Back Office (Insurance & Mutual Fund)
Job Description:
Position Overview:
The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the operational and administrative functions of an insurance and mutual fund company. This role involves managing and processing various financial transactions, ensuring accuracy and compliance with regulations, and providing excellent customer service to clients and partners.
Responsibilities:
- Process and validate insurance policy applications, claims, and endorsements accurately and efficiently. Execute mutual fund transactions, including purchases, redemptions, switches, and transfers, following established procedures. Verify and validate all transaction-related documentation for completeness and accuracy.
- Maintain organized and up-to-date records of insurance policies and mutual fund transactions.
- Create, update, and manage electronic and physical files for clients and transactions. Ensure compliance with document retention policies and regulations.
Company Profile
--- --- --- Services Private Limited is a Private incorporated on 16 December 2013. It is classified as Non-govt company and is registered at Registrar of Companies, Ahmedabad. Its authorized share capital is Rs. 100,000 and its paid up capital is Rs. 100,000. It is inolved in Legal, accounting, book-keeping and auditing activities; tax consultancy; market research and public opinion polling; business and management consultancy
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- Interested candidates are requested to apply for this job.
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