Assist With Financial Account Setup

I am expanding my financial services portfolio to include life-insurance policies, Demat accounts and a suite of everyday banking solutions for retail customers. To move quickly, I need a reliable partner who can take each customer from initial enquiry right through to an activated account while keeping every step fully compliant with Indian regulations. Your day-to-day work will revolve around three core activities: • Setting up accounts – collecting KYC, submitting forms online/offline, coordinating with insurers, depositories and banks until the policy or account is live. • Customer support – answering phone, chat or email queries in clear, friendly language, guiding clients through product features, premiums, statements or transaction processes. • Documentation & compliance – checking that every document meets RBI, SEBI and IRDAI rules, maintaining digital records and raising any red flags immediately. Deliverables are straightforward: a verified policy number or account ID for each client, a completed digital file of supporting documents and a short onboarding note confirming that the customer has received a welcome call or email. If you already use tools such as NDML, CDSL, CAMS, or insurer portals and can work comfortably in both English and Hindi, you will be able to start adding value on day one. Turn-around time and accuracy are critical, so please outline your previous experience with similar financial products and the average volume you can handle per day.