Branch Wealth Manager (Ahmedabad)

Branch Wealth Manager (Ahmedabad)

16 Oct
|
Acme Services
|
Ahmedabad

16 Oct

Acme Services

Ahmedabad

- Acquisition of potential current 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-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

📌 Branch Wealth Manager (Ahmedabad)
🏢 Acme Services
📍 Ahmedabad

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