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Wealth Planning Officer (WPO) - Mumbai

Weblee Technologies·Mumbai

₹19k a month20–32 yrsFull-time
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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

  • 20–32 yrs of experience
  • Sales
  • Business development
  • Insurance
  • Reporting
  • Excel
  • Class 12

What you get

  • ₹19k a month

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