Cluster Wealth Manager- Insurance and Mutual Fund

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-B2B Sales

Location: Dehradun

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

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.

Skills Required

Good knowledge of financial domain (Equity, Mutual Fund, Insurance)

Academic background PG/Graduation in any stream.

Who you are:

Any Graduate

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.

Interested candidates can share CV at rinki.keshari@angelbroking.com