Insurance and Investment Coordinator

About the job

Company Description Ritwik Finance Enterprises Pvt Ltd is a pioneering financial services company dedicated to empowering rural communities by providing accessible and inclusive credit options. With over 30 years of grassroots lending experience, the organization has successfully served 6,000+ customers across Rajasthan, disbursing ₹50+ crore with a remarkable 97% recovery rate. As an RBI-registered NBFC with ISO compliance, Ritwik Finance operates with empathy, innovation, and a commitment to treating every client as more than just a number. By offering doorstep KYC, vernacular services, and alternative proof of income acceptance, Ritwik Finance stands out as a bridge to financial empowerment for underserved areas. Role Description This is a full-time on-site role located in Jaipur for an Insurance and Investment Coordinator. The role entails assisting clients in selecting suitable insurance and investment plans, providing expert financial guidance, and ensuring claims and investments are managed effectively. Daily responsibilities include analyzing client needs, preparing tailored financial solutions, maintaining accurate records, and collaborating with internal teams to ensure seamless service delivery. Qualifications • Knowledge of insurance products, investment plans, and financial services • Strong analytical, problem-solving, and decision-making skills • Excellent communication, interpersonal, and customer relationship management skills • Organizational and time-management skills with attention to detail • Proficiency in using financial tools, software, and MS Office applications • Prior experience in the finance or insurance sector is an advantage • Bachelor’s degree in Finance, Business Administration, or related field • Ability to work collaboratively within a team and independently

Requirements

• Insurance knowledge
• Investment planning
• Customer relationship management
• Analytical skills

Qualifications

• Bachelor’s degree in Finance, Business Administration, or related field

Preferred Technologies

• Insurance knowledge
• Investment planning
• Customer relationship management
• Analytical skills

About the company

Ritwik Finance Enterprises Pvt Ltd empowers rural communities with accessible credit options and fosters financial literacy.