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Branch Wealth Manager- B2B @ Angel Broking

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 Branch Wealth Manager- B2B

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.

Deliver outstanding customer service with enthusiasm and a winning smile.


Interested candidates can reach me at sh************j@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

Contact Details:

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

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Keyskills:   insurance wealth manager pms Mutual Funds Sales

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₹ 2,50,000 - 3,75,000 P.A

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