Tiger Wealth Private Limited

Chandigarh Sector 9

We are excited to announce a fantastic opportunity to join Tiger Wealth Private Limited as an Operations ExecutiveMutual Funds.If you are passionate about financial services and have experience in mutual funds, this could be the perfect role for you!About Us: Tiger Wealth Private Limited ( Sector 9 - D, Chandigarh ) is a boutique wealth management firm with a strong presence in the industry since 2008. We proudly manage assets exceeding Rs.200 Crores for over 3000 clients, including 500+ High-Net-Worth Individuals (HNIs), corporates, families, and NRIs. Our office is located in Sector 9-D, Chandigarh.Position: Banking Operations ExecutiveLocation: SCO 48 49, Second Floor, Sector 9 D, Chandigarh 160009Job Type: Full-timeKey Responsibilities: Maintain and update client details. Oversee backend processes and handle documentation. Address and resolve client queries via email and phone. Prepare and compare quotations for clients. Perform data updates and handle mailing and scanning tasks. Participate in training sessions and stay updated with best practices.Qualifications: Educational Background: B. Com / BBA / MBA. Experience: 1-3 years in the Banking, Financial Services, and Insurance (BFSI) sector. Must be well-versed in Mutual Funds. Strong verbal and written communication skills in English.Perks: Enjoy weekends with 2nd and 4th Saturdays off. No sales targets or quotas. Opportunities for rewards, recognition, and incentives.If you meet the qualifications and are interested in exploring this opportunity, Please send your resume to hr@tigerwealth.in and call / WhatsApp on 7889104366. We look forward to your application and the possibility of welcoming you to our team.Thank you for considering a career with Tiger Wealth Private Limited.

Key Responsibilities: Manage and execute day-to-day insurance operations, including policy administration, claims processing, and underwriting support. Coordinate with internal teams to ensure accurate and timely processing of insurance transactions. Review and verify policy documents, and claims to ensure compliance with company standards and regulatory requirements. Handle customer inquiries and resolve issues related to policies, claims, and coverage. Maintain accurate records and generate reports related to insurance operations and performance metrics. Stay updated on industry trends, regulatory changes, and best practices in insurance operations.Qualifications: Bachelors degree in Business Administration, Finance, Insurance, or a related field. Min 1 year of experience in insurance operations or a similar role within the insurance industry. Strong understanding of insurance policies, claims processes, and regulatory requirements.Interested candidates can share their resume toHr@tigerwealth.inCall / Whatsapp: 7889104366

Job descriptionMaintain Client DataCorrespondence by email or call with Companies and ClientCalculate correct PremiumsPrepare & Compare Quotations for ClientsParticipate in TrainingWell-versed with MS Word, Excel, PowerPoint, Google Sheets, GmailRequired Candidate profileB.Com / BBA / MBACandidate should be from Chandigarh Or Mohali ONLYMin 2 yrs exp in Banking, Financial Services and InsuranceGood with English Communication ( Verbal and Written )Perks and benefitsIncentivesNo Sales Target2nd & 4th Saturday Off

Job DescriptionMaintaining Client DetailsCorrespondence by email and call with Insurance Companies and Clients.Study Insurance Policies and Calculate correct Premiums in the minimum time.Prepare Insurance Quotations for Clients for a particular Insurance Company and Compare Quotations for Clients between various Insurance CompaniesEngage in Insurance Interaction by calling up the ClientsPro-actively participate in Insurance TrainingWell-versed with MS Word, Excel, Powerpoint, Google Sheets, Google Calendar, GmailCandidate RequiredQualification B. Com or MBAExperience Minimum 1-3 YearsGood with English Communication (Written and Verbal)

Job Type - Operations JobJob Requirements1). Update Records2). Handle Client queries3). Client Interaction4). Fill up Forms5). Update Portfolio to Clients6). Prepare a Return Chart of Mutual Funds for Clients7). Well-versed with MS Word, Excel, Powerpoint, Google Sheets, Google Calendar, GmailTimings1). Monday - Saturday: 09:00 AM to 06:00 PM2). Saturdays Off - Second and FourthAttire Weekdays: Formal Attire / Saturdays: Casual Attire