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8 Job openings at Torin Wealth Management
Customer Relationship Manager

India

5 - 7 years

INR 0.18 - 0.18 Lacs P.A.

On-site

Full Time

Job Summary You should be an experienced customer relationship manager responsible for engaging with key customers by building and preserving trusting relationships. You will constantly identify opportunities to grow the customer base and build positive relationships with new clients. You should also be strategic and analytical when finding solutions to problems to ensure maximum client satisfaction. Job Duties and Deliverables include, but are not limited to Building and maintaining profitable relationships with key customers. Resolving customer complaints quickly and efficiently. Keep records of customer interactions, transactions, recording details of inquiries, complaints, and comments, as well as actions taken. Follow up to ensure that appropriate actions were taken on customers requests. Make regular calls to existing customers or potential customers to provide education, support, troubleshooting and sales information, related to services we offer. Minimum Requirements You have a bachelor’s degree in administration or a related field. 5-7 years of hands-on experience in a customer service role. Ability to communicate correctly and clearly with all customers base. Maintain a positive attitude focused on customer satisfaction. Preferred Skills Superior product knowledge Excellent customer issue documentation skills Good listening ability to understand customer issues very clearly and provide resolution Ability to function independently as well as in a team Demonstrated conflict resolution, negotiation, and de-escalation skills Demonstrated ownership to resolve challenging customer issues, escalating when necessary Ability to maintain regular and reliable attendance, including the daily schedule Job Types: Full-time, Permanent Pay: From ₹18,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Internet reimbursement Leave encashment Paid time off Schedule: Day shift Supplemental Pay: Yearly bonus Ability to commute/relocate: New City Light Town, Surat, Gujarat: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Preferred) Experience: Sales: 2 years (Preferred) Investment: 1 year (Preferred) Language: English (Preferred) License/Certification: NISM V - Mutual Fund Distributor Certificate (Preferred) Work Location: In person

Customer Relationship Manager

New City Light Town, Surat, Gujarat

0 - 1 years

INR Not disclosed

On-site

Full Time

Job Summary You should be an experienced customer relationship manager responsible for engaging with key customers by building and preserving trusting relationships. You will constantly identify opportunities to grow the customer base and build positive relationships with new clients. You should also be strategic and analytical when finding solutions to problems to ensure maximum client satisfaction. Job Duties and Deliverables include, but are not limited to Building and maintaining profitable relationships with key customers. Resolving customer complaints quickly and efficiently. Keep records of customer interactions, transactions, recording details of inquiries, complaints, and comments, as well as actions taken. Follow up to ensure that appropriate actions were taken on customers requests. Make regular calls to existing customers or potential customers to provide education, support, troubleshooting and sales information, related to services we offer. Minimum Requirements You have a bachelor’s degree in administration or a related field. 5-7 years of hands-on experience in a customer service role. Ability to communicate correctly and clearly with all customers base. Maintain a positive attitude focused on customer satisfaction. Preferred Skills Superior product knowledge Excellent customer issue documentation skills Good listening ability to understand customer issues very clearly and provide resolution Ability to function independently as well as in a team Demonstrated conflict resolution, negotiation, and de-escalation skills Demonstrated ownership to resolve challenging customer issues, escalating when necessary Ability to maintain regular and reliable attendance, including the daily schedule Job Types: Full-time, Permanent Pay: From ₹18,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Internet reimbursement Leave encashment Paid time off Schedule: Day shift Supplemental Pay: Yearly bonus Ability to commute/relocate: New City Light Town, Surat, Gujarat: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Preferred) Experience: Sales: 2 years (Preferred) Investment: 1 year (Preferred) Language: English (Preferred) License/Certification: NISM V - Mutual Fund Distributor Certificate (Preferred) Work Location: In person

Claims Officer

Surat, Gujarat

2 years

INR 0.2 - 0.4 Lacs P.A.

