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Job Information

  • Employee Type:

    Full Time
  • Contact Person:

    Mili Chavhan
  • Contact:

    6264800152
  • Location:

    Ahmedabad
  • Job Position:

    Wealth Advisor
  • Experience

    1 to 3 Years
  • Qualifications:

    Any Graduate
  • Salary:

    ₹300000 - ₹ 400000
  • Date posted:

    06-Mar-24

Wealth Advisor

Wealthstreet

Ahmedabad

Job Description:

Job Description

  • Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity, commodity, and currency
  • Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF
  • Responsible for generating revenue from Third party product like Insurance, Bonds, FDs
  • Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business.
  • Will need to be constantly updated with the market knowledge
  • Ensure all the activities are in adherence as per compliance.

 

Industry Experience Required

Banking, Broking firm, DSA, Insurance company