RM cum Equity Dealer

Wealthstreet Financial Services Pvt. Ltd.

2 - 6 years

0 Lacs

surat gujarat

Posted:2 days ago| Platform: Shine logo

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Skills Required

kyc financial products acquiring new clients executing orders on behalf of clients operational activity of clients mfinsurance

Work Mode

On-site

Job Type

Full Time

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.,

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RM cum Equity Dealer