Branch Wealth Manager

We are actively seeking a highly driven and client-focused Branch Wealth Manager to join our client's team through Acme Services . This pivotal role is responsible for the acquisition and activation of Sub-brokers / Partners for Mutual Funds, driving sales targets across various investment products, and ensuring exceptional service delivery. The ideal candidate will possess strong relationship management skills, a deep understanding of investment products, and a proven ability to activate and engage partners to achieve business objectives.

Key Responsibilities

• Partner Acquisition & Activation : Focus on the acquisition of potential new Sub-brokers / Partners for Mutual Fund (SB & IFA) . Crucially, ensure 90% of Sub-brokers (SB & IFA) are Active every month and proactively work on Inactive SBs to make them Active , maximizing partner engagement and productivity.
• Investment Advisory : Provide expert advice to Sub-broker's clients on various investment ideas based on their risk profile, return expectation, asset allocation, liquidity needs , and other suitability factors.
• Sales Target Achievement : Take full responsibility for delivering Mutual Fund (SIP & Lump-sum), Insurance (Life Insurance, General Insurance & Health Insurance) targets , contributing significantly to the branch's financial performance.
• Partner Engagement Programs : Conduct SB engagement programs every month to foster strong relationships, enhance product knowledge, and motivate partners.
• SIP Performance Management : Manage 90% of SIP (Systematic Investment Plan) Registered to Triggered ratio , ensuring high conversion rates and consistent investment flow.
• Service Delivery Excellence : Guarantee 100% service delivery to assigned partners , ensuring their needs are met promptly and effectively to maintain strong, lasting relationships.

Skills

Qualifications

Skills Required

Wealth Management, partner acquisition, Investment Advisory, Target Achievement, Performance Management, Insurance Sales