Wealth Advisor

  • icon job experience 2 - 5 Years
  • icon job opening 15 Openings
  • icon salary 2.0-6.0 Lac/Yr
  • icon job location Ahmedabad
  • Face-to-Face interview Face-to-Face interview
Key Skills

Mutual Funds Sales Insurance Sell Demate AC Pms Cross Selling Portfolio Management Client Acquiring Walk in

Job Description

Job Description

The Relationship Manager will be responsible for

acquiring new clients with Self data base/ Open

Market.

Sourcing and servicing Demat A/C,

Cross selling products like Insurance, Mutual Funds,

PMS ,

Helping clients on their Investments and managing

their overall financial portfolio
  • Experience

    2 - 5 Years

  • No. of Openings

    15

  • Education

    B.B.A, B.Com, M.B.A/PGDM, M.Com, Any Bachelor Degree

  • Role

    Wealth Advisor

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

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