Wealth Planning Officer (WPO) - Mumbai
MumbaiFull-time20–32 yrs19k a monthPosted 1 week ago
Leadership finance role at Weblee Technologies in Mumbai. Needs 20+ years and Class 12. Pays ₹18,500 a month.
About the role
Wealth Planning Officer (WPO) - Mumbai100 openings Candidate has to come to office in morning and evening for reporting. Spend the afternoon on field building new business Understand the client and pursue need based selling, suiting the customer's need and depth of pocket In the evening, updation of days activity on the company's LMS / Excel Sheet (Lead Management System)
What you'll do
- Collect Documents from interested leads
- Ensuring timely issuance of policies by resolving pending issues
What you need
- Sales
- Business development
- Insurance
- Reporting
- Excel