Company Description
ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones. The company is based in Chennai, Tamil Nadu, India.
Key Responsibilities:
- Possess sound knowledge of insurance products across Life, General, and Health categories
- Advise clients on suitable insurance solutions based on their specific requirements
- Provide comprehensive support during the claims process to ensure timely and efficient settlements
- Ensure adherence to regulatory and compliance standards, including accurate documentation and timely filings
- Assist with commission reconciliation processes and maintain accurate records
- Manage and support the policy renewal process to ensure uninterrupted coverage for clients
- Conduct periodic reviews of client insurance portfolios and drive awareness through events, workshops, and digital content
- Collaborate on product development initiatives, process enhancements, and team capability building
Required Qualifications:
- Requirement: IRDA exam for Role of Specific Person.
- Freshers willing to learn are welcome to apply.
- Bachelor's or master's degree in finance, Economics, Business, or a related field preferred.
- Good understanding of Insurance and Finance in general.
- Excellent communication, and client relationship management skills.
- Proficiency with Microsoft Excel and PowerPoint for analysis and reporting.
