Senior Customer Services Executive
Jamdar InvestmentFixed
₹20,000 - ₹25,000
Average Incentives*
₹3,000
Earning Potential
₹28,000
Fixed
₹20,000 - ₹25,000
Average Incentives
₹3,000
Earning Potential
₹28,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 2 years
Good (Intermediate / Advanced) EnglishJob highlights
Urgently hiring
1 applicants
Benefits include: Annual Bonus, Travel Allowance (TA), Health Insurance
Job Description
We are looking for a detail-oriented and responsible candidate to handle Insurance & Mutual Fund Operations at our office. The role involves backend processing, client coordination, and maintaining investment records.
- 🛠️ Key Responsibilities'
- :Handling Mutual Fund transactions (SIP, Lumpsum, Redemption)
- Processing Generate Quotation , proposals ,& policy servicing
- Managing client documentation & KYC updates
- Coordinating with insurance companies & clients
- Maintaining proper records and MIS in Excelwork
- Cross selling from existing customers.
- 🎯 Requirements: Graduate (Commerce preferred)
- Basic knowledge of Mutual Funds / Insurance (preferred)
- Good communication skills (Hindi / English / Marathi)
- Basic computer knowledge (MS Excel, Email)
- Honest, disciplined & willing to learn
- Following up with clients for pending documents
- Assisting in account opening & compliance work
- 💼 Experience: Minimum 1-3 years experience
- 💰 Salary:₹20,000 – ₹25,000 (Based on experience)
- 🕒 Working Hours: Monday to Saturday (10 AM – 6:30 PM)
- 🌟 Why Join Us:
- Stable and growing financial services firm
- Learning opportunity in Investments & Insurance
- Friendly work environment
- Career growth opportunities
Job role
Job requirements
About company
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The candidate should have completed Graduate degree and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly.
The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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