Cluster Wealth Manager

1 - 5 years

1 - 5 Lacs

Posted:1 day ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

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.

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Financial Services

New Delhi

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