Wallet Finserve

Customer Relations Officer

Wallet Finserve
Chandkheda, Ahmedabad
₹25,000 - ₹50,000 monthly*

Fixed

₹25,000 - ₹35,000

Average Incentives*

₹15,000

Earning Potential

₹50,000

Field JobField Job
Full TimeFull Time
Min. 3 yearsMin. 3 years
Good (Intermediate / Advanced) EnglishGood (Intermediate / Advanced) English

Job highlights

Urgently hiring

Urgently hiring

17 applicants

17 applicants

Benefits include: PF, Petrol Allowance, Internet Allowance, Flexible Working Hours, Health Insurance

Benefits include: PF, Petrol Allowance, Internet Allowance, Flexible Working Hours, Health Insurance

Job Description

  • Client Advisory: Meet individual and corporate clients to analyze financial situations and build goal-based financial plans. [1, 2]
  • Portfolio Management: Construct, review, monitor, and rebalance diversified investment portfolios aligned with client risk profiles. [1, 2]
  • Product Dealings: Manage and advise on mutual funds, portfolio management services (PMS), alternative investment funds (AIF), stock broking, insurance (life, health, general), and loan/bond products. [1, 2, 3]
  • Relationship & Growth: Maintain long-term client trust, build local referral networks, and support branch growth. [1, 2]
  • Compliance: Ensure adherence to SEBI, AMFI, KYC, and internal regulatory requirements. [1]


Job role

Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 3 years
Education
EducationGraduate
Skills
SkillsLife insurance, Mutual funds, Retirement Plans, Fixed Deposits, ULIP
English level
English levelGood (Intermediate / Advanced) English
Regional language
Regional languageFluent in speaking Gujarati, Hindi
Assets
AssetsTwo-wheeler Vehicle, Two Wheeler Driving License, NISM Certificate
Degree/ Specialisation
Degree/ SpecialisationB.Com (Hons.) in Financial Markets
Age limit
Age limit25 - 45 years
Gender
GenderMale

About company

Name
NameWallet Finserve
Address
AddressChandkheda, Ahmedabad, Gujarat, India
Job posted by Wallet Finserve

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You can expect a minimum salary of 25,000 INR and can go up to 50,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 3 to 31 years are eligible to apply for this job. You can apply for more jobs in Ahmedabad to get hired quickly.

The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.

Only Male candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Ahmedabad at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is 24 Oct 2026. For more details, download apna app and find Full Time jobs in Ahmedabad . Through apna, you can find jobs in 64 cities across India. Join NOW!