Branch Head - Retail - Cuttack

PeopleStrong; Cuttack; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

PeopleStrong is seeking a Branch Head to drive micro-level sales growth in the Odisha region, focusing on channel partnerships, distributor management, and market penetration. The role aims to increase branch profitability by expanding the distribution network and improving service standards for partners and their customers.

Primary duties include achieving sales targets, onboarding new channel partners, maintaining strong client relationships, and ensuring regulatory compliance in daily

Qualifications

• Experience in selling mutual funds and managing channel partners is essential.
• Ability to drive market expansion and increase branch sales through channel networks.

Responsibilities

• Achieve sales targets and grow market share for the branch.
• Empanel and activate untapped channel partners such as IFAs, banks, PSU and ND partners.
• Manage and maximize client relationships through prompt service.
• Identify and engage new distribution channel partners and activate them with relevant information.
• Monitor compliance to align with regulatory requirements and internal practices.
• Oversee branch administration and ensure smooth client servicing.
• Provide sales reports to Cluster & Zonal Head and mentor RM performance.

Skills

Mutual fund sales

Distribution & channel management

Distributor Sales

Team Management

Education

Post Graduate

Job description

Country India

Skills

Skill

mutual fund sales Distribution and channel management Distributor Sales Team Management

Post Graduate

CERTIFICATION

Job Description

Job Purpose

Achieving the Sales Targets, maintaining & Increasing Market Share through incremental Sales & new market development and ensuring highest level of Service standards channel partners & their customers at the branch level

Job Context:
As a Branch Head, major role would be to drive sales at micro level, achieve sales target through Market penetration and increase service standards, thereby increasing Visibility and goodwill among channel partners and distributors to ensure Branch profitability. Also to identify and empanel untapped Channel partners and increase business output through meeting adequate training needs.
Job Challenges:
1. Retaining mind share of TOP business partners in the competitive environment.
2. Service issues due to poor infrastructure in upcountry markets. (Eg: Lack of awareness of Internet/ E-Mail, Access issues through couriers)
3. Ensuring sales against competitive products like insurance which have Generate Greater Revenue.

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1 Achieving sales targets and increasing market share of branch vis a vis industry. .Maximising business in allotted territory through distribution channel (IFAs, Banks, PSU and NDs)
2.Empanling and activation of untapped and potential Channel Partners

KRA2 Managing and maximizing business from Client Relationships through prompt service Managing and maximizing business from Client Relationships through prompt service

KRA3 Identification & Engaging of new Distribution channel partners. 1.Developing new distributor relationships at branch
2.Activation of such distributor relationships by providing timely and relevant info on schemes and the industry etc.

KRA4 Monitoring Compliance to enable high alignment with systems and practises 1.Ensuring that all regulations and statutory compliances are complied with
2. Assist channel partners to adhere to compliances.

KRA5 Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients Facilitate smooth operations of the branch including branch imprest, administration, operations and client servicing standards

KRA6 Providing relevant reports to management for assigned territory. Furnishing relevant sales reports of the branch to Cluster & Zonal Head

KRA7 Managing and monitoring team members for better productivity 1. Facilitating regular training, guidance and development of team members
2. Ensuring AMFI Certification of team members
3. Monitoring performance of RM¿s on monthly basis and take corrective measures if achievement deviates from the required achievements.