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

Field Job

Full Time

Any experience

Basic English

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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