WEALTH ADVISOR

Job opening at Ahmedabad

Location

Ahmedabad

Address

Ahmedabad

Employment

Full Time

Qualification

Any Graduate

Payment

20000 to 100000

Date Posted

2024 Mar,18

HR

Mahender Sharma Kurukshetra

Contact

mahender.whiteforce@gmail.com

Mobile

98120 93366

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 requirements

  • Experience: 1 to 2 Year.
  • Education : Any Graduate
  • Specilization : BCOM...
  • Skills :
    1 Banking
    2 Brokingfirm
    3 DSA
  • 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