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Job Information

  • Employee Type:

    Full Time
  • Contact Person:

    Mili Chavhan
  • Contact:

    6264800152
  • Location:

    Ahmedabad
  • Job Position:

    Wealth Advisor
  • Experience

    2 to 4 Years
  • Qualifications:

    Any Graduate
  • Salary:

    ₹200000 - ₹ 600000
  • Date posted:

    18-Aug-23

Wealth Advisor

Wealthstreet

Ahmedabad

Job Description:

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