Insurance and Mutual Fund Sales - Surat @ Angel Broking

Job Description

Job Description

• Acquisition of potential new Sub-broker / Partner 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 Mutual Fund (SIP & Lump-sum), Insurance (LI, GI & HI) targets
• Conduct SB engagement programs every month
• Manage 90 % of SIP Registered to Triggered ratio
• Ensuring 100% service delivery to assigned partners

Desired Skills

• Should be from Broking industry with relevant experience
• NISM 5A Certified
• Should have good communication and convincing skills
• Should be open to work in target-oriented environment.
• Outgoing personality, you are confident when interacting with people of higher seniority.
• Willing to take initiative and ability to think outside the box

Interested candidate please share resume at na*********g@an*********g.com

Job Classification

Industry: Financial Services (Broking)
Functional Area:
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management
Employement Type: Full time

Education

Under Graduation: Any Graduate
Post Graduation: M.Tech in Any Specialization, MS/M.Sc(Science) in Any Specialization
Doctorate: Ph.D/Doctorate in Environmental

Contact Details:

Company: Angel One
Location(s): Surat,Gujarat
Website: https://www.angelone.in/

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Keyskills:   Wealth Management Demat Insurance Sales Mutual Funds Sales NISM IRDA SB & IFA Sub-broker / Partner for Mutual Fund