Mutual Fund Operations - Mumbai, India - MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED

    Moneylicious Investments And Consulting Services Private Limited background
    Full time
    Description

    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 / FDs

    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 LPA to 3 LPA

    Office Location - Mumbai - Vile Parle