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
  • Experience2 - 5 Years
  • No. of Openings15
  • EducationAny Bachelor Degree, B.B.A, B.Com, M.B.A/PGDM, M.Com
  • RoleWealth Advisor
  • Industry TypeBanking / Financial Services / Stock Broking
  • Gender[ Male / Female ]
  • Job CountryIndia
  • Job TypeWork from Office

About Whiteforce

White - Force is the leading career destination for job seekers at every stage of their careers. White - Force Jobs is a leading job board for employers in the india. With more than 1 million candidates registered, professionals receive career advice, news and real-time connections with approved employers. Unique communication and engagement tools connect jobseekers and job agencies with easy-to-find right candidates.
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