Fundvizer Financial Solutions

Fundvizer Financial Solutions is a financial technology company that provides tailored financial management tools to help individuals and businesses optimize their investment strategies and manage capital effectively.

18 Job openings at Fundvizer Financial Solutions
Tele Caller Udaipur 0 - 2 years INR 1.0 - 2.25 Lacs P.A. Work from Office Full Time

We are looking for a motivated and results-driven Telecaller to join our team. The Telecaller will be responsible for making outbound calls to potential customers or clients, handling inbound inquiries, and achieving sales or service targets.

Relationship Manager Udaipur 0 - 2 years INR 1.0 - 1.5 Lacs P.A. Work from Office Full Time

This is a full-time on-site role for a Relationship Manager. The primary responsibility of this role is to make outbound calls to prospective customers, introduce them to our products or services, and persuade them to make a purchase. Required Candidate profile As a Relationship Manager, your day-to-day tasks will involve building and maintaining strong relationships with clients, providing them with personalized financial solutions, and helping them

Operations Executive Udaipur 0 - 2 years INR 0.9 - 1.25 Lacs P.A. Work from Office Full Time

We are hiring Suitable candidates for Operations Manager post in our General Insurance Department which required following qualities- Good Communication Skills Knowledge of Computer Work (Should expert in Excel Work)

Telesales Coordinator Udaipur 0 - 2 years INR 0.5 - 2.0 Lacs P.A. Work from Office Full Time

A candidate having good communication skills and also having convincing skills for sales.

Telecalling Executive Udaipur 0 - 1 years INR 0.5 - 1.75 Lacs P.A. Work from Office Full Time

We are looking for dynamic and enthusiastic Telecallers to join our team in the Insurance Sales Department.you will be responsible for reaching out to potential clients, understanding their needs, and offering them suitable insurance products.

Telecalling Udaipur 0 - 1 years INR 1.0 - 3.0 Lacs P.A. Work from Office Full Time

Telecaller for insurance sales: Make outbound calls to potential clients, explain insurance products, address queries, and close sales. Strong communication skills and target-driven attitude required. To Apply - 9828870094

Sales and Marketing Associate- Health And Life Insurance Udaipur 0 - 2 years INR 1.0 - 5.0 Lacs P.A. Work from Office Full Time

Currently we are looking for a candidate as a Sales and Marketing Associate as well as handle the operation part at FundVizer's in HEALTH AND LIFE INSURANCE DEPARTMENT, who will be responsible for promoting our financial services to potential client Required Candidate profile ensure the smooth and efficient operation of our HEALTH AND LIFE INSURANCE services. Candidate must have good communication skills and should have knowledge in Excel .

Loans Executive Udaipur 0 - 2 years INR 1.0 - 2.5 Lacs P.A. Work from Office Full Time

We are looking for an experienced Loan Executive to be responsible for engaging with key customers by building and preserving trusting relationships.

Relationship Manager ( Inside Sales) Udaipur 0 - 2 years INR 3.0 - 5.0 Lacs P.A. Work from Office Full Time

Engage with potential customers via calls, emails, and online platforms. Understand customer needs and offer relevant financial solutions/services. Follow up on leads and convert them into sales. Required Candidate profile Maintain strong client relationships to encourage repeat business. Achieve monthly and quarterly sales targets. Update CRM and maintain records of all interactions.

Operations Executive Udaipur 2 - 4 years INR 2.0 - 5.0 Lacs P.A. Work from Office Full Time

Manage and process client documentation. Coordinate with internal departments for smooth operations. Ensure data accuracy and timely reporting. Assist in compliance-related activities. Support the operations team in day-to-day administrative tasks

Sales and Operation In Mutual Fund Udaipur 2 - 5 years INR 1.75 - 2.5 Lacs P.A. Work from Office Full Time

Currently we are looking for a candidate as a Sales and Marketing Associate as well as handle the operation part at FundVizer's Wealth Department, who will be responsible for promoting our financial services to potential clients Required Candidate profile KEY RESPONSIBILITIES: Main duties will include identifying sales opportunities, reaching out to clients via various channels such as phone calls, emails, and social media, and showcase our offerings.

Claims Incharge Udaipur 1 - 3 years INR 1.25 - 2.0 Lacs P.A. Work from Office Full Time

Responsible for overseeing and managing the claims process and ensures all claims are handled efficiently. Act as the main point of contact for customer inquiries,work to resolve issues promptly and Prepare regular reports on claims status.

Claims Manager udaipur 2 - 6 years INR 4.0 - 8.0 Lacs P.A. Work from Office Full Time

The Insurance Claims Manager oversees the entire claims process, ensuring efficient, fair, and timely resolution of insurance claims in accordance with company policy and regulatory requirements. This role involves managing a team of claims adjusters/officers, streamlining claims procedures, mitigating risk, and maintaining excellent customer service. Lead and manage the day-to-day operations of the claims department. Develop, implement, and refine claims handling policies and procedures. Ensure all claims are investigated, evaluated, and settled in a timely and efficient manner. Review complex or high-value claims and Perform accordingly. Collaborate with underwriters, legal teams, investigators, and external vendors when necessary. Analyze claims data to identify trends, reduce fraud risk, and implement process improvements. Monitor regulatory changes and ensure compliance with relevant laws and internal policies. Handle escalated customer complaints and ensure satisfactory resolutions. Develop and track key performance indicators (KPIs) . Provide training, support, and performance reviews for team members. Only experienced persons are required(From Insurance industry ans claims) Only for male candidates Pay Salary will be 15000 to 25000(Negotiable)

Tele Sales Executive udaipur 0 - 2 years INR 1.0 - 1.5 Lacs P.A. Work from Office Full Time

The candidate will be responsible for contacting potential customers over the phone, explaining insurance products, and closing sales. This requires excellent communication skills and a strong understanding of insurance offerings.

Relationship Manager udaipur 0 - 2 years INR 1.5 - 2.5 Lacs P.A. Work from Office Full Time

The ideal candidate will act as the primary point of contact for clients, ensuring their needs are met and delivering exceptional service to maximize customer satisfaction, loyalty, and long-term engagement.

Team Lead udaipur 0 - 2 years INR 1.75 - 3.0 Lacs P.A. Work from Office Full Time

An experienced Team Leader who join our Insurance Dept. will be responsible for leading a team of RM, ensuring they meet company objectives, targets, maintain high levels of customer satisfaction.

Team Leader (Insurance) udaipur,ashok nagar 2 - 3 years INR 2.0 - 5.0 Lacs P.A. Work from Office Full Time

We are looking for a TL to lead and manage a team of Relationship Managers. This role is crucial for ensuring that the team consistently achieves its sales targets, meets company goals, and upholds high standards of customer satisfaction.

Relationship Manager udaipur,ashok nagar 1 - 2 years INR 3.0 - 7.0 Lacs P.A. Work from Office Full Time

This role is focused on business growth by inside sales, building and maintaining strong relationships with agents. As a RM, you will be responsible for managing client relationships. Required Candidate profile Upselling and cross-selling products, and ensuring that the companys goals are met and exceeded.