Company Description
DBS Wealth Management LLP is a trusted wealth management and financial services firm with over 24 years of experience supporting individuals, families, professionals, and businesses in building, growing, and preserving their wealth. The firm follows a client-first approach, offering personalized strategies that align with each investor’s goals, risk profile, and long-term vision. Drawing on market insights, research-driven methodologies, and a commitment to transparency, DBS Wealth Management LLP helps clients make informed decisions in changing market conditions. The firm provides services across equity, mutual funds, insurance, portfolio management services (PMS), and alternative investment funds (AIF). Its mission is to simplify investing, create long-term value, and build lasting relationships through integrity, professionalism, and exceptional client service.

Role Description
The Executive – Sales Coordinator is a full-time, on-site role based in the Pune Division. This position is responsible for supporting the sales team with day-to-day coordination,



including managing schedules, preparing sales reports, tracking leads, and ensuring timely follow-up with prospective and existing clients. The role involves handling customer inquiries, maintaining accurate records in CRM or internal systems, and assisting in the smooth execution of sales processes and operations. The Executive – Sales Coordinator will collaborate closely with sales and operations teams, contribute to sales presentations, and help streamline communication between internal stakeholders and clients. This role requires a proactive approach to administrative and sales support tasks to enable efficient and client-focused business growth.

Qualifications
- Candidates should possess solid skills in Sales Coordination and Sales Operations to support daily sales activities and processes.
- Candidates should possess solid Sales skills, including lead management, basic sales pipeline

📌 Executive-Sales coordinator (Pune Division)
🏢 DBS Wealth Management
📍 Pune Division