Wealth Management Professional

Company DescriptionAt KV Wealth- Invest & Insure, our mission is to provide clients with comprehensive, competent, and customized solutions in wealth creation , Wealth Protection and Wealth Transfer . We offer simple, unbiased, and professional Guidance to enhance our clients' quality of life and provide actionable solutions. Our team is dedicated to being a...

Company DescriptionTorin Wealth Management is South Gujarat's largest 360° wealth management firm cateringto Financial Planning, Investments, Insurance, Financing and Estate Planning needs forUHNIs/HNIs, families, trusts, and SMEs. With 13+ years of expertise and a strong presencein 6 cities across India — Surat (Headquarters), Anand, Rajkot, Vadodara and...

Roles & Responsibilities:Developing & Acquisition of new client base - Retail / HNI segment.Knowledge of (CRM) software.Achieve revenue targets & acquisition.Revenue generation in terms of Brokerage.Manage and execute stock trades on behalf of clients.Ensure Compliance with financial regulation and company policies.Strong understanding of financial markets...

Position: Wealth Relationship ManagerLocation: SuratProduct Focus: Mutual Funds, CASA (Current Account Savings Account), Life Insurance (LI)Industry: Banking / AMCRoles & Responsibilities:Develop and manage a portfolio of high-net-worth clients for cross-selling mutual funds, CASA, and life insurance products.Achieve monthly sales targets across investment...

Opening Demat a/c, client calls & query handling, main branch follow-up, inter-dept & HOD coordination, training, admin tasks, query escalation, sales/front-office & management support, service guidance, strong communication, independent work.

You would be responsible for managing the end-to-end claims process for clients, ensuring seamless handling from claim intimation to settlement follow-ups. You will be the key point of contact for clients and AMCs regarding claim processes. You should be strategic and detail-oriented, ensuring timely documentation, filing, and resolution of claims while also...

Role and Responsibilities:● Accomplishes marketing and sales objectives by planning, developing, implementing, and evaluating advertisements.● Prepares and completes marketing action plan.● Meets marketing and sales financial objectives by forecasting requirements and preparing annual budgets.● Determines annual and gross-profit plans by forecasting...

Customer Complaint ManagementHandle and resolve customer complaints related to elevator systems. Track issues and escalate when necessary. Resolution time, customer satisfaction ratingEnquiry ManagementProcess customer inquiries related to services, installations, and maintenance. Response time, quality of information providedCoordination with Head...

Key Responsibilities:Develop and execute full-cycle recruitment strategies to meet hiring goals for consulting roles at all levels (Analyst to Partner).Partner with consulting leadership to understand workforce planning and staffing needs based on project pipelines.Build talent pipelines for current and future hiring needs through proactive sourcing...

Job Summary:We are seeking a dedicated and detail-oriented Administrative Coordinator to join our team for the night shift. The ideal candidate will be responsible for customer billing, order processing, logistics management, and various administrative tasks. Strong communication skills and proficiency in English are essential for this role.Key...