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OPEN POSITIONS
Assistant - Corporate Loans
In-office, 1 position
Job Description:
Roles & Responsibilities:
– Manage the end-to-end documentation and coordination of corporate credit facilities
– Tracking loan applications from initial login through to final disbursement.
– Collate and verify “Master Document Sets,” including three years of audited financials, tax audits, and constitutional KYC documents (MoA, AoA, etc.) for corporate entities.
– Act as the primary liaison between bank back-office teams, credit managers, and empanelled vendors (Valuers and Legal Auditors) to resolve underwriting queries.
– Review sanction letters, ensure all “Conditions Precedent” are met, and maintain real-time pipeline trackers.
Assistant - Employer - Employee Insurance
In-office, 1 position
Job Description:
Roles & Responsibilities:
You will handle end-to-end data management using advanced Excel, coordinate with insurers and Third Party Administrators (TPAs), and maintain strict timelines for renewals and e-card issuance.
– Maintain accurate employee census data and process monthly endorsements for new joiners and exited staff.
– Gather data for Group Term Life (GTL) and Group Health Insurance (GHI) quotes, creating benefit comparison grids for clients.
– Act as a liaison for cashless or reimbursement claims and ensure employees receive insurance e-cards within stipulated turnaround times.
– Requires proficiency in Advanced MS Excel (VLOOKUP, data cleaning) and familiarity with insurance portals and TPA dashboards.
Assistant - Life Insurance (Investments)
In-office, 1 position
Job Description:
Roles & Responsibilities:
You will manage the full lifecycle of these policies by handling complex data sets for employee endorsements, processing new applications for endowment and income plans, and acting as a primary liaison between clients, insurers, and Third Party Administrators (TPAs).
– Maintain accurate “Member Data” for corporate employee census and process monthly endorsements for new joiners or exits.
– Manage end-to-end documentation for various insurance plans, including mandatory KYC verification (Aadhaar, PAN) to ensure 100% IRDAI compliance.
– Request quotes for group insurance (GTL/GHI), create benefit comparison grids, and resolve client queries regarding claims or policy servicing.
– Update internal CRM systems daily with lead statuses and prepare weekly MIS reports on pending applications and issued policies.
– Requires advanced MS Excel skills (VLOOKUP, data cleaning) and familiarity with insurance portals, TPA dashboards, and CRM software.
Assistant - Mutual Funds
In-office, 1 position
Job Description:
Roles & Responsibilities:
The Assistant role provides end-to-end operational support for corporate insurance, life insurance applications, and investment portfolios. You will manage client onboarding, policy endorsements, and transaction execution while ensuring 100% compliance with KYC and regulatory mandates.
– Execute buy/sell orders, SIP registrations, and manage the documentation for investment-linked life insurance plans like endowment and cashback policies.
– Maintain accurate “Member Data” for corporate census updates and verify mandatory KYC documents (Aadhaar, PAN) to meet IRDAI and SEBI guidelines.
– Track corporate policy expiry dates and upcoming renewal premiums to ensure continuous coverage and high persistence ratios.
Assistant - Stock Broking & PMS
In-office, 1 position
Job Description:
Roles & Responsibilities:
You will manage the end-to-end lifecycle of financial products—including client onboarding, digital KYC execution, and transaction processing for Demat, Mutual Funds, and PMS investments. The core focus is ensuring data integrity, regulatory compliance (SEBI/IRDAI), and seamless service delivery for renewals, claims, and portfolio reporting.
– Manage digital and physical KYC processes to ensure 100% “Verified” status for new investors and Demat/Trading accounts.
– Maintain employee census data, process monthly endorsements (additions/deletions), and coordinate with TPAs for claims.
– Generate consolidated account statements (CAS), capital gains reports, and PMS performance statements for client reviews.
– Requires proficiency in MS Excel for data cleaning and familiarity with trading platforms (e.g., NSE/BSE), insurance portals, and CRM software.
Assistant - Structured Notes
In-office, 1 position
Job Description:
Roles & Responsibilities:
You will manage the end-to-end lifecycle of diverse financial products—including client onboarding, digital KYC execution, and complex transaction processing for Mutual Funds, PMS, and structured products like Market Linked Debentures (MLDs). The core focus is on ensuring absolute data integrity, regulatory compliance (SEBI/IRDAI), and seamless service delivery for high-value clients.
– Manage digital and physical KYC/e-KYC processes for new investors, Demat/Trading accounts, and insurance applications to ensure 100% “Verified” status.
– Execute lumpsum purchases, redemptions, SIP mandates, and subscription processes for structured products and specialized investment funds.
– Maintain employee census data, process monthly endorsements (additions/deletions), and act as a liaison with TPAs for claims coordination.
– Resolve technical queries regarding trading portals, track upcoming insurance renewals 60 days in advance, and assist with payout facilitation for income plans.