On-site

Full Time

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 contributing to business growth through lead generation and upselling. Job Duties and Deliverables include, but are not limited to ● Constantly upgrading yourself on industry trends and claim procedures. ● Managing claim intimations and ensuring accurate registration of claims. ● Coordinating with AMCs for smooth claim processes and timely resolutions. ● Collecting, verifying, and maintaining claim documentation from clients. ● Filing all claims-related documents systematically for easy retrieval. ● Proactively following up on pending claims to ensure settlement. ● Identifying opportunities for lead generation and upselling additional products or services during client interactions. ● Supporting other general insurance operations, including client follow-ups and coordination, as needed. Minimum Requirements ● You have a bachelor’s degree in administration, commerce, or a related field. ● 2-3 years of hands-on experience in insurance claims processing. ● Ability to communicate correctly and clearly with all customers. ● Maintain a positive attitude with a focus on customer satisfaction. Preferred Skills ● Superior knowledge of insurance products and claim processes. ● Excellent documentation and organizational skills. ● Good listening ability to understand customer concerns and provide resolutions. ● Ability to function independently as well as in a team. ● Demonstrated conflict resolution, negotiation, and follow-up skills. ● Demonstrated ownership to resolve complex claims issues, escalating when necessary. ● Ability to maintain regular and reliable attendance, including the daily schedule. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹40,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Internet reimbursement Leave encashment Paid time off Schedule: Day shift Supplemental Pay: Yearly bonus Ability to commute/relocate: Surat, Gujarat: Reliably commute or planning to relocate before starting work (Required) Experience: Claim Settlement : 2 years (Required) Language: Gujarati (Preferred) Location: Surat, Gujarat (Required) Work Location: In person Speak with the employer +91 9023928717 Expected Start Date: 01/07/2025

Claims Officer

Surat

2 years

INR 0.2 - 0.4 Lacs P.A.

On-site

Full Time

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 contributing to business growth through lead generation and upselling. Job Duties and Deliverables include, but are not limited to ● Constantly upgrading yourself on industry trends and claim procedures. ● Managing claim intimations and ensuring accurate registration of claims. ● Coordinating with AMCs for smooth claim processes and timely resolutions. ● Collecting, verifying, and maintaining claim documentation from clients. ● Filing all claims-related documents systematically for easy retrieval. ● Proactively following up on pending claims to ensure settlement. ● Identifying opportunities for lead generation and upselling additional products or services during client interactions. ● Supporting other general insurance operations, including client follow-ups and coordination, as needed. Minimum Requirements ● You have a bachelor’s degree in administration, commerce, or a related field. ● 2-3 years of hands-on experience in insurance claims processing. ● Ability to communicate correctly and clearly with all customers. ● Maintain a positive attitude with a focus on customer satisfaction. Preferred Skills ● Superior knowledge of insurance products and claim processes. ● Excellent documentation and organizational skills. ● Good listening ability to understand customer concerns and provide resolutions. ● Ability to function independently as well as in a team. ● Demonstrated conflict resolution, negotiation, and follow-up skills. ● Demonstrated ownership to resolve complex claims issues, escalating when necessary. ● Ability to maintain regular and reliable attendance, including the daily schedule. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹40,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Internet reimbursement Leave encashment Paid time off Schedule: Day shift Supplemental Pay: Yearly bonus Ability to commute/relocate: Surat, Gujarat: Reliably commute or planning to relocate before starting work (Required) Experience: Claim Settlement : 2 years (Required) Language: Gujarati (Preferred) Location: Surat, Gujarat (Required) Work Location: In person Speak with the employer +91 9023928717 Expected Start Date: 01/07/2025

Claims Officer

Surat, Gujarat

2 - 3 years

INR 2.4 - 4.8 Lacs P.A.

On-site

Full Time

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 contributing to business growth through lead generation and upselling. Job Duties and Deliverables include, but are not limited to ● Constantly upgrading yourself on industry trends and claim procedures. ● Managing claim intimations and ensuring accurate registration of claims. ● Coordinating with AMCs for smooth claim processes and timely resolutions. ● Collecting, verifying, and maintaining claim documentation from clients. ● Filing all claims-related documents systematically for easy retrieval. ● Proactively following up on pending claims to ensure settlement. ● Identifying opportunities for lead generation and upselling additional products or services during client interactions. ● Supporting other general insurance operations, including client follow-ups and coordination, as needed. Minimum Requirements ● You have a bachelor’s degree in administration, commerce, or a related field. ● 2-3 years of hands-on experience in insurance claims processing. ● Ability to communicate correctly and clearly with all customers. ● Maintain a positive attitude with a focus on customer satisfaction. Preferred Skills ● Superior knowledge of insurance products and claim processes. ● Excellent documentation and organizational skills. ● Good listening ability to understand customer concerns and provide resolutions. ● Ability to function independently as well as in a team. ● Demonstrated conflict resolution, negotiation, and follow-up skills. ● Demonstrated ownership to resolve complex claims issues, escalating when necessary. ● Ability to maintain regular and reliable attendance, including the daily schedule. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹40,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Internet reimbursement Leave encashment Paid time off Schedule: Day shift Supplemental Pay: Yearly bonus Ability to commute/relocate: Surat, Gujarat: Reliably commute or planning to relocate before starting work (Required) Experience: Claim Settlement : 2 years (Required) Language: Gujarati (Preferred) Location: Surat, Gujarat (Required) Work Location: In person

Claims Officer

Surat

2 - 3 years

INR 2.4 - 4.8 Lacs P.A.

