Job descriptionCompany Name – Wealth Street FinancialPosition Name: Wealth AdvisorExperience Minimum : 1 year and aboveIndustry Experience Required : Banking, Broking firm, DSA, Insurance companyCTC Offered : 4 LPAJob 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.