Pal Associate

Key Responsibilities: Handle Mutual Fund applications, SIP registrations, redemptions, and switches. Maintain and update client portfolio data in software and Excel sheets. Process Mediclaim proposals, renewals, and policy documentation. Coordinate with AMCs, insurance companies, and brokers for back-office tasks. Maintain records of client KYC, nomination, and service requests. Generate periodic MIS reports, statements, and renewal reminders. Assist in uploading and reconciling transactions in respective platforms. Ensure accuracy and confidentiality of all client information. Desired Candidate Profile: Female candidate only. Should be non-sales oriented — this role involves no calling or client interaction. Basic knowledge of MS Excel, MS Word, and Email communication is required. Preferably from a financial / investment/insurance background. Should be detail-oriented, disciplined, and willing to learn back-office operations. Good written communication skills in English and Hindi.