Branch Manager

Wise Investments; Dadri; On-site; INR 600,000 - 900,000; Full time

Job summary

A financial services firm in Uttar Pradesh is looking for an experienced professional to lead team hiring and drive branch profitability. This role involves maximizing sales performance through various financial products and formulating strategies to expand the client base. The ideal candidate will have a minimum of 3 years of experience in selling investment products and possess strong client relationships. This position offers opportunities for career growth and professional development.

Qualifications

• Minimum 3 years of experience in selling investment products.
• An experienced candidate with existing AUM will be preferred.
• Candidate with AMFI/NISM certification is preferred.
• Aggressive and confident individuals with strong client relationships.
• Self-driven, target-oriented mindset required.

Responsibilities

• Responsible for Team Hiring and driving branch profitability.
• Maximize sales performance to achieve sales targets.
• Formulating strategies to increase client base.
• Maintain long-term relationships with HNI/UHNI customers.
• Organizing marketing activities for the branch.
• Acquire and deepen relationships with HNI/UHNI clients and manage ongoing client interactions.

Skills

Experience in selling investment products

Strong client relationships

Aggressive and confident demeanor

Self-driven and target-oriented

Self-driven target oriented

Education

Certification of either AMFI / NISM

Job description

Responsible for Team Hiring & driving branch Profitability

Maximize sales performance to achieve the sales target of the Branch through following products like Mutual Funds, Fixed Deposit, PMS, AIF, Life Insurance, Home Loans / SME loans

Developing and implementing sales plans.

Delivery of Operating Profit Budgets for the Branch through revenue and cost management.

Formulating the strategies to increase client base.

Acquisition of HNI, Retail clients and Corporate Clients. Formation of new client acquisition strategy like corporate presentation, Investment awareness programs, through existing networking etc.

Maintain long term and deepening relationship with HNI / UHNI customers so as to increase revenue base for the company

Interacting with customers on a regular basis to ensure satisfaction and gain useful feedback.

Conducting regular sales and operations meetings.

Organising and executing training programs for branch personnel

Increasing brand awareness for the company within the community.

Organising marketing activities and events for the branch.

Monitor business analytics & publish MIS.

Recognising employee achievements and encouraging excellence in the work environment.

Briefing employees on current sales goals, promotions, and other relevant information.

Skill set

• Minimum 3 years of experience in selling investment products.
• An experienced candidate with existing AUM will be preferred.
• Candidate with certification of either AMFI / NISM will be preferred.
• Aggressive and confident individuals with strong client relationships.
• Self -driven, target oriented individuals preferred.

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