Company: Wealthstreet Financial Services Pvt Ltd
Website: www.wealthstreet.in
Qualifications: Any Graduate
Experience: Minimum 1 year and above
Industry Experience Required: Banking, Broking firm, DSA, Insurance company
CTC Offered [Per Annum]: Up to 4 LPA
Job Locations: Ahmedabad, Mumbai and Delhi
Job Description:
Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity, commodity, and currency.
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.