Mutual Fund & Insurance Advisor

Job Title- Mutual Fund & Insurance Advisor

Location- Noida, Sector-132

Job Responsibilities

• Manage and track client portfolios across insurance and mutual fund products, ensuring consistent performance and growth.
• Address client queries and resolve issues related to app usage, fund performance, and service support.
• Assist clients with policy renewals, premium payments, and GST waiver processing in a timely manner.
• Partner with new Asset Management Companies (AMCs) and insurance providers to broaden product offerings.
• Identify and pursue new business opportunities through both client acquisition and relationship management.
• Handle and process insurance claims (travel, health, and others) to ensure smooth and timely settlement.
• Prepare, analyze, and present portfolio performance reports in Excel, offering insights and recommendations to clients.

Job Types: Full-time, Permanent

Pay: ₹35,000.00 - ₹45,000.00 per month

Application Question(s):

• How many years of experience do you have in managing client portfolios across mutual funds and insurance products?
• Are you an immediate joiner?
• What is your expected monthly salary?

Education:

• Bachelor's (Required)

Experience:

• Mutual funds and Insurance: 2 years (Required)

Language:

• English and Hindi (Required)

Location:

• Noida, Uttar Pradesh (Required)

Work Location: In person