Employee Type:
Full TimeContact Person:
Mili ChavhanContact:
6264800152Location:
AhmedabadJob Position:
Wealth AdvisorExperience
1 to 2 YearsQualifications:
Any GraduateSalary:
₹300000 - ₹ 400000Date posted:
18-May-24Wealthstreet
Ahmedabad
Job Description
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Candidate will be Responsible for Direct Sales of
Demat account and Retail accounts acquisition for
equity, commodity, and currency.
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Responsible for sales of other wealth Products like:
Mutual Funds, PMS & AIF
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Responsible for generating revenue from Third party
product like Insurance, Bonds, FDs
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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.
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Will need to be constantly updated with the market
knowledge
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Ensure all the activities are in adherence as per
compliance.
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