On-site

Full Time

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 contributing to business growth through lead generation and upselling. Job Duties and Deliverables include, but are not limited to ● Constantly upgrading yourself on industry trends and claim procedures. ● Managing claim intimations and ensuring accurate registration of claims. ● Coordinating with AMCs for smooth claim processes and timely resolutions. ● Collecting, verifying, and maintaining claim documentation from clients. ● Filing all claims-related documents systematically for easy retrieval. ● Proactively following up on pending claims to ensure settlement. ● Identifying opportunities for lead generation and upselling additional products or services during client interactions. ● Supporting other general insurance operations, including client follow-ups and coordination, as needed. Minimum Requirements ● You have a bachelor’s degree in administration, commerce, or a related field. ● 2-3 years of hands-on experience in insurance claims processing. ● Ability to communicate correctly and clearly with all customers. ● Maintain a positive attitude with a focus on customer satisfaction. Preferred Skills ● Superior knowledge of insurance products and claim processes. ● Excellent documentation and organizational skills. ● Good listening ability to understand customer concerns and provide resolutions. ● Ability to function independently as well as in a team. ● Demonstrated conflict resolution, negotiation, and follow-up skills. ● Demonstrated ownership to resolve complex claims issues, escalating when necessary. ● Ability to maintain regular and reliable attendance, including the daily schedule. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹40,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Internet reimbursement Leave encashment Paid time off Schedule: Day shift Supplemental Pay: Yearly bonus Ability to commute/relocate: Surat, Gujarat: Reliably commute or planning to relocate before starting work (Required) Experience: Claim Settlement : 2 years (Required) Language: Gujarati (Preferred) Location: Surat, Gujarat (Required) Work Location: In person

Receptionist

Majura Gate, Surat, Gujarat

1 years

INR 0.96 - 2.16 Lacs P.A.

On-site

Full Time

We are looking for a receptionist to be responsible for greeting clients and visitors to our office. candidate will be in charge of giving clients directions to various parts of the office, contacting employees regarding visitors, answering phones and taking messages, and sorting and distributing mail. ●Proven work experience as a Receptionist, Front Office Representative or similar role ● Proficiency in Microsoft Office Suite ● Hands-on experience with office equipment (e.g. fax machines and printers) ● Professional attitude and appearance ● Proficiency in English language ● Ability to be resourceful and proactive when issues arise ● Excellent organizational skills ● Multitasking and time-management skills, with the ability to prioritize tasks ● Customer service attitude Job Type: Full-time Pay: ₹8,000.00 - ₹18,000.00 per month Benefits: Leave encashment Paid time off Schedule: Day shift Supplemental Pay: Performance bonus Yearly bonus Experience: Microsoft Office: 1 year (Preferred) Front desk - Receptionist: 1 year (Preferred) total work: 1 year (Preferred) Language: English (Preferred) Work Location: In person

Receptionist

India

1 years

INR 0.96 - 2.16 Lacs P.A.

On-site

Full Time

We are looking for a receptionist to be responsible for greeting clients and visitors to our office. candidate will be in charge of giving clients directions to various parts of the office, contacting employees regarding visitors, answering phones and taking messages, and sorting and distributing mail. ●Proven work experience as a Receptionist, Front Office Representative or similar role ● Proficiency in Microsoft Office Suite ● Hands-on experience with office equipment (e.g. fax machines and printers) ● Professional attitude and appearance ● Proficiency in English language ● Ability to be resourceful and proactive when issues arise ● Excellent organizational skills ● Multitasking and time-management skills, with the ability to prioritize tasks ● Customer service attitude Job Type: Full-time Pay: ₹8,000.00 - ₹18,000.00 per month Benefits: Leave encashment Paid time off Schedule: Day shift Supplemental Pay: Performance bonus Yearly bonus Experience: Microsoft Office: 1 year (Preferred) Front desk - Receptionist: 1 year (Preferred) total work: 1 year (Preferred) Language: English (Preferred) Work Location: In person

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