Branch Manager

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

Job summary

Wise FinServ is seeking a Sales Manager in Dadri, Uttar Pradesh, responsible for team hiring and maximizing branch profitability through various financial products. The candidate should have a minimum of 3 years of experience in selling investment products and possess a strong client relationship management skillset. Responsibilities include achieving sales targets, implementing sales plans, and acquiring high-net-worth clients. AAMFI or NISM certification is preferred. Competitive salary and performance-driven incentives offered.

Qualifications

• Minimum 3 years of experience in selling investment products.
• Experience with existing Assets Under Management (AUM) is preferred.
• Certification of AMFI or NISM is preferred.
• Strong client relationship skills.
• Self-driven and target-oriented individuals preferred.

Responsibilities

• Responsible for Team Hiring & driving branch Profitability.
• Maximize sales performance to achieve the sales target of the Branch.
• Develop and implement sales plans.
• Deliver Operating Profit Budgets through revenue and cost management.
• Acquisition of HNI, Retail clients and Corporate Clients.

Skills

Sales Performance

Client Relationship Management

Investment Product Knowledge

Self-motivated

Analytical Skills

Job description

Key Responsibilities

• 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.

Qualifications

• 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.