
Wealth Advisor
6 days ago
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.
Pay: ₹25,000.00 - ₹30,000.00 per month
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
- Quarterly bonus
- Yearly bonus
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work: 1 year (preferred)
- Wealth Advisor: 1 year (preferred)
**Location**:
- Ahmedabad, Gujarat (preferred)
Work Location: In person
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