Wealth Advisor

Job opening at Ahmedabad

Location

Ahmedabad

Address

Ahmedabad

Employment

Full Time

Qualification

Any Graduate

Payment

200000 to 600000

Date Posted

2023 Oct,16

HR

Mili Chavhan

Contact

mili@white-force.com

Mobile

6264800152

Job description

Job description - 



  • The Relationship Manager will be responsible for acquiring new clients with Self database/ Open Market.

  • Sourcing and servicing Demat A/C,

  • Cross-selling products like Insurance, Mutual Funds, PMS ,

  • Helping clients with their Investments and managing their overall financial portfolio

Job requirements

  • Experience: 2 to 5 Year.
  • Education : Any Graduate
  • Specilization : graduate...
  • Skills :
  • Industry Type : Banking / Financial Services / Broking
  • Status : Not Disclose.

Company Name : Wealthstreet

Website

About Company

Wealthstreet is one-stop solution for all your financial requirements. Read more