logo

JobNob

Your Career. Our Passion.

Wealth Advisor


Sai Management Consultancy


Location

Ahmedabad | India


Job description

Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity, commodity, and currency. Responsible for generating revenue from Third party product like Insurance, Bonds, FDs Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF Will need to be constantly updated with the market knowledge. 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. Ensure all the activities are in adherence as per compliance.


Job tags



Salary

All rights reserved