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Employee Type: Full Time
Location: Ahmedabad
Job Position: Wealth Advisor
Experience: 1 to 3
Qualifications: Graduate
Salary: 300000 to 400000
Date posted: 2024 Mar,06

Job Description:


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.   Industry Experience RequiredBanking, Broking firm, DSA, Insurance company