Branch Manager - Mutual fund

Bwise Solutions; Coimbatore District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Bwise Solutions in India is seeking a Branch Manager to lead sales performance and drive AUM growth in a Mutual Fund/AMC/Broking context. The role focuses on retail acquisition, revenue generation, and strong team leadership within a branch network.

The successful candidate will develop relationships with HNI, retail and affluent clients, ensuring targets are met while maintaining compliance with regulatory guidelines. Prior branch leadership and a proven sales track record are essential.

Qualifications

• Experience in Mutual Fund, AMC, Broking or Wealth Management.
• Strong background in retail sales and business development.
• Proven track record of achieving sales targets.

Responsibilities

• Manage overall branch sales and business performance.
• Drive retail acquisition, AUM growth and revenue generation.
• Lead, motivate and manage the branch sales team.
• Develop relationships with HNI, retail and affluent customers.
• Drive acquisition and retention of customers through effective sales strategies.
• Ensure achievement of monthly, quarterly and annual targets.
• Monitor branch MIS, sales pipeline and team productivity.
• Build strong relationships with customers and business partners.
• Ensure compliance with company and regulatory guidelines.

Skills

Mutual funds

Wealth management

Retail sales

Team leadership

Relationship management

Sales targets

Job description

WE ARE HIRING | BRANCH MANAGER

Role: Branch Manager
Industry: Mutual Fund / AMC / Broking
Function: Retail Sales
CTC: Up to 15 LPA
Age: Maximum 35 Years

Candidate Requirements:

• Experience in Mutual Fund / AMC / Broking / Wealth Management
• Strong experience in Retail Sales & Business Development
• Branch/team handling experience preferred
• Proven track record of achieving sales/business targets
• Strong customer relationship and team management skills
• Good knowledge of investment products and financial markets
• Strong communication, leadership and networking skills

Key Responsibilities:

• Manage overall branch sales and business performance.
• Drive retail acquisition, AUM growth and revenue generation.
• Lead, motivate and manage the branch sales team.
• Develop relationships with HNI, retail and affluent customers.
• Drive acquisition and retention of customers through effective sales strategies.
• Ensure achievement of monthly, quarterly and annual targets.
• Monitor branch MIS, sales pipeline and team productivity.
• Build strong relationships with customers and business partners.
• Ensure compliance with company and regulatory guidelines.

Location: [Mention Location]