Branch Wealth Manager

☞ Angel Broking

Aussicht: 109

Update Tag: 06-05-2024

Ort: Kolkata West Bengal

Kategorie: Andere

Industrie:

Jobtyp: Full-time

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Jobinhalt

Role :- Branch Wealth Manager
Industry :- Experienced Broking professionals/ Banking/Financial Services/
Reporting to :- Cluster Wealth Manager / Regional Head
Skills Required :- Relationship Management, Good knowledge of financial/stock broking products/features,
Academic background :- PG/Graduation in any stream.
Work experience :- Min 2 - 3 Years of experience in Financial/stock broking industry

*Job description*

● Acquisition of potential new Sub-broker for Mutual Fund (SB & IFA)
● Ensure 90% of Sub-broker’s (SB & IFA) are Active every month
● Work on Inactive SBs to make them Active
● Advising Sub-broker’s 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 Skills ● 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.
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Frist: 20-06-2024

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