Branch Manager

Tata Asset Management; Hubli; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Tata Asset Management Limited in Hubli seeks a Branch Manager to lead sales and relationship management for Mutual Funds, PMS, and AIF in the local market. You will drive channel partnerships, monitor performance metrics, and ensure compliant investor servicing from the Hubli branch.

The role requires 7+ years local market experience, with 1–2 years in team handling, and qualifications including Graduation/Post Graduation and NISM-VA.

Qualifications

• 7+ years of local market experience in MF or financial services.
• Graduate or postgraduate qualification; NISM-VA is required.
• Strong communication, leadership, and client relationship skills.

Responsibilities

• Achieve branch sales targets across Mutual Funds, PMS and AIF via distributors, IFAs, banking partners and direct customers.
• Build and manage relationships with clients and map channels; activate distribution partners and empanel new ARNs.
• Monitor sales metrics (MIS, budgets, activities, reports) and report deviations to seniors.
• Ensure compliant, accurate external communications and investor servicing across the branch.

Skills

Good communication

Self starter

Flexibility

Problem solving

Decision making

Education

Graduation / Post Graduate

NISM - VA

Job description

Tata Asset Management Limited

Branch Manager

Location - Hubli

Job Description:

Sales :

1. Responsible to run the Sales Target of his designated branch and generate sales into the company's products
2. Focus on running all business channels through the Distributors, Independent Financial Advisors (IFAs), Banking Partners and direct customers segment
3. Work closely with the Distributors in his territory directly to achieve maximum possible penetration in the distributor system; Develop the area to increase the market share.
4. Achievement of Gross Sales, Net Sales and SIP targets assigned for the branch, in allotted geographic territory across Mutual Funds, PMS and AIF.

Relationship Management :

1. Relationship management with clients will be a key aspect of this role
2. The BH would be expected to have a client relationship module for his target segments as well as for his team
3. Activate distribution partners and increase productivity in terms of no. of applications and volume.
4. Identify prospective distribution partners and empanel them for selling the products of the AMC, this should also apply to new ARNs entering the market every month.
5. Engage with the mapped relationships as per coverage plan, to build strong relationship and recall for the brand.
6. Adhere to the defined sales process and reporting requirements.
7. Use internal and external data for sharper focus and market intelligence.
8. Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product.

Operations:

1. Monitoring of Sales Metrics - MIS, Budgets, Activities, Call Reports, Weekly management reports, etc.
2. Ensure to report any deviation to immediate seniors
3. Ensuring quality investor servicing at his branch location and will need to interface with the investor servicing team for this purpose.
4. To ensure that all external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements.

Others:

1. Be the representative of the company for his/her area and will strive to ensure that the companys image is always upheld and projected in the appropriate manner.
2. Any other job assigned by the management from time to time.

Experience : At least 7 years of experience in the local market ( preferably at least 1 -2 years experience in team handling)

Qualification: Graduation / Post Graduate (Any ) , NISM -VA

Skills And Abilities :

1. Good communication skills
2. Self starter, self motivated and should be a go-getter
3. Flexibility & Adaptability
4. Problem Solving And Decision Making
5. Ability to take mature decisions from a business perspective

Location: Hubli