Customer Support Executive

Circle Wealth Advisors P. Ltd.
Experience : 0 to 3 Years
Education : BBA/BBM, B.Com
Location : Mumbai
Monthly Salary : Rs. 10,000 - Rs. 25,000
Posted on 09 May 19
Job is expired
Job DescriptionLast Date 08 Jul 19
  • Managing renewal for existing life and general insurance policies for the clients.
  • Coordinate with brokers and insurance companies for new and renewal quotes.
  • Update the clients and policies data in relevant softwares. 
  • Coordinate with clients and insurance companies to get the requirements fulfilled for policy issuances. 
  • Schedule and arrange medical tests. 
  • Claims coordination and ensuring timely settlement. 
  • Understanding and researching new insurance products available in market and attending trainings. 
  • Maintaining and updating the databases and generating MIS. 
  • Resolving client queries and helping them understand the products and provisions therein.
Job Type : Full Time
Interview Type : Face to Face Interview
Company Description
Circle Wealth Advisors P. Ltd. is a niche wealth management firm focused on managing the complete financial life of individual families. We pride ourselves for being one of the handful advisory firms across the country that works on the fees and advisory model rather than distribution of products. We cater to professionals employed in corporate organizations and self employed businessmen, managing their wealth across asset classes. Our focus is to take away complete management of an individual’s finances such that they can focus on their core competency of revenue generation. We align the current savings to meet the future financial goals in a tax efficient manner. Our actions originate from our belief system as follows –
1. The very reason of our engagement is to constantly deliver VALUE to our customers such that they are at peace with their finances
2. Any advice will be such that we would want for ourselves if we had been in the clients’ situation
3. Being transparent in all our actions builds the foundation for long term engagement and win-win for both clients as well as us

We believe in having limited number of clients and providing 360 degree advisory on their complete finances. We do not believe in revenue targets, having stronger client relationships is the key.
Job is expired
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