We are looking for a reliable and efficient Back Office Executive to support our daily operations related to insurance, mutual funds, PMS, and other financial products . The ideal candidate will handle documentation, data entry, policy servicing, and coordination with insurance companies and clients, ensuring smooth internal processes. Key Responsibilities: Handle client documentation and processing for insurance (life, health, general), mutual funds, PMS , etc. Ensure timely and accurate data entry and maintenance in CRM and internal systems. Assist in onboarding clients by collecting and verifying KYC documents as per regulatory norms. Coordinate with AMCs, insurance companies, and other financial institutions for transactions, queries, and updates. Track and maintain MIS reports on client investments, policy renewals, and maturity dates. Process transaction for mutual funds (purchase/redemption/SIP), insurance proposals Support the sales team by preparing investment illustrations, quotes, and client presentations. Maintain organized files and proper documentation for audit readiness. Handle queries related to account statements, fund performance, NAVs, etc. Job Type: Full-time Pay: ₹10,766.00 - ₹48,793.00 per month Benefits: Cell phone reimbursement Schedule: Day shift Supplemental Pay: Performance bonus Ability to commute/relocate: Sector-67, Mohali, Mohali - 160065, Punjab: Reliably commute or planning to relocate before starting work (Preferred) Education: Bachelor's (Preferred) Experience: total work: 1 year (Preferred) Language: English (Preferred)
Transformative Wealth Mentors IMF Pvt. Ltd. is a growing financial services company offering a range of products including Mutual Funds, Insurance , and other investment solutions. We are looking for passionate sales professionals to join our team. Key Responsibilities: Acquire and manage clients for insurance, mutual funds, and financial products Achieve monthly and quarterly sales targets through client acquisition, referrals, and follow-ups Understand client needs and provide suitable financial solutions Maintain long-term relationships to increase client retention and wallet share Provide after-sales support and ongoing financial guidance Handle documentation, application processing, and policy issuance Maintain accurate client records and update CRM system Job Type: Full-time Pay: ₹200,000.00 - ₹500,000.00 per year Work Location: In person
You will be joining a growing Insurance Marketing Firm (IMF) that specializes in offering tailored financial solutions encompassing insurance, investment, and wealth management services. As a Relationship Manager (RM), your role will involve building strong and enduring client relationships while driving financial growth. Your responsibilities will include acquiring and managing clients for insurance, mutual funds, and various financial products. It will be essential to understand the individual needs of clients and provide suitable financial solutions. Maintaining long-term relationships to enhance client retention and increase wallet share will also be a key part of your role. In addition, you will conduct financial planning sessions, ensure regular follow-ups, and strive to meet sales targets through client acquisition, referrals, and follow-ups. Providing after-sales support and ongoing financial guidance will be crucial for client satisfaction. Handling documentation, application processing, policy issuance, and maintaining accurate client records will also be part of your responsibilities. You will be expected to update CRM systems, coordinate with insurance companies and mutual fund platforms, and prepare daily reports and MIS. Supporting the sales staff with backend operations will also be essential in this role. This is a full-time position with a day shift schedule, and performance bonuses are included. Proficiency in English is preferred, and the work location is in person. If you are a dynamic and motivated individual seeking to create lasting client relationships and contribute to financial growth, we encourage you to apply for this exciting position of Relationship Manager (RM) within our team.,