Wealth Manager - Sub Broker B2B

3 - 7 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

As a Wealth Manager (Sub-broker) at our fast-growing Fintech company, your role will involve the following responsibilities: **Role Overview:** You will be responsible for recruiting Financial Products Distributors by generating leads from the Open Market. You will explain the Mutual Fund business opportunities and earnings to interested leads and assist them in enrolling for NISM Series V-A (AMFI). **Key Responsibilities:** - Provide training to Individual Financial Advisors (IFAs) for Business Development. - Prepare business plans and strategies to enhance the business of IFAs. - Plan activities to explore better business opportunities and new developments. - Accompany IFAs on client meetings. - Address and create awareness regarding investments in group client meets. - Resolve distributor queries. - Build strong relationships and communication with distributors. **Qualification Required:** - MBA/PGDM - NISM Series V-A - Graduate with work experience in Broking/NBFC - Team player - Good time management skills - Excellent interpersonal and communication skills In addition, you will be required to follow the internal sales process by updating all activities in the online system and comply with all company rules, regulations, and industry norms.,

Mock Interview

Practice Video Interview with JobPe AI

Start Business Development Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You