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WEALTH ADVISOR
Location: IN-Ahmedabad
Jobcode: 4836
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CandidatewillbeResponsibleforDirectSalesof
DemataccountandRetailaccountsacquisitionfor
equity,commodity,andcurrency.
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ResponsibleforsalesofotherwealthProductslike:
MutualFunds,PMS&AIF
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ResponsibleforgeneratingrevenuefromThirdparty
productlikeInsurance,Bonds,FDs
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DevelopandmaintainaLong-termrelationshipwith
customerstomaintainahighlevelofretentionofthe
existingcustomersandfocusongeneratingnew
business.
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Willneedtobeconstantlyupdatedwiththemarket
knowledge
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Ensurealltheactivitiesareinadherenceasper
compliance.
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