Client Wealth Partner

Ddsw Financial Services Private Limited (Ddsw Financial Services Private Limited) is hiring a Client Wealth Partner in Kandivali West, mumbai. Conduct 5 Zoom Meetings Daily With Prospective Clients- Present And Explain Financial Products (Mediclaim, Insurance, Sips, Mutual Funds)- Convert Leads Into Closures- Build Strong Client Relationships And Trust- Follow Up With Potential Clients- Maintain Daily Reports And Crm Updates. More Than 2 Years Experience Compulsory. | Skills Needed : Email | MS Power Point, Basic Excel, Manage Operations

Job Overview

• Role: Client Wealth Partner
• Company: Ddsw Financial Services Private Limited (Ddsw Financial Services Private Limited)
• Industry / Category: Business Development
• Location: Kandivali West, mumbai - 400067
• Salary: Rs. 25000 - Rs. 80000
• Openings: 5
• Employment type: FULL TIME
• Working hours: 9:15 AM - 6:15 PM | Monday to Saturday
• Experience: gt 2 years

Key Responsibilities

Conduct 5 Zoom Meetings Daily With Prospective Clients- Present And Explain Financial Products (Mediclaim, Insurance, Sips, Mutual Funds)- Convert Leads Into Closures- Build Strong Client Relationships And Trust- Follow Up With Potential Clients- Maintain Daily Reports And Crm Updates. More Than 2 Years Experience Compulsory. | Skills Needed : Email | MS Power Point, Basic Excel, Manage Operations

Eligibility & Requirements

• Minimum qualification: Graduate.
• Experience: gt 2 years (freshers welcome).
• Key skills: Basic Excel, Email, Manage Operations, Ms Power Point.
• More Than 2 Years Experience Compulsory. | Skills Needed : Email | MS Power Point, Basic Excel, Manage Operations.
• Open to: Both Male And Female Can Apply.

About the Company

Ddsw Financial Services Private Limited (Ddsw Financial Services Private Limited) is hiring across Business Development roles in mumbai. This Client Wealth Partner position offers Rs. 25000 - Rs. 80000 with 5 openings currently available. Candidates from mumbai and surrounding localities are encouraged to apply.

How to Apply

Interested candidates can apply for this Client Wealth Partner job in Kandivali West, mumbai directly on BetterJobs.in. Click Apply Now or use Contact Company to connect with the employer. Apply early — Client Wealth Partner roles in mumbai fill up fast.