We are working to build personalized financial journeys for customers via a single app, powered by new-age engineering tech and Machine Learning. 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 design thinking with our products and solution.
It is a flat structure, with ample opportunity to showcase your talent and a growth path for engineers to the very top. We are remote-first, with people spread across Bangalore, Mumbai, UAE, and the US.
Location: Work From Anywhere
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
Should be from Insurance sales Background
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
Benefits & Perks
Permanent Work From Anywhere & Flexible working hours
Home office setup reimbursement & Internet allowances
14 days of additional paid leaves (apart from regular leave policy) and Home Quarantine reimbursement to support you during Covid19
Long term incentives in the form of ESOPs
Industry-leading performance management with the new age OKR Framework