Wealth Manager - Mutual Fund Sales (Part Time)
- Statpro Fintech
- 1 - 6 years
- Multi-City, India
- 27 days ago
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- Kolkata,West Bengal, Bengaluru,Karnataka, Mumbai (All Areas)
Job Description
Role & responsibilities
1. Part time Job - Work from any location & Payout based on total business generated only.
2. Direct to customer Mutual Funds & SIP and other Investment products sales.
3. Onboard clients digitally on Statpro Money - The Wealth Accelerator App. Your existing Mutual fund customers can also be transferred to us.
4. Monthly Payment based on total AUM maintained with us.
5. Payout of approx Rs. 42,000 - 70,000 pm on Rs. 10 Cr AUM. It is calculated as 0.50%-0.90% of total Portfolio value / AUM of the Advisor.
6. Everyone is free to join as Wealth partner. No fees for registration/app access.
7. Full training will be provided for client onboarding & submitting transactions.
8. Additional products: NPS, P2P Investments & Loan Against Securities.
Preferred candidate profile
1. Experience in Mutual Fund and related financial product sales.
Perks and benefits
Suppose, you have existing 10 Clients with a Portfolio of Rs. 50 Lacs each in Equity Mutual fund then the gross payable on monthly basis will be equal to (0.50% - 0.90%* of AUM /12) i.e. Rs. 20,833-36,000/- pm. Similarly if the gross portfolio of your clients is Rs. 25 Crores the monthly payable amount will be Rs. 1.04-1.80 Lacs pm.
Since Mutual Funds offer a long term relationship with the customer hence as and how the portfolio grows over time so would your monthly payout.
Digital Platform
Your clients can download the Statpro Money - Your Wealth Accelerator app from Google Playstore and iOS Store to start their investments digitally online. Your clients can also invest in NPS, P2P Investments, Global Stocks through our app and also apply for Loan Against Securities. You can also initiate transactions for your client from your app login. You will be provided complete training on how to login SIPs/Lump Sums investments and onboard clients digitally. Alternatively, you can also submit paper based transactions forms at the nearest CAMS/Karvy or AMC office.
Big Opportunity
Now you can also do Broker Code Change of existing Investors as per latest AMFI notification. However, brokerage for these investors will be paid from the 7th Month of change of broker code. For any business done through Switch Transactions the Brokerage can be paid from immediate basis.
Thank you for considering this exciting opportunity. We look forward to potentially welcoming you to our team and working together to redefine the future of wealth management.
Job Classification
Industry: Financial Services (Asset Management)Functional Area: Financial Services (Asset Management)
Role Category: BFSI, Investments & Trading - Other
Role: BFSI
Employement Type: Part time
Contact Details:
Company: Statpro FintechLocation(s): Multi-City, India
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About company**Company Introduction: StatPro Fintech Pvt. Ltd.**Download the Statpro Money - Your Wealth Accelerator app now available on Google Playstore & iOS Store. Visit our Youtube Channel @statpromoneyAbout Us:StatPro Fintech Pvt. Ltd. is...
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