Job Summary: We are seeking dedicated and customer-focused individuals to join our Renewal Team . The primary responsibility is to manage and follow up on policy renewals , engage with clients, and ensure timely premium payments to avoid policy lapses. Key Responsibilities: Monitor and track upcoming policy renewals. Contact policyholders via calls, emails, or messages for premium reminders. Educate clients about benefits of renewing policies on time. Resolve client queries regarding renewal terms, premiums, or policy benefits. Collaborate with the sales and policy servicing teams to retain customers. Maintain accurate records of follow-ups, renewals, and feedback. Requirements: Bachelor’s degree or equivalent (preferred). Minimum 2 years of experience in insurance, tele calling, or customer service is an advantage. Good communication and persuasion skills. Proficient in using CRM tools or policy management systems. Ability to meet renewal targets and deadlines. Job Type: Full-time Pay: ₹12,000.00 - ₹18,000.00 per month Benefits: Health insurance Schedule: Day shift Supplemental Pay: Performance bonus Work Location: In person Speak with the employer +91 9096044530

Job Summary We are seeking a motivated and results-driven Tele sales Executive to promote and sell mutual fund products to retail and HNI (High Net-worth Individual) clients over the phone. The ideal candidate will have a strong understanding of financial products, excellent communication skills, and a passion for customer engagement and sales. Key Responsibilities Make outbound calls to potential and existing customers to promote and sell mutual fund schemes. Understand customer needs and recommend appropriate investment products based on their financial goals and risk profile. Explain mutual fund features, benefits, returns, and associated risks in a simple and convincing manner. Follow up with leads, maintain a sales pipeline, and ensure timely conversions. Handle customer queries related to mutual fund investments and provide accurate information. Meet or exceed daily/weekly/monthly sales targets and call volume KPIs. Maintain accurate records of customer interactions and sales using CRM software. Stay updated on market trends, mutual fund NAVs, and regulatory changes (SEBI/AMFI guidelines). Coordinate with internal teams (operations, compliance) for smooth client onboarding and investment processing. Required Qualifications Bachelor’s degree in Finance, Commerce, Business, or related field. 1–3 years of experience in tele sales, preferably in financial services or mutual funds. Good knowledge of mutual fund products and investment concepts. Excellent communication, persuasion, and interpersonal skills. Preferred Skills Proficiency in using CRM and MS Office (Excel, Word, etc.) Fluency in English and local/regional languages. Target-oriented mindset and resilience under pressure. Basic understanding of regulatory compliance in financial sales. Job Type: Full-time Pay: ₹12,000.00 - ₹15,000.00 per month Benefits: Health insurance Schedule: Day shift Supplemental Pay: Performance bonus Language: Hindi (Preferred) English (Preferred) Work Location: In person

Department: Operations / Insurance Services Location: Fatimanagar, Pune Job Summary: The Claims & Endorsement Processor is responsible for handling insurance policy endorsements, processing claims documentation, verifying accuracy, and ensuring timely and compliant execution of customer service requests. This role requires attention to detail, familiarity with insurance products (such as health, life, or general insurance), and strong coordination with internal and external stakeholders. Key Responsibilities: Claims Processing: Receive, review, and validate insurance claims and supporting documents. Register claims in the system and assign them to the appropriate adjusters or examiners. Follow up with clients, hospitals, or internal departments to collect missing information. Ensure claims are processed in accordance with company policies and regulatory guidelines. Maintain accurate and up-to-date claim records and communication logs. Endorsement Processing: Process policy endorsements such as additions/deletions of members, corrections, change in sum insured, or coverage modifications. Validate documents submitted for endorsements and update policy records accordingly. Generate and issue updated policy documents and endorsement letters. Coordinate with underwriting and sales teams to ensure proper pricing and approvals. Customer Service & Coordination: Communicate professionally with clients, intermediaries, and insurers to resolve queries. Escalate complex or non-standard cases to appropriate departments. Support audits, reporting, and documentation as required. Required Skills & Qualifications: Bachelor’s degree in any discipline (preferred: commerce, business, insurance). 1–3 years of experience in insurance operations, preferably in claims or policy servicing. Knowledge of insurance products like GMC, GPA, GHI, etc. Strong computer skills (MS Office, Excel, policy administration systems). Good communication, time management, and problem-solving abilities. Office Timings - 9:30 to 6:30 Mon- Friday Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹26,000.00 per month Benefits: Health insurance Schedule: Day shift Supplemental Pay: Performance bonus Work Location: In person