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Branch Wealth Manager - Insurance/Mutual Fund @ Angel Broking

Home > Trading, Asset & Wealth Management

 Branch Wealth Manager - Insurance/Mutual Fund

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.
Deliver outstanding customer service with enthusiasm and a winning smile.


Required Candidate profile


  • Should have good communication and convincing skills
  • Should be open to work in target-oriented environment

Interested candidate contact

e mail id : su************a@an*********g.com



Job Classification

Industry: Financial Services
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
Doctorate: Any Doctorate

Contact Details:

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

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Keyskills:   General Insurance Life Insurance Insurance Sales Mutual Funds Sales B2B Sales

 Job seems aged, it may have been expired!
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₹ 2,00,000 - 3,75,000 P.A

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Angel Broking

Angel Broking Limited