Wealth Advisor

Job description

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