Offer summary

Qualifications:

Experience in the broking industry is essential., NISM 5A certification is required., Strong communication and convincing skills are necessary., An outgoing personality with confidence in interacting with senior individuals is preferred..

Key responsabilities:

Acquire new Sub-brokers and Partners for Mutual Funds.

Ensure a high activity rate among Sub-brokers each month.

Advise clients on investment strategies tailored to their profiles.

Conduct monthly engagement programs and manage service delivery to partners.

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Job description

Job Description

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-broker's clients on various investment ideas based on their suitability to their risk profile, return expectation, asset allocation, liquidity needs, etc.
Responsible for delivering Mutual Funds (SIP & Lump-sum), IPO, Forex, and derivatives.
Conduct SB engagement programs every month
Manage 90 % of SIP Registered to Triggered ratio
Ensuring 100% service delivery to assigned partners

Desired Skills

Should be from the Broking industry with relevant experience
NISM 5A Certified
Should have good communication and convincing skills
Outgoing personality, you are confident when interacting with people of higher seniority.
Willing to take initiative and ability to think outside the box

Required profile