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Job Information

  • Employee Type:

    Full Time

  • Contact Person:

    Harish Sondhiya

  • Contact:

    91719 30707

  • Location:

    Ahmedabad

  • Job Position:

    Wealth Advisor

  • Experience

    1 to 3 Years

  • Qualifications:

    Any Graduate

  • Salary:

    ₹300000 - ₹ 400000

  • Date posted:

    21-Jun-24

Wealth Advisor

Wealthstreet

Ahmedabad

Job Description:

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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. 
Job Location 
Mondeal Heights, Ahmedabad Head Office