About the role
Wealth Advisor (Lead Generation/ Sales) - Wealthstreet Financial Services Pvt Ltd-
Pre. Industry- Stock Broking
Job Description-
- Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity products.
- 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.
Locations-
- SG Highway Ahmedabad-380015
Product-
Demat/ Mutual Fund/ Bond/ FD (Any)
Experience-
Min 3 Year
Qualification-
Any Graduate, Age: Up to 30 Years