Cluster Wealth Manager

Locations -
● Jamshedpur/Ranchi/Asansol/GuwahatiJob Description -●Good knowledge of financial domain (Equity, Mutual Fund, Insurance).● Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). ● Ensure 90% of Sub-broker’s (SB & IFA) are Active every month. ● Work on Inactive SBs to make them Active. ● Advising Sub-broker’s clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. ● Responsible for delivering Mutual Fund (SIP & Lump-sum), Insurance (LI, GI & HI) targets. ● Conduct SB engagement programs every month. ● Manage 90 % of SIP Registered to Triggered ratio. ● Ensuring 100% service delivery to assigned partner’s.Desired Skills -● Should have good communication and convincing skills. ● Should be open to work in target-oriented environment. ● Outgoing personality, you are confident when interacting with people of higher seniority. ● Willing to take initiative and ability to think outside the box.Academic background -● PG/Graduation in any stream.