Cluster Wealth Manager

About the Company

Angel One is a fast-scaling fintech focused on making investing easier, smarter, and more inclusive for people across India. Serving more than 3 crore clients, the company is building a large-scale digital platform that supports seamless trading, investment management, and goal-based financial planning. Its products are powered by modern technology, including AI, machine learning, and data science, and the team is encouraged to experiment, move quickly, and make customer-first decisions.

Why Join Angel One

• Work on advanced technology systems operating at scale, including AI-led and real-time data infrastructure.
• Contribute to one of India’s major fintech platforms that is reshaping access to wealth solutions.
• Get ownership, resources, and room to build and expand your impact.
• Benefit from a workplace that supports learning, development, and career growth.
• Access a strong benefits package that includes health coverage, wellness support, and development opportunities.

Role Overview

The Cluster Wealth Manager role is based in Kolkata and focuses on partner acquisition, partner engagement, insurance distribution, and service quality across assigned relationships.

Key Responsibilities

• Identify and onboard new sub-brokers or partners for insurance business.
• Keep at least 90% of insurance sub-brokers active each month.
• Re-engage inactive sub-brokers and work to restore their activity.
• Guide sub-broker clients on investment choices aligned with their risk appetite, expected returns, asset mix, and liquidity needs.
• Achieve the assigned targets for life insurance, general insurance, and health insurance.
• Run monthly engagement initiatives for sub-brokers.
• Maintain a 90% ratio of SIP registrations converting into triggers.
• Ensure full and timely service delivery for all assigned partners.

Candidate Profile

• Experience from the broking industry with relevant exposure is required.
• Strong communication and persuasion abilities are essential.
• Comfort with a target-driven work environment is important.
• Should have a confident, outgoing approach when dealing with senior stakeholders.
• Must be proactive and able to think creatively to solve problems.

Eligibility

This opportunity is open to any graduate.

Equal Opportunity

Angel One follows a diversity, equity, and inclusion culture and welcomes applicants from all backgrounds, regardless of caste, religion, gender, marital status, sexuality, disability, class, or age.