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Job Information

  • Employee Type:

    Full Time
  • Contact Person:

    Mayank Verma Indore
  • Contact:

    91791 99909
  • Location:

    Ahmedabad
  • Job Position:

    Wealth Advisor
  • Experience

    1 to 4 Years
  • Qualifications:

    Bachelor Of Commerce (B.Com.)
  • Salary:

    ₹300000 - ₹ 400000
  • Date posted:

    16-May-24

Wealth Advisor

ICICI Home Finance

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.