A Financial Services Corporate (Corporate Mutual Fund Distributor and Insurance Broker) is looking for an Operations Profile :

Job Responsibilities involves the following.

 Dealing with Customer for doing Investment in Mutual funds / Insurance / Mediclaims / FD’s

 Handling Customers Queries related their Investments.

 Maintaining & keeping records of Mutual fund & other policy entries in system.

 Preparing Monthly reports of all data & submitting to immediate superior.

 Managing the entire collection of new insurance proposal and renewal premium for Branch.

 Arranging all activities for the sales support & Monitor them.

 Co-ordinating thru mail regarding Mutual fund & Insurance communication with relationship managers & backend team members.

Salary - 2.40 LPA to 3 LPA

Office Location - Mumbai - Vile Parle