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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

Contact Details:

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

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

 Job seems aged, it may have been expired!
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₹ 2,00,000 - 4,00,000 P.A

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