Cluster Wealth ManagerConfidential • Kolkata
Cluster Wealth Manager
Confidential • Kolkata
10 days ago
Job descriptionDeliver Mutual Fund (SIP & Lump-sum) and Insurance (LI, GI & HI) targets. Manage 90% of SIP Registered to Triggered ratio. Ensure 100% service delivery to assigned partners. Conduct SB engagement programs every month. Advise Sub-broker clients on investment ideas based on risk profile, return expectation, asset allocation, and liquidity needs. Candidate with experience from Broking industry. Strong communication and convincing skills. Outgoing personality; confident when interacting with senior stakeholders. Target-oriented and results-driven. Willing to take initiative and think creatively.
Key Responsibilities :
Franchisee & Partner Acquisition :
- Acquire potential new Sub-brokers / Partners for Mutual Fund (SB & IFA).
- Ensure 90% of Sub-brokers (SB & IFA) are active every month.
- Work on inactive Sub-brokers to make them active.
Sales & Revenue Management :
Service & Relationship Management :
Who You Are :
Skills Required
partner engagement, Mutual Fund Sales, Insurance Sales, Relationship Management
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Cluster Manager • Kolkata
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