Roles and Responsibilities
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.
Desired Candidate Profile
Knowledge of Mutual Fund /Wealth Management product sales is Mandatory
Good knowledge & social network of the city
Open and flexible enough to travel
Experience in building distribution
Should have good communication and convincing skills
Should be open to work in challenging & target oriented environment
Perks and Benefits
Fixed Salary+ Lucrative Incentives
Interested candidate please share resume at na*********g@an*********g.com

Keyskills: Amfi NISM Wealth Management Demat Mutual Funds Sales Insurance Equity MF