Key Responsibilities Include :

• Initiating and tracking daily investment transaction in various ports of MF, Insurance, Corporate Deposits, AIFs, Health insurance etc
• Renewal reminder and tracking for all investment products
• Updating all the transaction related to investment and stocks in internal software
• Managing digital marketing campaign and optimising the reach
• Preparing XL sheet and Presentation for clients
• Coordinating the task and ensuring closure of the task well within the TAT
• Assisting the HR and operations head on day to day work

Qualification :

• BMS
• Graduation from Insurance and Banking

Skills :

• Strong in interpersonal and communication skills. With strong writing ability
• Must be able to push the system and co ordinate with experiences team members for task closure
• Strong in XL and ppt
• Quick learner
• Extrovert personality
• Basic understanding of all investment instrument available in India