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.,