Your browser does not support javascript! Please enable it, otherwise web will not work for you.

Branch Wealth Manager - Mutual Fund- Kolkata, @ Angel Broking

Home > Trading, Asset & Wealth Management

 Branch Wealth Manager - Mutual Fund- Kolkata,

Job Description


Job description

  • Acquisition of potential new Sub-broker for Mutual Fund (SB & IFA)
  • Ensure 90% of Sub-brokers (SB & IFA) are Active every month
  • Work on Inactive SBs to make them Active
  • Advising Sub-brokers clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc.
  • Responsible for delivering SIP / Lump sum targets
  • Conduct SB engagement programs every month
  • Manage 90 % of SIP Registered to Triggered ratio
  • Up selling of Third party financial products Life & Non-Life Insurance, Mutual Fund - SIP etc.


Interested candidates can reach me at sa************r@an*********g.com



Job Classification

Industry: Investment Banking / Venture Capital / Private Equity
Functional Area: BFSI, Investments & Trading,
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management
Employement Type: Full time

Education

Under Graduation: Any Graduate
Post Graduation: Any Postgraduate

Contact Details:

Company: Angel Broking
Address: Ground Floor, G-1, Ackruti Trade Centre,, Andheri East, Mumbai City, Maharashtra,, MUMBAI, Maharashtra, India
Location(s): Kolkata
Website: http://www.angelbroking.com

+ View Contactajax loader


Keyskills:   Wealth Management Mutual Funds Insurance Customer Service Non Life Finance Asset Allocation Financial Products Third Party LI

 Job seems aged, it may have been expired!
 Fraud Alert to job seekers!

₹ 2,50,000 - 4,00,000 P.A

Similar positions

Wanted Fresher For Banking Back-end Officer - On Roll

  • Creative Hands HR
  • 0 - 4 years
  • Hyderabad
  • 7 days ago
₹ 2.5-6 Lacs P.A.

Sr. Relationship Manager / Wealth Manager

  • Bajaj Capital
  • 0 - 5 years
  • Kolkata
  • 14 days ago
₹ 4-9 Lacs P.A.

Sr. Relationship Manager / Wealth Manager

  • Bajaj Capital
  • 0 - 5 years
  • Kolkata
  • 14 days ago
₹ 4-9 Lacs P.A.

Fund Accounting Roles - Pune & Bangalore

  • Genpact
  • 3 - 7 years
  • Pune
  • 22 days ago
₹ Not Disclosed

Angel Broking

Angel Broking Limited