Wealth Advisor

  • Ahmedabad, Gujarat
  • Rs. 3,00,000-4,00,000 per year
  • Permanent
  • Full-time
  • 30 days ago
Job descriptionPosition Name: Wealth Advisor
No. of Vacancies 05 (Male)
Educational Qualifications Preferred: B.com/M.com/ MBA/BBAExperience Minimum : 1 year and aboveIndustry Experience Required - Banking, Broking firm, DSA, Insurance companyCTC Offered [per Annum] - Upto 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.
Job Location - Mondeal Heights, Ahmedabad Head OfficeJob requirements
  • Experience: 1 to 2 Year.
  • Education : Any Graduate
  • Specilization : Any graduate...
  • Skills :
  • Industry Type : Insurance
  • Status : Not Disclose.

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