Cluster Wealth Manager

2 weeks ago

Ahmedabad Surat Vadodara, India Angel One Full time ₹ 4,00,000 - ₹ 8,00,000 per year

About Angel One :

Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact.

Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science.

We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day.

The vibe? Think less hierarchy, more momentum. Everyones got a seat at the table and a shot to build something that lasts.

Be part of a team thats moving fast, thinking big, and building for the next billion.

Why You'll Love Working at Angel One

  • Ranked Top 20 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 9 consecutive years.
  • Innovation Runs Deep: From AI to real-time data infra, youll work on tech thats ahead of the curve and solve problems that truly matter.
  • Build Indias #1 Fintech Platform: We're not just disrupting finance – we're shaping how the next billion Indians access wealth.
  • Own It. Drive It. Scale It: You'll have the freedom to lead, the resources to build, and the opportunity to leave your mark.

Job Title: Cluster Wealth Manager

Location: Surat/Ahmedabad

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.

Who You Are

  • Should be from Broking industry with relevant experience.
  • Should have good communication and convincing skills.
  • Should be open to work in a 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.

What's in it for You?

  • Flexible work model: Whether you're remote, hybrid, or in-office, we trust you to work where you thrive and deliver with impact.
  • 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.

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