Branch Manager

Alankit; Chandigarh; On-site; INR 1,800,000 - 3,600,000; Full time

Job summary

Alankit in Chandigarh is seeking a senior wealth management leader to head branch operations and growth. You will recruit and mentor a team of relationship managers, drive AUM, and lead revenue initiatives across mutual funds, PMS, AIF, and other wealth products.

You will cultivate relationships with HNI and affluent clients, conduct client meetings, and provide tailored investment solutions to achieve branch targets and sustained profitability.

Qualifications

• Experience: 6-12 years in Wealth Management, Private Banking, Broking, or Financial Services, with at least 2-3 years in a team handling or branch leadership role.
• Proven experience in managing branch revenue, AUM, and team performance.
• Strong knowledge of Mutual Funds, PMS, AIF, Bonds, Equity, Insurance, and other investment products.
• Excellent leadership, team management, business development, and client relationship management skills.
• Strong understanding of financial markets and investment advisory.
• NISM Certification (VA/VIII-Series or relevant certification) preferred.
• Ability to drive branch profitability and consistently achieve revenue and AUM growth targets.
• Excellent communication, presentation, and stakeholder management skills.

Responsibilities

• Lead and manage the overall branch operations to achieve business and revenue targets.
• Drive branch growth through acquisition of HNI/UHNI and retail clients.
• Build and grow the branch's Net Assets Under Management (AUM).
• Drive Mutual Fund sales through Lumpsum investments and SIPs.
• Ensure achievement of branch targets across Mutual Funds, PMS, AIF, Bonds, Insurance, Fixed Income Products, and other wealth products.
• Recruit, mentor, and manage Relationship Managers and other sales team members.
• Develop and execute branch-level business strategies to increase market penetration and revenue.
• Conduct regular portfolio reviews and provide customized investment solutions based on clients' financial goals.
• Build long-term relationships with HNI and affluent clients through quality advisory services.
• Schedule and conduct client meetings to strengthen relationships and generate new business opportunities.
• Identify cross-selling and upselling opportunities across the existing client base.
• Maintain strong coordination with internal departments for seamless client servicing and business execution.
• Analyze branch performance, prepare MIS reports, and present business updates to senior management.

Skills

Wealth management

Private banking

Team leadership

Client relationship management

Mutual funds

PMS

AIF

Bonds

Equity

Insurance

Education

NISM VA/VIII-Series

Job description

Key Responsibilities

• Lead and manage the overall branch operations to achieve business and revenue targets.
• Drive branch growth through acquisition of HNI/UHNI and retail clients.
• Build and grow the branch's Net Assets Under Management (AUM).
• Drive Mutual Fund sales through Lumpsum investments and SIPs (Systematic Investment Plans).
• Ensure achievement of branch targets across Mutual Funds, PMS, AIF, Bonds, Insurance, Fixed Income Products, and other wealth products.
• Recruit, mentor, and manage Relationship Managers and other sales team members.
• Develop and execute branch-level business strategies to increase market penetration and revenue.
• Conduct regular portfolio reviews and provide customized investment solutions based on clients' financial goals.
• Build long-term relationships with HNI and affluent clients through quality advisory services.
• Schedule and conduct client meetings to strengthen relationships and generate new business opportunities.
• Identify cross-selling and upselling opportunities across the existing client base.
• Maintain strong coordination with internal departments for seamless client servicing and business execution.
• Analyze branch performance, prepare MIS reports, and present business updates to senior management.

Preferred Candidate Profile

• Experience: 6-12 years in Wealth Management, Private Banking, Broking, or Financial Services, with at least 23 years in a team handling or branch leadership role.
• Proven experience in managing branch revenue, AUM, and team performance.
• Strong knowledge of Mutual Funds, PMS, AIF, Bonds, Equity, Insurance, and other investment products.
• Excellent leadership, team management, business development, and client relationship management skills.
• Strong understanding of financial markets and investment advisory.
• NISM Certification (VA/VIII-Series or relevant certification) preferred.
• Ability to drive branch profitability and consistently achieve revenue and AUM growth targets.
• Excellent communication, presentation, and stakeholder management skills.