Wealth Advisor
Job opening at Ahmedabad
Location
Ahmedabad
Address
Ahmedabad
Employment
Full Time
Qualification
Any Graduate
Payment
300000 to 400000
Date Posted
2024 Mar,06
HR
Mili Chavhan
Contact
mili@white-force.com
Mobile
6264800152
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 Required
Banking, Broking firm, DSA, Insurance company
Job requirements
- Experience: 1 to 3 Year.
- Education : Any Graduate
- Specilization : graduate...
-
Skills :
1 salesofdemataccounts
2 salesofwealthproductslikemutualfundsPMFAIS
- Industry Type : Banking / Financial Services / Broking
- Status : Not Disclose.
About Company
Wealthstreet is one-stop solution for all your financial requirements. Read more