Intern Branch Operations

Job Title:

Intern
Branch Operations

About Finnovate:

Finnovate is a holistic financial
planning and wealth advisory platform. We are passionate about transforming
the way Indians get personal finance advice. Our team is dedicated to
providing comprehensive financial solutions that cater to the unique needs of
our clients.

Location:

Mumbai

Employment Type:

Part -Time
(6 hours)

Key Responsibilities:

Key
Responsibilities:

• Client
  Renewal Data Management
  
• Maintain
  and update insurance renewal data in the system on a daily basis.
  
• Client
  Calling & Follow -Up
  
• Contact
  clients for renewal reminders and take timely follow -ups.
  
• Ensure
  proper calling records and follow -up status are updated.
  
• System
  Updates for Renewal Status
  
• Update
  the system with “Renewal Done / Not Done” status for each client.
  
• Email
  Reminders for Renewals
  
• Send
  renewal reminder emails before due dates.
  
• Send
  1st, 2nd & 3rd reminders through email and follow -up calls.
  
• Follow -Up
  During Grace Period
  
• Post
  due date, follow up with clients during the grace period to avoid
  policy lapse.
  
• Check
  renewal status on the system and coordinate with the Insurance RM to
  confirm payment updates.
  
• Support
  in Insurance Client Onboarding
  
• Assist
  in onboarding new insurance clients through Wadmin & LMS portals.
  
• Other
  Insurance -Related Tasks
  
• Fill
  out service forms, insurance -related documentation, and any additional
  operational support tasks.
  

Qualification & Skills:

·       Good communication skills (verbal and
written) for client calling and email follow -ups.

·       Comfortable with telecalling and follow -up coordination.

·       Basic computer proficiency – MS Excel,
email handling, and data entry.

·       Ability to maintain accurate records and update systems on a
daily basis.

·       Time
management skills to handle daily follow -ups and reminders efficiently.

Working Days

Monday to Saturday (2nd & 4th Sats are off)

Working Time

8.30am to 5.30pm

9.30 am to 6.30pm

(Employees working on Sundays are eligible for 1 comp off)