Customer Relations Executive
Wallet Finserve
Customer Relations Executive
Wallet Finserve
Kharvel Nagar, Bhubaneswar Region
₹23,000 - ₹48,000 monthly*
Fixed
₹23000 - ₹28000
Average Incentives*
₹20,000
Earning Potential
₹48,000
You can earn more incentive if you perform well
Job Details
Interview Details
Job highlights
Urgently hiring
20 applicants
Benefits include: PF, Travel Allowance (TA), Petrol Allowance, Internet Allowance, Flexible Working Hours, Health Insurance
Job Description
Wallet4Wealth, a growing financial services company, primarily hires Wealth Managers to provide investment advice, manage client portfolios, and sell financial products (mutual funds, insurance, loans) to individuals and corporations. They offer roles requiring 0–2 years of experience, focusing on financial planning and client acquisition, often needing a degree in Commerce or MBA. WorkIndia.in +2
Common Job Roles & Responsibilities
- Wealth Manager/Relationship Manager: Responsible for creating financial plans, managing client portfolios, selling mutual funds, insurance, and loan products to existing and new clients.
post vacancy all over odisha
Job role
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
Graduate
Skills
Life insurance, Mutual funds, Retirement Plans, Fixed Deposits
English level
Basic English
Regional language
Fluent in speaking Oriya, Hindi
Assets
Two-wheeler Vehicle, Two Wheeler Driving License
Degree/ Specialisation
Any B.Com
Age limit
24 - 45 years
Gender
Male
About company
Name
Wallet Finserve
Address
Odisha, India
Job posted by Wallet Finserve
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