Customer Service / Tech Support Jobs - Mumbai - V R Wealth Advisors Pvt Ltd
Job Description
- Learn on the job to Assist in Post Financial Plan Transaction Processing in Mutual Funds – Working on electronic Platforms | Understanding the instructions sheet and executing
- Learn on supporting Life & Health Products function – Sending Quotes , Seek approval , Gather relevant data , understanding usage of online proposal submission , post submission follow-up , troubleshooting , arranging medicals , follow-up till closure
- Learn the collection of premiums , advisory fees , maintaining records , handle deviations as per process defined
- Learn on the job to Assist in Client Co-ordinate | Seek information, Process Information , Clarify
- Learn on the job to Assist in Team Co-ordinate | Understand different member roles , co-ordinate & collaborate for the critical activities
- Learn on the job to Communicate | Explaining & Soft skills will be most required in handling clients & colleagues
- Learn on the job to Follow-up | Excellent Follow-up skills , Ensuring zero slippages , Disciplined
- Learn on the job to Troubleshoot | Understanding the problem , logically analyzing the best way out and addressing the solution
Job Particulars
About Company
V R Wealth Advisors Pvt Ltd is a boutique practice firm , since 2003 with a team of CFP , MBA working with us , a SEBI Registered Investment Advisers since December 2014 , we were among the first 30 companies to get SEBI Investment Adviser License , at V R Wealth Advisors we have a strong culture of client first , and we take pride in saying that we are among the first firms in the country who is adopting a fee only practice model with no-conflict of interest , we are undergoing a transition to reach this objective , we are in search of strong minds who align with this purpose and would like the clients to win along with the practice growing by leaps and bounds , the next decade is exciting for people with similar mind sets and who would like to associate with our firm , and grow along with the firm to take leadership roles in the near future and be independent thinkers . At V R Wealth Advisors we value our culture and this strong culture should be able attract the best minds in the industry who value similar culture and would like to associate for a greater cause
