Employee Type:
Full TimeContact Person:
Mayank Verma IndoreContact:
91791 99909Location:
AhmedabadJob Position:
Wealth AdvisorExperience
1 to 5 YearsQualifications:
Any GraduateSalary:
₹400000 - ₹ 400000Date posted:
15-Mar-24Wealthstreet
Ahmedabad
(1) Position Name: Wealth Advisor
No. of Vacancies 05 (Male / Female)
Educational Qualifications Preferred: B.com/M.com/ MBA/BBA
Experience Minimum : 1 year and above
Industry Experience Required Banking, Broking firm, DSA, Insurance company
CTC Offered [per Annum] Upto 4 LPA
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