Insurance & Claims Executive

SPK Finserve

Key Responsibilities🛡️

• Mutual Funds transaction execution and operations related task.
• Insurance Support Coordinate and track insurance policy issuance, renewals, endorsements, and claims.
• Liaise with clients, insurers, and TPAs for claim documentation and query resolution, valuation reports, etc.

💹 Investment Transactions & OperationsSupport execution of investment instructions across mutual funds, bonds, and insurance-linked investments.

• Prepare investment summaries, client trackers, and MIS reports.
• Handle documentation for KYC, FATCA, mandates, and transaction forms.
• Follow up with AMCs and clients for approvals, NAVs, and discrepancies.

Required Skills & Qualifications:

• Educational Background: B.Com / M.Com / BBA / LLB / CS Executive / CA Inter or equivalent.
• Proficiency in MS Excel, Tax/GST portals, and MCA21.
• Ability to multitask and work under deadlines.

Preferred Traits:

• Detail-oriented with a proactive approach.
• Strong ethical grounding and confidentiality.
• Interest in learning across both legal and finance domains.