Client Wealth Partner

Ddsw Financial Services Private Limited is hiring a Client Wealth Partner in Kandivali West, Mumbai. 5 candidates will be hired for this role. Salary is up to ₹30,000/month.

Note from the employer

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

Day-to-day work

• Maintain a professional attitude with customers and colleagues
• Follow company processes and safety guidelines
• Coordinate with your supervisor and team members.
• Keep simple daily records of your work
• Complete assigned tasks accurately and on time
• Raise issues early and suggest practical fixes

Eligibility

• At least 2 years of relevant experience
• Minimum qualification: Graduate
• Skills: Basic Excel, Email, Manage Operations, Ms Power Point
• Good English
• More Than 2 Years Experience Compulsory.
• Skills Needed: Email
• MS Power Point, Basic Excel, Manage Operations

Compensation

Salary: ₹25,000 – ₹30,000 per month, based on skills and experience.

Position details

• Location: Kandivali West, Mumbai, Maharashtra
• Interview timings: 11:00 AM - 4:00 PM | Monday to Saturday
• Job type: Full time
• Work mode: Work from office
• Working hours: 9:15 AM - 6:15 PM | Monday to Saturday
• Vacancies: 5

Interested? Apply now on BetterJobs with your resume — Ddsw Financial Services Private Limited reviews applications regularly.