Job Description

We are looking for a dedicated and responsible female staff member to manage daily client service and operational tasks related to Mutual Funds and Insurance. Key Responsibilities: Handling Mutual Fund transactions and related documentation Logging Health and Life Insurance applications Regularly calling existing clients to provide support and resolve queries Providing excellent customer service and addressing client concerns Reaching out to new clients and explaining available investment and insurance products Maintaining client records and ensuring timely follow-ups Coordinating with AMCs and insurance companies when required Requirements: Basic knowledge of mutual funds and insurance (training can be provided) Good communication skills (Hindi & basic English preferred) Comfortable with phone-based conversations Basic computer knowledge (MS Office, email, etc.)