Branch Wealth Manager

Branch Wealth Manager

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

• Strong capabilities in

  acquisition of new Sub-brokers/Partners

  .
• Proven ability to

  activate and manage Sub-broker activity

  .
• Expertise in

  advising clients on various investment ideas

  (risk profiling, asset allocation, liquidity).
• Demonstrable track record of delivering

  Mutual Fund (SIP & Lump-sum)

  and

  Insurance (LI, GI & HI) targets

  .
• Experience in

  conducting SB engagement programs

  .
• Proficiency in managing

  SIP Registered to Triggered ratio

  .
• Commitment to

  100% service delivery

  to partners.
• Excellent communication and interpersonal skills.

Qualifications

• Proven experience in wealth management, mutual funds, or insurance sales within a channel sales or branch setting.
• Demonstrable ability to acquire, activate, and manage relationships with financial intermediaries.
• Strong understanding of investment products and financial planning principles.