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2.0 - 7.0 years
2 - 5 Lacs
Varanasi, New Delhi, Kanpur
Work from Office
Post: Agency Manager/ Sales Manager CTC: 2.00 - 5.00 Lacs + Incentives Profile: Team Handling & Individual Sales Exp: Min. 1.5 year exp. in any Sales like (Sales/BD, Banking, Financial Sector, Insurance or any other industry) Qualifin: Min. Graduate Required Candidate profile - Minimum Graduate with Min.1.5 Years Sales Experience. - Candidate Age (Preferably b/w 23 - 40 Years) - Good Communication, Interpersonal and Leadership skills. - Must have knowledge of local Market.
Posted 1 month ago
1.0 - 6.0 years
3 - 5 Lacs
Kochi, Pathanamthitta, Kollam
Work from Office
Relationship Manager / Senior RM with AXIS MAX Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com
Posted 1 month ago
2.0 - 7.0 years
3 - 7 Lacs
Kochi, Kollam, Kottayam
Work from Office
Openings for RM / SRM / ERM - Direct Marketing Channel - LIFE INSURANCE Direct sales of various life insurance policies from open market and company leads. Develop new business from existing customers Achieve monthly sales targets CTC : 3 - 7 Lakhs Required Candidate profile Candidates from Life insurance Sales /BFSI Sales / financial services sales only preferred. CTC negotiable based on current CTC Send your CV to bookmark.hr@gmail.com or Whatsapp to 9746475326
Posted 1 month ago
1.0 - 6.0 years
3 - 4 Lacs
Kochi/ Cochin, Cannanore/ Kannur, Pathanamthitta
Work from Office
Relationship Manager / Senior RM with AGEAS FEDERAL Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Kochi/ Cochin, Kasargode, Malappuram
Work from Office
Relationship Manager / Senior RM with Edeelweiss Tokio Life Insurance Company - Bancassurance Channel - ESAF bank CTC : 2.5 - 4 Lakhs + incentives Handle 2 to 3 ESAF bank branches , convert bank leads into sales Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com
Posted 1 month ago
1.0 - 6.0 years
3 - 5 Lacs
Kochi/ Cochin, Kasargode, Kannur
Work from Office
Relationship Manager / Senior RM with AXIS MAX Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com
Posted 1 month ago
1.0 - 5.0 years
1 - 3 Lacs
Guwahati, Kolkata, Ranchi
Work from Office
Agency Development Manager ,Recruit & train agents, meet sales targets, ensure customer satisfaction. Min 2 yrs sales exp, Strong in insurance sales,field sales,agency channel,agent activation, Janvi Hr - 8530014622
Posted 1 month ago
2.0 - 7.0 years
3 - 8 Lacs
Nagpur, Navi Mumbai, Mumbai (All Areas)
Work from Office
Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross – sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by Preferred candidate profile
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
Jagdalpur, Rajnandgaon, Bhilai
Work from Office
Job Responsibilities : - take follow-up on the leads given by the branch - detailed explanation of products to the customers - set up a meeting with potential / existing clients - involves field work Required Candidate profile Criteria: - Graduation is a must - Age must be in between 21-38 - Minimum 6 months of work experience - BFSI work experience preferred
Posted 1 month ago
0.0 - 4.0 years
2 - 4 Lacs
Noida, Haridwar, Ghaziabad
Work from Office
Assistant Relationship Manager -Maintains a loan and credit card portfolio that includes gathering relevant financial data and maintaining customer relationships. Responsible for New Business Development activities, dealing with large...
Posted 1 month ago
1.0 - 6.0 years
1 - 4 Lacs
Jalgaon, Sangamner, Kolhapur
Work from Office
100% lead will be provided Educate the Customer about the product To close the leads provided by Company work on leads with walking customers Required Candidate profile Qualification: Graduate Age: 21 to 38 years Experience: Min.2 Years of experience as Filed Sales / Marketing Salary: - 2.50 L/A - 4.25 L/A + incentive
Posted 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
Pune, Amravati, Mumbai (All Areas)
Work from Office
Dial 6352491012 & Share CV on WA Recruit Business Partners through your network. Train and manage them to build their own team of insurance agents. Partners earn a stipend and incentives; agents earn commission from the company. Required Candidate profile Training Provided by Company Age: 21 to 45 years Qualification: Graduation (No Backlogs) Experience: 1 Year of experience in Any Sales & Marketing Bike: Mandatory
Posted 1 month ago
1.0 - 6.0 years
3 - 4 Lacs
Rajahmundry, Visakhapatnam, Bhimavaram
Work from Office
For more info Call/W at 6352491043/pavan@suproinfo.com Manage and train the business development team Generate leads and cold call prospective customer Build strong relationships with client Identify and mapping business strengths and customer need. Required Candidate profile Designation: Business Development Manager Location: PAN INDIA Salary: 2.80 LPA to 3.80 LPA + Incentive 1-2 years experience in Sales and Marketing Age: 22-38 Year Bike mandatory Graduation must Perks and benefits Health Insurance, PF, Incentives
Posted 1 month ago
1.0 - 6.0 years
2 - 3 Lacs
Nagpur, Akola, Raipur
Work from Office
For more info Call/W at 6352491008/nikhil.padsala@suproinfo.com Manage and guide the agency development team Source new partners & onboard them efficiently Build lasting relationships with agents Match agency strengths with market & customer demands Required Candidate profile Designation: Business Development Manager Location: PAN INDIA Salary: 2.75 LPA to 3.75 LPA + Incentive 1-2 years experience in Sales and Marketing Age: 22-40 Year Bike mandatory Graduation must
Posted 1 month ago
3.0 - 8.0 years
3 - 6 Lacs
Madurai, Tiruchirapalli, Coimbatore
Work from Office
Urgently need Branch Manager, Equity Dealer, RM and BSE in a large stock market company Location Trichy, Coimbatore, and Madurai For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Responsibilities – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For RM - acquire clients and SIP Contact QRN on 9869504403
Posted 1 month ago
8.0 - 10.0 years
4 - 5 Lacs
Nashik
Work from Office
Max Life Insurance Company Limited is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring client satisfaction.
