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Branch Wealth Manager

4.00 to 9.00 Years   Ahmedabad   31 May, 2023
Acme Services Private Limited
Job LocationAhmedabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryIT - Software
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

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-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 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 partner s

Keyskills :
asset allocationservice delivery

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