Job Title

Wealth Advisor/Wealth Manager

Job City

Ahmedabad

Company Profile

Wealthstreet is a one-stop solution for all your financial requirements. At Wealthstreet, we firmly believe that smart financial planning today is the key to a brighter, profitable and tension free tomorrow. Wealthstreet is an ideal mix of Financial and Investment Products, right from Equity to Debts and Real Estate to Insurance Products, whether long-term or short-term, to suit all your financial needs and goals. We analyze your risk taking capacity and strive to balance risk and rewards for you.

We are passionate and committed to cater to all your investment needs regarding Equity, Mutual Funds, Bonds, NCDs, PMS, Real Estate, Insurance and Structured Products. At Wealthstreet we aspire your growth, because we believe in making your dreams come true. When you collaborate with us, you are taking a step towards empowered financial health

Job Profile & Responsibilities

• Relationship Manager will be responsible for acquiring new clients with self-data base
• Sourcing and servicing Demat A/C and for Equity Sales and resolving queries.
• Cross selling products like Insurance, Mutual Funds, PMS.

Prefered Qualifications

B.com/BA/BBA/MBA

Desired Candidate Profile

Presentation Skills, Client Relationships,Meeting Sales Goals, Creativity, Sales.

Additional Details

Minimum 2 years Experience in Stock Broking firm/ Banking/Financial Company.

Salary Range

15,000 - 35,000 per month

How to Apply

hr@wealthstreet.in