RM Cum Equity Dealer Wealthstreet Financial Services Pvt. Ltd.
Wealthstreet Financial Services Pvt. Ltd.
Office Location
Full Time
Experience: 2 - 2 years required
Pay:
Salary Information not included
Type: Full Time
Location: Gujarat
Skills: KYC, financial products, acquiring new clients, Executing orders on behalf of clients, Operational activity of clients, MFInsurance
About Wealthstreet Financial Services Pvt. Ltd.
Job Description
As a valuable member of our team, your primary responsibilities will include acquiring new clients and executing orders on behalf of clients/AP. Additionally, you will be responsible for managing operational activities for clients such as KYC compliance and facilitating transactions involving various financial products including Mutual Funds, Insurance, and other related products. It will be essential for you to deeply understand the needs and preferences of our clients to provide them with the best possible service. This position is based in Majura Gate, Ring Road, Surat, Gujarat. Join us in this dynamic role where you will have the opportunity to make a significant impact in the financial services industry.,