📍 Location: Motera - Ahmedabad
💰 Salary: Up to ₹50,000/Month (Based on Interview & Experience)
🧑💼 Experience: Minimum 1 Year
Build and manage strong client relationships by understanding their financial goals.
Advise clients on investment opportunities such as Mutual Funds, Insurance, PMS, and other financial products.
Achieve business targets through client acquisition, portfolio management, and cross-selling.
Stay updated with market trends and provide strategic wealth management solutions.
Ensure excellent customer service and long-term client retention.
Minimum 1 year of experience in wealth management, financial advisory, or related fields.
Strong knowledge of investment products and financial markets.
Excellent communication and relationship management skills.
Goal-oriented and self-motivated with a passion for client success.
📧 Email: durgesh@trusttrianglemanagement.in
📞 WhatsApp/Call: +91 63554 04085