Wealthstreet Financial Services Pvt Ltd - Wealth Advisor (Lead Generation/ Sales)

Wealth Advisor (Lead Generation/ Sales) - Wealthstreet Financial Services Pvt Ltd-

Pre. Industry- Stock Broking

Job Description-

• Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity products.
• 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.

Locations- 

• SG Highway Ahmedabad -

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