Wealthstreet Advisors is a financial advisory firm that specializes in investment management and strategic financial planning for individuals and businesses.
Ahmedabad
INR 3.0 - 7.0 Lacs P.A.
Work from Office
Full Time
1.) Claims for Motor and Health and SME (Starting from Intimation of claim, collection of documents from client, uploading on portal , follow up with client and Insurance for closure of claimData Entry of Claim 2.) Underwriting of SME products in coordination with Insurance Company
Surat
INR 3.0 - 6.0 Lacs P.A.
Work from Office
Full Time
Acquiring new clientsCross Selling of Mutual Fund, Insurance. Executing orders on behalf of clients/ APOperational activity of clients like KYC and other products like MF/Insurance & other financial products etc. Understanding clients needsJob Location: Majura Gate, Ring Road, Surat Gujarat
Surat
INR 1.0 - 5.0 Lacs P.A.
Work from Office
Full Time
Job Role and Responsibilities:Acquiring new clientsCross Selling of Mutual Fund, Insurance Executing orders on behalf of clients/ APOperational activity of clients like KYC and other products like MF/Insurance & other financial products etc Understanding clients needsJob Location: Majura Gate, Ring Road, Surat GujaratCertification requirement: NISM
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