and coordination with the RM’s Quotation Generation & preparation (Excel) Monthly & Daily Report Requirements: Experience: Freshers Proficient in MS Office (Excel, Word) Excellent communication -Preferably Kannada & English Please share your resume at hr@inspireindiafs.com Job Types: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Cell phone reimbursement Health insurance Provident Fund Work Location: In person
The Certified Financial Planner will be responsible for creating, reviewing, and implementing personalized financial plans tailored to new and existing clients. This role requires a comprehensive understanding of financial planning principles, investment strategies, and mutual fund products. The incumbent will conduct financial need analyses, design goal-based investment plans, perform portfolio restructuring, and prepare detailed investment proposals. Proficiency in analytical tools such as Looker Studio , NGEN , and CRM platforms is essential. The ideal candidate will demonstrate strong analytical skills, strategic thinking, and the ability to deliver high-quality financial advice aligned with client objectives. Key Responsibilities: Financial Planning & Analysis Prepare and review comprehensive financial plans for new and existing clients. Conduct Financial Need Analysis (FNA) to assess client goals, risk profiles, and investment capacities. Revise and optimize existing financial plans based on market trends, client life stage changes, and evolving financial objectives. Investment Strategy & Proposal Development Design and implement bucket strategies for retirement planning and financial freedom. Prepare customized investment proposals and portfolio recommendations for HNI/UHNI clients . Restructure client portfolios based on changing financial goals, market performance, and risk appetite. Conduct in-depth fund analysis to identify suitable products based on risk-return parameters and historical performance. Reporting & Data Management Generate NGEN market reports and fund performance analyses, translating data into actionable insights. Create and manage dashboards and visual reports in Google Looker Studio for management and client reviews. Prepare and deliver professional presentations (PPTs) for client meetings, internal reviews, and financial planning discussions. Maintain accurate and compliant financial planning records and documentation. Client Coordination & Support Collaborate with Relationship Managers (RMs) to ensure seamless client onboarding, review meetings, and service delivery. Provide ongoing portfolio review, rebalancing recommendations, and performance tracking support. Ensure high standards of client communication, timely advisory updates, and superior client experience. Required Skills & Competencies: In-depth knowledge of Mutual Funds, Financial Planning, Portfolio Management, Retirement Planning , and investment products. Strong analytical and quantitative skills with the ability to interpret complex financial data. Proficiency in Excel, PowerPoint, Looker Studio, NGEN Software, and CRM tools . Excellent communication, presentation, and client advisory skills . Highly organized, detail-oriented , and capable of managing multiple client portfolios simultaneously. Qualifications: Certified Financial Planner (CFP) designation is mandatory. Bachelor’s or Master’s degree in Finance, Commerce, Economics, or a related field. 3–6 years of experience in financial planning, wealth management, or investment advisory roles (preferred). Job Types: Full-time, Permanent Pay: ₹250,000.00 - ₹600,000.00 per year Benefits: Cell phone reimbursement Health insurance Provident Fund Work Location: In person
Role Overview The Front Desk Executive / Receptionist will be the first point of contact for visitors and callers. The role requires excellent communication skills, a pleasant personality, and the ability to manage multiple tasks efficiently. The candidate should be sincere, well-organised, and customer-service oriented. Key Responsibilities Front Desk Management Greet and welcome visitors in a polite and professional manner. Maintain the reception area, ensuring it is clean, presentable, and equipped with necessary materials. Manage visitor entries, issue visitor passes, and guide guests appropriately. Administrative Support , Coordination & Assistance Support in preparing documents Coordinate with internal departments for any admin-related tasks. Ensure smooth communication flow across teams. Required Skills & Qualifications Graduate or 12th pass with relevant experience. Proven experience as a receptionist, front desk executive, or similar role. Excellent communication skills (verbal & written). Proficiency in MS Office (Word, Excel, Outlook). Pleasant personality and professional appearance. Strong organizational and multitasking abilities. Ability to work sincerely and responsibly. Interested Candidates can share there resume at [email protected] Job Types: Full-time, Permanent Pay: ₹12,000.00 - ₹15,000.00 per month Benefits: Cell phone reimbursement Health insurance Life insurance Provident Fund Work Location: In person
Role Overview: As a Mutual Fund Business Distributors Development professional, your main responsibility is to identify, onboard, and manage relationships with distributors to expand the distribution network for mutual fund products. You will develop and implement strategies to strengthen business partnerships, drive sales, and achieve business growth objectives. Key Responsibilities: - Distributor Network Expansion: - Identify and prospect potential distributors such as financial advisors, banks, and wealth management firms. - Develop and maintain a robust pipeline of potential distributors. - Relationship Management: - Build and nurture strong relationships with existing and new distributors to ensure mutual understanding and satisfaction. - Address distributor queries, concerns, and provide necessary support. - Business Development Strategies: - Develop and implement strategies to attract and engage new distributors based on market trends and business goals. - Collaborate with sales and marketing teams to align distributor development strategies with overall business objectives. - Training and Onboarding: - Provide training and onboarding support to new distributors to ensure thorough understanding of mutual fund products and compliance requirements. - Develop and deliver educational materials and training sessions as needed. - Performance Monitoring: - Establish key performance indicators (KPIs) for distributors and monitor their performance against targets. - Regularly assess distributor relationships" effectiveness and implement corrective actions. - Market Research: - Conduct market research to identify trends, opportunities, and challenges in mutual fund distribution. - Use market insights to adapt distributor development strategies and stay ahead of industry changes. - Compliance and Regulatory Adherence: - Ensure distributors comply with regulatory requirements and company policies. - Work closely with legal and compliance teams to stay informed about industry regulations. - Collaboration with Internal Teams: - Collaborate with internal teams for a cohesive approach to mutual fund distribution. - Communicate effectively across departments to align strategies and goals. - Reporting: - Prepare regular reports on distributor performance, market trends, and relevant metrics. - Provide insights and recommendations based on data analysis. Qualifications and Skills: - Bachelor's degree in finance, business, or related field. - Strong understanding of mutual fund products, financial markets, and regulatory requirements. - Excellent communication, negotiation, and relationship-building skills. - Familiarity with industry trends and market dynamics. Kindly share your resume at hr@inspireindiafs.com Benefits: - Cell phone reimbursement - Health insurance - Provident Fund Work Location: In person,