Wealth Advisor

Job opening at Ahmedabad

Location

Ahmedabad

Address

Ahmedabad

Employment

Full Time

Qualification

Any Graduate

Payment

300000 to 400000

Date Posted

2024 May,18

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. 





Job requirements

  • Experience: 1 to 2 Year.
  • Education : Any Graduate
  • Specilization : Any Graduate...
  • Skills :
  • Industry Type : Insurance
  • Status : Not Disclose.

Company Name : Wealthstreet

Website

About Company

Wealthstreet is one-stop solution for all your financial requirements. Read more