Investment Insurance Specialist

Hfmc Consultancy (Opc) Private Limited is looking for an Investment Insurance Specialist to join its team in Thane West, Mumbai. 2 candidates will be hired for this role. Salary is up to ₹45,000/month.

Note from the employer

Develop Tailored Investment And Insurance Strategies To Meet Client Objectives. Actively Acquire New High-Net-Worth Clients And Cross-Sell Insurance, Banking, And Investment Products. Act As A Subject Matter Expert On Insurance Policies (Life, Health, Property) And Investment Vehicles (Mutual Funds, Pms, Aif). More Than 2 Years Experience Compulsory. | Skills Needed : Email | Advanced Excel

What you get

The salary for this role is ₹30,000 – ₹45,000 per month.

What the job involves

As an Investment Insurance Specialist, your work will include:

• You will complete assigned tasks accurately and on time.
• Maintain a professional attitude with customers and colleagues
• Keep simple daily records of your work
• Raise issues early and suggest practical fixes
• Follow company processes and safety guidelines

Skills and qualifications

• At least 2 years of relevant experience
• Graduate or equivalent
• Good knowledge of Advanced Excel and Email
• Good English
• More Than 2 Years Experience Compulsory.
• Skills Needed: Email
• Advanced Excel
• Someone reliable and eager to learn

Job details

• Job location: Thane West, Mumbai, Maharashtra
• Interview timings: 11:00 AM - 4:00 PM | Monday to Friday
• Work type: Office-based
• Shift: 10:30 AM - 6:30 PM | Monday to Friday
• Job type: Full time
• Openings: 2

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