Branch Manager

Wise Investments; Dadri; On-site; INR 500,000 - 800,000; Full time

Job summary

A financial services company located in Dadri is seeking an experienced sales professional responsible for team hiring and driving branch profitability. The ideal candidate will have at least 3 years of experience selling investment products and the capability to develop and implement effective sales plans. Key responsibilities include maximizing sales performance, client acquisition, and maintaining long-term relationships with high-net-worth individuals. This role requires a self-driven, target-oriented individual with strong communication skills and an existing client base.

Qualifications

• Minimum 3 years of experience in selling investment products.
• Experienced candidates with existing Assets Under Management (AUM) preferred.
• Self-driven, target-oriented individuals ideal.

Responsibilities

• Maximize sales performance to achieve branch sales target.
• Develop and implement sales plans.
• Conduct regular sales meetings and training programs.

Skills

Sales performance

Client acquisition

Relationship management

Market analysis

Education

AMFI/NISM Certification

Job description

Overview

Responsible for Team Hiring & driving branch Profitability. Maximize sales performance to achieve the sales target of the Branch through products like Mutual Funds, Fixed Deposit, PMS, AIF, Life Insurance, Home Loans / SME loans. Develop and implement 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.

Disclaimer

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