Wealth Advisor

6 days ago

Ahmedabad Gujarat, India Sai Management Consultancy Full time

Ahmedabad, Gujarat, India **Job Description**: 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. **Required Skills**: Wealth manager, Sales manager, Relationship manager, Mutual Fund, equity, Insurance, PMS

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