Job Title: Financial Products, Insurance, and Banking Operations Specialist Location: Goregaon West Job Type: Full-Time Responsibilities:Mutual Funds and Stocks: Manage account opening processes and transactions for mutual funds and stocks. Maintain and update records both online and offline on company websites and software such as Wealth Magic. Fixed Deposits, Bonds, and Loans: Prepare and submit new applications for fixed deposits, bonds, and loans, ensuring all documentation is complete and compliant with regulatory requirements. Banking Operations: Manage bank-related tasks, including deposits, withdrawals, and account reconciliations. Maintain accurate records of commission statements and ensure proper reconciliation. Insurance (Life, Health, and General): Assist clients with selecting and applying for life, health, and general insurance policies. Process new insurance applications and ensure compliance with regulatory requirements. Handle policy renewals, claims processing, and customer queries related to insurance. Maintain accurate records of insurance transactions and commissions. Data Management: Maintain and update records for all financial products and insurance services on company websites and software such as Wealth Magic. Ensure data accuracy, consistency, and timely updates across all platforms. Customer Support: Provide customer support and servicing for mutual funds, stocks, fixed deposits, bonds, loans, and insurance. Requirements: Strong communication skills in English (reading, speaking, and writing). Proficiency with ChatGPT, Google Drive, Gmail, Microsoft Office, and Advanced Excel. Excellent customer service and organizational abilities. Job Types: Full-time, Fresher Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Paid sick time Education: Bachelor's (Required) Work Location: In person
As a Financial Products, Insurance, and Banking Operations Specialist at our Goregaon West location, you will be responsible for managing a wide range of financial products and insurance services. Your primary duties will include handling account opening processes, transactions, and record maintenance for mutual funds and stocks. You will also be required to prepare and submit new applications for fixed deposits, bonds, and loans while ensuring compliance with regulatory requirements. In terms of banking operations, you will manage tasks such as deposits, withdrawals, and account reconciliations. Additionally, maintaining accurate records of commission statements and ensuring proper reconciliation will be part of your responsibilities. For insurance services (Life, Health, and General), you will assist clients in selecting and applying for policies, process new insurance applications, handle policy renewals, claims processing, and address customer queries related to insurance. Data management will be a crucial aspect of your role, as you will be required to update records for all financial products and insurance services on company websites and software platforms. Ensuring data accuracy, consistency, and timely updates across all systems will be essential. Providing customer support and servicing for mutual funds, stocks, fixed deposits, bonds, loans, and insurance will also be part of your daily tasks. To excel in this role, you must possess strong communication skills in English, proficiency in tools such as ChatGPT, Google Drive, Gmail, Microsoft Office, and Advanced Excel, as well as excellent customer service and organizational abilities. This position is full-time and open to freshers who hold a Bachelor's degree. The benefits include paid sick time, yearly bonus, and a day shift schedule. Join our team and contribute to the efficient management of financial products and insurance services while delivering exceptional customer support and service.,
About the Role We are hiring fresh graduates who want to build a career in Insurance, Investments, and financial services operations. This role offers 4–6 month rotational training across all departments, enabling the candidate to learn: Health Insurance Claims Health & General Insurance Renewals & Policy Issuance Life Insurance Servicing & New Business Investment & Wealth Products (Mutual Funds, Equity, FDs, Bonds, PMS, AIFs) Data Management, KYC, Documentation & Compliance Candidates will become multi-skilled , capable of handling any profile independently. Mandatory Skills Proficient in English reading & writing Good communication in Hindi Strong learning ability & willingness to work across different teams Basic computer skills: MS Excel, Email, Google Drive Punctual, disciplined & ethical Preferred (Add-on) Skills—Not Mandatory Knowledge of insurance products or mutual funds Experience with ChatGPT or AI tools Advanced Excel skills Good customer service attitude Analytical skills Key Responsibilities Managing policy servicing, claims, documentation & follow-ups Learning and supporting different departments during rotation Handling data entry, verification, sorting & cloud-based software Coordinating with clients, insurance company RMs, TPAs & brokers Maintaining trackers & updating daily logs Supporting wealth products: account opening, KYC, submissions Who Should Apply Freshers who want long-term learning & growth in financial services and prefer multi-profile exposure instead of repetitive work. Job Types: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹18,000.00 per month Benefits: Leave encashment Paid sick time Education: Bachelor's (Required) Language: Hindi (Required) Work Location: In person
About the Role We are hiring fresh graduates who want to build a career in Insurance, Investments, and financial services operations. This role offers 4–6 month rotational training across all departments, enabling the candidate to learn: Health Insurance Claims Health & General Insurance Renewals & Policy Issuance Life Insurance Servicing & New Business Investment & Wealth Products (Mutual Funds, Equity, FDs, Bonds, PMS, AIFs) Data Management, KYC, Documentation & Compliance Candidates will become multi-skilled , capable of handling any profile independently. Mandatory Skills Proficient in English reading & writing Good communication in Hindi Strong learning ability & willingness to work across different teams Basic computer skills: MS Excel, Email, Google Drive Punctual, disciplined & ethical Preferred (Add-on) Skills—Not Mandatory Knowledge of insurance products or mutual funds Experience with ChatGPT or AI tools Advanced Excel skills Good customer service attitude Analytical skills Key Responsibilities Managing policy servicing, claims, documentation & follow-ups Learning and supporting different departments during rotation Handling data entry, verification, sorting & cloud-based software Coordinating with clients, insurance company RMs, TPAs & brokers Maintaining trackers & updating daily logs Supporting wealth products: account opening, KYC, submissions Who Should Apply Freshers who want long-term learning & growth in financial services and prefer multi-profile exposure instead of repetitive work. Job Types: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹18,000.00 per month Benefits: Leave encashment Paid sick time Education: Bachelor's (Required) Language: Hindi (Required) Work Location: In person