Branch Manager

Wallet Finserve

Guwahati

₹40,000 - ₹70,000 monthly*

Fixed

40000 - ₹50000

Average Incentives*

20,000

Earning Potential

70,000

You can earn more incentive if you perform well

Field Job

Full Time

Min. 5 years

Good (Intermediate / Advanced) English

Job Details

Interview Details

Job highlights

Urgently hiring

37 applicants

Benefits include: PF, Petrol Allowance, Internet Allowance, Laptop, Health Insurance

Job Description

  • Financial Planning: Develop, implement, and review comprehensive financial plans for new and existing clients.
  • Asset Management: Handle portfolios involving mutual funds, insurance (health/life), loans, and other financial products.
  • Client Advice: Provide ongoing advice based on market trends to help clients achieve goals.
  • Client Support: Manage relationships to help clients understand where their money is invested.
  • Business Growth: Focus on acquiring new clients and retaining existing ones, sometimes involving leading a team


Job role

Department

Banking / Insurance / Financial Services

Role / Category

Trading, Asset & Wealth Management

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 5 years

Education

Graduate

Skills

Life insurance, Mutual funds, Retirement Plans, Fixed Deposits, ULIP

English level

Good (Intermediate / Advanced) English

Regional language

Fluent in speaking Bengali, Assamese, Hindi

Assets

Two-wheeler Vehicle, Two Wheeler Driving License, NISM Certificate

Degree/ Specialisation

B.Com (Hons.) in Financial Markets, PGDM in Capital Markets, MBA in Capital Markets, B.Com in Financial Markets (Atleast one)

Age limit

25 - 45 years

Gender

Male

About company

Name

Wallet Finserve

Address

Guwahati, Assam, India

Job posted by Wallet Finserve

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