Wealth advisor

Job description

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