The candidate will get exposure to the following areas of Insurance and Investments –
Life, Health and General Insurance, Mutual Funds and Equity InvestmentsØ To take full and absolute Responsibility of the work allocated.
Ø To execute Mutual Fund transactions and to subsequently monitor them till the transactions appear on the platform.
Ø To send monthly portfolios to clients at every month end.
Ø All operational related work of Broking viz open demat accounts, form filling, extracting reports from the system and other work.
Ø To draft and send emails.
Ø Preparing claim files for Health Insurance.
Ø All other office work as and when explained.
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