Client Insurance Support Associate

Moneyfrog Financial Services Pvt. Ltd. is a tech-enabled wealth management platform dedicated to simplifying investment journeys. By leveraging advanced technology, the platform provides unbiased and research-driven investment guidance tailored to individual financial goals, risk tolerance, and timelines. Moneyfrog offers a comprehensive suite of services, including investment tracking, customized solutions, online transaction execution, and regular portfolio reviews to adapt to changing market conditions. As a regulator-certified distributor in India, Moneyfrog serves HNI, affluent, and NRI clients, delivering reliable and lifelong financial solutions.

This is a full-time on-site role for an Insurance Coordinator located in Mumbai. The Insurance Coordinator will be responsible for managing insurance policies, assisting clients with health and financial coverage, and addressing insurance-...