Key Responsibilities Lead Generation – Make outbound calls to prospective customers to promote insurance products and generate leads. Customer Consultation – Explain insurance plans, policies, benefits, and terms in a clear and simple manner. Follow-ups – Regularly follow up with interested prospects to encourage policy purchases or renewals. Query Handling – Answer customer questions regarding premiums, claims, renewals, and coverage details. Sales Support – Assist the sales team by booking appointments and transferring qualified leads. Policy Renewal Reminders – Contact existing customers to remind and encourage them to renew policies on time. Database Management – Maintain and update customer records, call logs, and policy information in the system. Target Achievement – Work towards achieving daily, weekly, and monthly sales/lead conversion goals. Customer Relationship – Build trust and maintain strong relationships to encourage repeat business and referrals. Compliance – Adhere to company guidelines, IRDA regulations, and ensure confidentiality of customer data.
Job Title: Mutual Fund Operations Assistant Job Description: We are looking for a responsible and detail-oriented individual to manage day-to-day mutual fund operational work at our office. The role does not require bringing any leads or sales. It is purely back-office and support-oriented. Key Responsibilities: Filling and submitting mutual fund application forms, SIP forms, and other required documents. Keeping track of SIPs, redemptions, switches, and all client transactions. Using our website and partner portals to open new client accounts and process transactions. Downloading and organizing statements, reports, and confirmations for clients. Maintaining systematic records of client investments. Communicating with clients over email whenever required (sending statements, confirmations, reminders, etc.). Coordinating with mutual fund companies and support teams if any correction or clarification is needed. Required Skills: Basic knowledge of mutual funds (training can be provided). Good computer skills (MS Office, email handling, internet browsing). Ability to accurately fill forms and follow processes. Good communication and record-keeping skills. Attention to detail and willingness to learn. Preferred (Not mandatory): Experience in MF back-office or financial services. Understanding of KYC, FATCA, and basic MF procedures. Salary: To be discussed based on experience.