Client Servicing & Sales Support Executive (Mutual Funds & Insurance) Talent Corner Hr Services

1.0 - 4.0 years

2 - 3 Lacs

dombivli

Work from Office

Responsible for joint calls with sales team, KYC completion, MIS reporting, client onboarding support, account servicing, insurance proposal building, trading software demo, query resolution, support sales team in client coordination ,documentation Required Candidate profile 1–3 years experience in mutual funds, insurance, or financial services. Strong in client servicing, documentation, and operations support for sales team, excellent communication skills, open to travel Perks and benefits Rravel expense, Mobile expense, Accident cover EPF

Posted 1 month ago

AI Match Score

Apply

SR.Officer(Insurance Operations) Derive Management Solutions Pvt Ltd

2.0 - 7.0 years

4 - 5 Lacs

gurugram

Work from Office

You will have the responsibility of taking complete ownership of post payment cases assigned to you and to ensure smooth customer experience.

Posted 2 months ago

AI Match Score

Apply

CRO Nucleus Financial Services

1.0 - 5.0 years

0 Lacs

faridabad, haryana

On-site

The ideal candidate should possess experience in mutual fund/insurance operation work along with basic computer knowledge. Preference will be given to female applicants.,

Posted 3 months ago

AI Match Score

Apply

Operations Executive Visit Health

0.0 - 2.0 years

1 - 2 Lacs

Noida, Bengaluru

Work from Office

Visit Health Operation-Associate Freshers and Experience 6Month - 01 Year Location- Bangalore/Noida Position Summary (Comprehensive summary of what the job exists to accomplish) 1. Medical Appointments Scheduling 2. To update medical status in the system -Show/ No- Show 3. Medical Report Follow-up from the Diagnostic Centres 4. Quality Check & Report Uploading 5. Grievance Handling Key Accountabilities (A collection of duties and/or responsibilities)) 6. To schedule the medical appointments of Insurance and Corporate customers. 7. To send daily Show/ No- Show updates to HO 8. To reschedule No- Show appointments of insurance customers as per date and time communicated by the Advisor 9. Daily ...

Posted 3 months ago

AI Match Score

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.