Posted 1 month ago
2.0 - 5.0 years
3 - 5 Lacs
Vadodara
Work from Office
About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Cluster Wealth Manager Location: Vadodara What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers 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 partners. Who you are: Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a 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. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.
Posted 1 month ago
2.0 - 5.0 years
3 - 5 Lacs
Raipur
Work from Office
About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Cluster Wealth Manager Location: Raipur What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers 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 partners. Who you are: Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a 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. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.
Posted 1 month ago
2.0 - 5.0 years
3 - 5 Lacs
Chandigarh
Work from Office
About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Cluster Wealth Manager Location: Chandigarh What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers 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 partners. Who you are: Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a 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. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.
Posted 1 month ago
2.0 - 5.0 years
2 - 7 Lacs
Ahmedabad, Vadodara
Work from Office
About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title : Key Account Manager Location: Ahmedabad, Vadodara What you will do: Provide services to assigned business partners and maintain strong channel partner relationships. Enhance business growth of franchisees as per the business plan. Travel and meet business partners at their registered addresses, providing support for their business growth. Mentor, coach, and activate Authorized Partners (APs). Ensure regulatory and procedural compliance. Drive service excellence to enhance the portfolio, control retention, and improve cross-selling of third-party products through APs. Involve, engage, motivate, develop, lead, and drive business. Ensure service excellence. Manage day-to-day activities, ensuring teams respond to business partner queries and requests in line with agreed deliverables. Deliver services effectively, meeting agreed service levels, targets, and Key Performance Indicators (KPIs), striving to add value wherever possible. Who you are: Minimum 2 years of experience in the broking/financial markets industry. Good quantitative and analytical skills. Excellent oral and written communication skills. Customer service and relationship management expertise. Good knowledge of financial markets. Comfortable working in a target-oriented environment. Fluency in Hindi, English additional proficiency in the local language would be an advantage What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.
Posted 1 month ago
3.0 - 8.0 years
4 - 6 Lacs
Dindigul, Theni, Thanjavur
Work from Office
1.The primary goal of the role is to identify and maximize opportunities to sell insurance products to existing customers 2.The role focuses on driving sustainable revenue growth by cross selling a variety of life insurance plans to clients
Posted 1 month ago
2.0 - 6.0 years
1 - 4 Lacs
Kota
Work from Office
Job description Role & responsibilities Processes account opening, account maintenance & account closure related formalities as per YBL process Handles customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensures adherence to process & documentation standards (e.g. forms/checklists, welcome calling, approvals, etc.) Ensures pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintains strict vigilance on the quality of forms and documentation provided Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Transactions: Ensures proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Addresses and resolves all transaction related enquiries Ensures strong monitoring of all transactions Service & Quality: Ensures that adequate records & data pertaining to customer queries and complaints is maintained & analyzed for achieving greater process efficiency Ensures daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Ensuring collection of CSS forms on periodic basis and sent to NOC. Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. Audit & Compliance: follows all process, policies as per guidelines & audit rating of the branch Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attends to any audit findings and resolves them immediately as applicable Others: Maintains highest levels of discipline (punctuality, attendance, grooming standards etc.) in the office Ensures timely escalation of issues that is impacting business and possible solutions to address the concerns to the DBM. Manages Local Vendors /agency relationships to ensure smooth execution of transaction • Completes Branch upkeep & maintenance and control over the cost People Management or Self-Management Responsibilities Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Posted 1 month ago
2.0 - 7.0 years
4 - 5 Lacs
Mumbai Suburban, Thane, Navi Mumbai
Work from Office
Payroll-Bank Des-Virtual Relationship Manager-NRI (Banking & NBFC Industry only) Salary-5 Lakh Graduate with 1 yrs BPO Exp/Banking RM can only apply Location-Vashi/Thane all banking facilities Call 9082104424 Sanika www.hyfly.in Required Candidate profile Excellent Communication and Articulation Age – 33 years and below only Relevant experience of min 3 years in Sales - Service and Relationship Management (Handled HNI Clients)
Posted 1 month ago
2.0 - 5.0 years
3 - 7 Lacs
Amritsar, Jammu
Work from Office
About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Cluster Wealth Manager Location: Amritsar/J & K What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers 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 partners. Who you are: Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a 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. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.
Posted 1 month ago
2.0 - 5.0 years
3 - 7 Lacs
Durgapur
Work from Office
About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Cluster Wealth Manager Location: Durgapur What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers 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 partners. Who you are: Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a 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. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.
Posted 1 month ago
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