Must-have
Good English Communication
Job Responsibilities
Handle back-end operations for Mutual Funds, Insurance, and Administration.
Process Mutual Fund transactions including purchases, redemptions, switches, and SIP registrations.
Prepare and verify application forms and supporting documents.
Coordinate with AMCs, CAMS, KFintech, and other service providers.
Support insurance policy applications, renewals, documentation, and claims coordination.
Track pending cases and follow up until completion.
Maintain client records, trackers, renewal reminders, and documentation.
Handle data entry and prepare basic MIS reports.
Support scheduling, correspondence, filing, and general office operations.
Ensure all work is completed accurately and within timelines.
Maintain complete confidentiality of client information.