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Job Information

  • Employee Type:

    Full Time
  • Contact Person:

    Mahender Sharma Kurukshetra
  • Contact:

    98120 93366
  • Location:

    Ahmedabad
  • Job Position:

    WEALTH ADVISOR
  • Experience

    1 to 2 Years
  • Qualifications:

    Any Graduate
  • Salary:

    ₹20000 - ₹ 100000
  • Date posted:

    18-Mar-24

WEALTH ADVISOR

Wealthstreet

Ahmedabad

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.