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Responsibilities*
• Preparing correspondence letters for the clients
• Researching client/prospect information for newer business opportunities
• Liaison with US insurance companies to obtain illustrations on client policies
• Other responsibilities would involve need based interaction with our onshore business partners or Line of Business.
• Ensure to adhere to predefined parameters in terms of quality and timeliness of work
• Expected to actively participate in key process improvement/operational initiatives
Requirements*
Graduate / Postgraduate
Certifications If Any
Experience Range*
3-5 years prior experience in financial industry, preferably in wealth management, investments, insurance
Foundational skills*
Desired skills
Work Timings*
11:30 To 20:30
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