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Wealthstreet Advisors
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RM cum Dealer

RM cum Dealer

Wealthstreet Advisors

1 - 6 years

|

1 - 5 Lacs

Surat

Posted:8 hours ago| Platform:

Apply

Skills Required

NISM financial products Mutual funds Operations

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Role and Responsibilities:Acquiring new clientsCross Selling of Mutual Fund, Insurance Executing orders on behalf of clients/ APOperational activity of clients like KYC and other products like MF/Insurance & other financial products etc Understanding clients needsJob Location: Majura Gate, Ring Road, Surat GujaratCertification requirement: NISM

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Wealthstreet Advisors

Wealthstreet Advisors

www.wealthstreetadvisors.com

Financial Services

New York

50 Employees

2 Jobs

Key People

John Doe

CEO
Jane Smith

Chief Financial Officer
Emily Johnson

Investment Advisor

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