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Job Information

  • Employee Type:

    Full Time
  • Contact Person:

    Ronak Jadav Gujarat
  • Contact:

    9724635782
  • Location:

    Ahmedabad
  • Job Position:

    Wealth Advisor
  • Experience

    1 to 2 Years
  • Qualifications:

    Any Graduate
  • Salary:

    ₹300000 - ₹ 400000
  • Date posted:

    26-Sep-24

Wealth Advisor

Wealthstreet

Ahmedabad

Job Description:

Position Name: Wealth Advisor No. of Vacancies 05 (Male) 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