Company Description Wealthe provides a range of investment services aimed at paving the path to financial freedom and improving the lives of our clients. We specialize in wealth creation through goal-based investing and financial independence planning. Our mission is to ensure future financial stability and security for our clients. Role Description This is a full-time equity dealer role, located on-site in Meerut. The Equity Dealer will be responsible for trading equities, monitoring market trends, conducting research on companies, maintaining strong client relationships, ensuring compliance with regulations, and collaborating with other financial professionals to develop successful investment strategies. The role also involves new client acquisition. Qualifications NISM VIII certificate is a must Good command over MS Excel Min. 1 year of experience in Stock Market and Trading Strong understanding of Equities and Investments Excellent analytical and problem-solving skills Strong communication and interpersonal skills Bachelor's degree in Finance, Economics, or a related field is a plus Previous experience in an investment or trading role is advantageous
As an Insurance Advisor at Wealthe, your role will involve providing insurance consulting, offering advice, assisting clients with insurance needs, and maintaining excellent customer service. You will be responsible for evaluating insurance policies, advising clients on suitable options, and ensuring effective communication throughout the process. Key Responsibilities: - Develop and implement sales strategies to achieve targets and maximize revenue. - Build and maintain strong relationships with clients to understand their needs and provide tailored solutions. - Generate leads through networking events, cold calling, and digital marketing. - Conduct sales pitches and presentations to showcase insurance products and services. Qualifications Required: - Sales skills - Bachelor's degree - Strong communication skills - Ability to work independently - Consulting and customer service skills - Relevant experience in the insurance or financial services industry If you have the required qualifications and skills, this part-time role as an Insurance Advisor at Wealthe in Meerut is the right opportunity for you. Join us and take your earnings to the next level!,