Wealth Advisor

Job description

Company Name – Wealth Street Financial

https://www.wealthstreet.in/

Position Name: Wealth Advisor

Experience Minimum : 1 year and above

Industry Experience Required : Banking, Broking firm, DSA, Insurance company

CTC Offered  : 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.

Interested Candidate Contact

Siddhi Tiwari 

9201975266