Investor Claims Support- Pune

About the role

We are looking for a detail-oriented and process-driven Claims Support Executive/Associate to support the end-to-end administration of investor claims. The role will be responsible for preparing and maintaining claim documentation, monitoring suspended claims, following up on outstanding funds and requirements, completing document uploads and reporting, managing referrals, and ensuring accurate updates in client and internal systems.

What you'll do

• Prepare and organize documents required for investor claim processing
• Review claim documentation for completeness, accuracy, and consistency
• Identify missing or incorrect information and coordinate with relevant teams for resolution
• Maintain proper documentation and ensure records are updated as per process requirements
• Ensure all claim-related documents are prepared within defined timelines

What you need

• Reporting
• Claims processing
• Excel
• CRM
• Compliance
• Valuation
• Any graduate

Good to have

• Due diligence