Branch Manager

Wise FinServ; India; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Wise FinServ in India is seeking a branch leadership professional to drive profitability and sales performance. You will oversee team hiring, implement sales plans, and manage budgets while developing strategies to increase the client base, including HNI, retail, and corporate segments.

The role emphasizes building long-term client relationships, regular customer interaction for satisfaction, and leading training and marketing initiatives at the branch level.

Qualifications

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

Responsibilities

• Responsible for team hiring and driving branch profitability.
• Maximize sales performance to achieve the branch sales target through products like mutual funds, FDs, PMS/AIF, life insurance, home/SME loans.
• Developing and implementing sales plans.
• Delivery of operating profit budgets for the branch through revenue and cost management.
• Formulating strategies to increase client base.
• Acquisition of HNI, retail, and corporate clients; develop acquisition programs.
• Maintain long-term relationships with HNI/UHNI clients to increase revenue.
• Interacting with customers regularly to ensure satisfaction and gain feedback.
• Conducting regular sales and operations meetings.
• Organising and executing training programs for branch personnel.
• Organising marketing activities and events for the branch.
• Monitor business analytics & publish MIS.
• Recognising employee achievements and encouraging excellence.

Skills

Team leadership

Sales strategy

Client relationships

HNI/AUM handling

Sales target orientation

Education

AMFI/NISM certification

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

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

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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