the company deals in insurance and mutual fund so need a candidate to handle customers, computer data entry , record keeping, closing of sales
preferred : good communication & interpersonal skills, proficient in MS office ( Excel, Word, Email handling , social media account ) Basic knowledge of Mutual funds, Income tax and insurance Experience in client coordination, documentation and renewals. Organized, polite and comfortable managing multitasking office operations. job responsibility Handle back office operations for insurance and mutual fund clients coordinate renewals, documentation and client follow ups Assist in basic income tax related queries support the sales/service team with operational requirement. Maintain client data, records, and communication logs
preferred : good communication & interpersonal skills, proficient in MS office ( Excel, Word, Email handling , social media account ) Basic knowledge of Mutual funds, Income tax and insurance Experience in client coordination, documentation and renewals. Organized, polite and comfortable managing multitasking office operations. job responsibility Handle back office operations for insurance and mutual fund clients coordinate renewals, documentation and client follow ups Assist in basic income tax related queries support the sales/service team with operational requirement. Maintain client data, records, and communication logs