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
