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Job Information

  • Employee Type:

    Full Time Jobs

  • Contact Person:

    Mili Chavhan

  • Contact:

    6264800152

  • Location:

    Ahmedabad

  • Job Position:

    Wealth Advisor

  • Experience

    2 to 5 Years

  • Qualifications:

    Any Graduate

  • Salary:

    ₹200000 - ₹ 600000

  • Date posted:

    16-Oct-23

Wealth Advisor

Wealthstreet

Ahmedabad

Job Description:

Job description - 

  • The Relationship Manager will be responsible for acquiring new clients with Self database/ Open Market.
  • Sourcing and servicing Demat A/C,
  • Cross-selling products like Insurance, Mutual Funds, PMS ,
  • Helping clients with their Investments and managing their overall financial portfolio