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10 Job openings at Fundvizer Financial Solutions
About 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.

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

Fundvizer Financial Solutions

Fundvizer Financial Solutions

|

Financial Technology

San Francisco

50-100 Employees

10 Jobs

    Key People

  • Alice Johnson

    CEO
  • Bob Smith

    CTO
cta

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Job Titles Overview

Operations Executive (2)
Tele Caller (1)
Relationship Manager (1)
Telesales Coordinator (1)