Wealth Advisor

Job opening at Ahmedabad

Location

Ahmedabad

Address

Ahmedabad

Employment

Full Time

Qualification

Any Graduate

Payment

300000 to 400000

Date Posted

2024 Jun,21

HR

Harish Sondhiya

Contact

harish.sondhiya@white-force.in

Mobile

91719 30707


Job description

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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 
 
 
 



Job requirements

  • Experience: 1 to 3 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