Wealth Advisor

2 weeks ago

Ahmedabad Gujarat, India Wealthstreet Advisors Private Limited Full time

We are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities, Insurance, etc.

At Wealthstreet, we firmly believe that smart Investing today is the key to a brighter, profitable and tension free tomorrow. We provide customized financial solutions to our clients to help them achieve their goals. Our experience as financial experts allow us to accurately analyze your risk appetite and future goals to perfect a wealth generation plan ideal for you. A right blend of Personal Touch and Technology that you always wanted. Our passionate and committed team is at your service.

Spearheaded by experienced and expert professionals, we have presence in key geographies across India (Gujarat, Maharashtra, Odisha, Rajasthan, West Bengal, & New Delhi) and further expanding at a brisk pace.

**Job Descriptio**
- 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.

**Educational Qualifications**

**Experience**

Minimum : 1 year and above

**Industry Experience Required**

Banking, Broking firm, DSA, Insurance company

Pay: ₹25,000.00 - ₹35,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

**Speak with the employer**
+91 7041395653

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