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Wealth Manager

2-5 Years
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  • Posted 23 days ago
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Job Description

Key Responsibilities:

  • Acquire potential new Sub-brokers / Partners for Mutual Funds (SB & IFA).
  • Ensure 90% of Sub-brokers are active every month and reactivate inactive partners.
  • Advise Sub-broker clients on investment ideas based on risk profile, return expectations, asset allocation, and liquidity needs.
  • Deliver Mutual Fund (SIP & Lump-sum) and Insurance (LI, GI & HI) targets.
  • Conduct SB engagement programs every month.
  • Manage 90% of SIP Registered to Triggered ratio.
  • Ensure 100% service delivery to assigned partners.

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Open to candidates from:
Indian

About Company

Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distribution of third-party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With about 32 million registered clients, we are onboarding, in the current financial year, an average of over 900K new clients every month. 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 are a group of self-driven, motivated individuals who enjoy taking ownership and believe in providing best value for money to investors through innovative products and investment strategies. We apply and amplify personalisation within our products and services. We have a flat structure, with ample opportunity to showcase your talent and a growth path for engineers to the very top. Join our team and experience the best of both worlds at Angel One! We believe in the power of collaboration and the freedom of flexibility. This year, we secured rank 20 among the top 100 Best Companies to Work for, in India in 2025; a big jump from rank 92 in 2022, from rank 52 in 2023, and rank 25 in 2024! We are aggressively hiring Engineers, Product Managers & Data science rockstars across India. Check out our careers section!

Job ID: 132668841

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