Cluster Wealth Manager

Key Responsibilities :

• Acquire potential new Sub-brokers / Partners for Mutual Funds (SB & IFA).
• Ensure 90% of Sub-brokers (SB & IFA) remain active every month.
• Reactivate inactive Sub-brokers to drive engagement and transactions.
• Advise Sub-broker clients on investment ideas tailored to risk profile, return expectations, asset allocation, and liquidity needs.
• Deliver on Mutual Fund (SIP & Lump-sum) and Insurance (Life, General & Health Insurance) targets.
• Conduct monthly SB engagement programs to enhance partner relationships.
• Manage 90% of SIP Registered to Triggered ratio.
• Ensure 100% service delivery to assigned partners.

Skills Required

Wealth Management, Mutual Funds, Sip, Relationship Management