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Functional Area


Job openings for wealth advisor in thane

Wealth Advisor


He/she will be responsible to do counseling of interested customers and to suggest best Investment plans as per his/her financial requirements.
• He/she will be responsible to convert the interested customers into clients through doing proactively follow-ups and counseling.
• He/she will be responsible to do contribution to the monthly team and Individual targets through sharing and implementing best practices and ideas
• Excellent communication skills.
• Creative thinking skills.
• The patience and abi…

Experience 1 - 3 Years
Salary Not Disclosed
Industry Financial Services / Banking, Investments / Insurance / stock market / Loan
Qualification Higher Secondary, Other Bachelor Degree
Key Skills Marketing Wealth Advisor finance Advisor

About Company

Contact Person Shivam Pawar
Address M 2.1 Plot No. D-5 Road No. 20, Marol MIDC, Andheri East, Mumbai, Maharashtra 400069
Mobile 8451985964
Email ID hr@careerentry.in