Wealthstreet Financial Services Pvt Ltd - Wealth Advisor (Lead Generation/ Sales)
Nexthire
Apply to this job Ahmedabad, IN Until 8/22/2026 3+ years exp First posted April 20, 2026 Last posted April 20, 2026
Job description
Wealth Advisor (Lead Generation/ Sales) - Wealthstreet Financial Services Pvt Ltd- www.wealthstreet.in
Pre. Industry- Stock Broking
Job Description-
- Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity products.
- Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF
- Responsible for generating revenue from Third party product like Insurance, Bonds, FDs
- Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business.
- Will need to be constantly updated with the market knowledge
- Ensure all the activities are in adherence as per compliance.
Locations-
- SG Highway Ahmedabad-380015
Product-
Demat/ Mutual Fund/ Bond/ FD (Any)
Experience-
Min 3 Year
Qualification-
Any Graduate, Age: Up to 30 Years
About this role
Summary
Sell demat accounts, wealth products, develop client relationships, ensure compliance
Job title
Wealth Advisor (Lead Generation/ Sales)
Experience level
3+ years
Minimum experience
3+ years exp
Industry
stock broking
Location requirements
Ahmedabad, IN; on-site; no remote work
Salary
Not specified
Management role
No
Skills & keywords
Required skills
salesclient relationshipmarket knowledge
Preferred skills
None specified
Specializations
dematwealth productsmutual fundsequity
Locations
Structured locations inferred from the posting.
Ahmedabad, Gujarat, India
On-site City
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