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Client Service Representative - Investment & Underwriting

Confidential

Bengaluru, Karnataka, India Full-time June 09, 2026
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Opportunity Description

Job Title: Associate Service Consultant – Investment (CRT Underwriting)

Work Location: Gurgaon

Compensation: 3 LPA – 4.5 LPA + Performance Incentives


Role Overview

The Associate Service Consultant – Investment (CRT Underwriting) will be responsible for managing underwriting and investment servicing operations, reviewing customer documentation, and ensuring compliance with company and regulatory guidelines. The role requires strong analytical abilities, attention to detail, and effective coordination with internal stakeholders to ensure smooth and accurate case processing.

The candidate will play a key role in customer verification, underwriting support, documentation review, and service operations within the investment and insurance domain.


Key Responsibilities

  • Review and process underwriting and investment-related cases in acc...
Full-time Financial Specialists

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