Wealth Advisor
- Type:
- Full Time
- Location:
- Noida Sector-125
- Description:
-
Company Name : Elite Wealth
Visit at www.elitewealth.in .
Job Role :
Responsible to fulfil the financial needs of the Clients.
- Acquisitions of New Clients for multiple financial products which includes portfolio management, Mutual Funds, Share market, financial planning, NPS etc.
- Making sound marketing strategies for client acquisition and retention.
- Ensuring client satisfaction by building good relationship with clients.
- Active participation in business planning with your team members.
- Keeping record of clientele.
Job Specification :
- Excellent Communication skills (Verbal as well as Written)
- Proactive.
- Must be Graduate.
- Knowledge of Financial products.
- Must have own conveyance.
Reporting to : VP-Business Development/ AVP-WMS
No.of Vacancies : 3
Additional Benefits :
- Conveyance reimbursement
- Corporate SIM
- Career Advancement opportunities
- Learn and earn policy in which new joinee can clear 5 NISM certifications relevant to the field and they will get an increment of Rs.2500 within three months. Increment on completion of CFP and examination fee’s reimbursement.
About Us :
Elite Wealth Limited, more popularly known as Elite Wealth, is one of today’s a wealth advisory and financial services. Elite Wealth offers a wide range of wealth generation solutions to individuals and institutions based on creative value-investing ideas. Its strength lies in its customer-centric approach and a firm commitment to make your money work for you.
Achieving financial success requires an experienced team, determined leadership, access to the latest information, technology and resources, as well as the ability to anticipate and read changing conditions.
Share your resume with email subject line – “Ref” FPSB India”
- Hiring Manager Details: