Customer Support Executive Jobs in Mumbai - Circle Wealth Advisors P. Ltd.

Customer Support Executive
Circle Wealth Advisors P. Ltd.
0 to 3 Years
10000 - 25000 Per Month
Customer Support Executive Jobs in Mumbai - Circle Wealth Advisors P. Ltd.
Last Date 08 Jul 2019
This Job is Expired

Circle Wealth Advisors P. Ltd. - Job Details

Date of posting: 09 May 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 Summary

Job Type : Full Time
Job Category : BSc/BCA/BBM,Tech Support
Hiring Process : Face to Face Interview
Who can apply : Freshers and Experienced (0 to 3 Years )

About Circle Wealth Advisors P. Ltd.

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.
This Job is Expired
This posting is done directly & exclusively on We do not entertain any unsolicited calls or enquiries from any consultants, other portals or TPOs. Notice: This recruitment is FREE. if the recruiter charges any fees, please write us
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Circle Wealth Advisors P. Ltd. recruiting Customer Support Executive Experienced(0 to 3 Years) candidates candidates nearby Mumbai.Circle Wealth Advisors P. Ltd. vacancies for Customer Support Executive is recruited through Written-test, Face to Face Interview etc.
Circle Wealth Advisors P. Ltd. Company recruits a lot of Experienced(0 to 3 Years) candidates candidates every year based on the skills . The candidates with BBA/BBM, B.Com are selected to full fill the vacancies in Customer Service / Tech Support job field. The candidates nearby Mumbai can apply for Customer Support Executive position in Circle Wealth Advisors P. Ltd.. All candidates should have a degree or post-graduation in the required field based on the requirement mentioned. The jobs are available in Full Time basis. When it comes to the Circle Wealth Advisors P. Ltd. recruitment, candidates are mostly chosen for the department of Customer Service / Tech Support . To learn more about the current jobs and other details, it is better to go through official site of Circle Wealth Advisors P. Ltd. and Freshersworld. Find the latest jobs near you and near your home. So, that you don’t need to relocate. The Freshersworld is a leading employment portal that researches the official site of Circle Wealth Advisors P. Ltd. and provides all the details about the current vacancies, the application process, selection process, interview test details, important dates and other information. Search and apply for the top job positions in Circle Wealth Advisors P. Ltd. and near your city and get a secured career.