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Umanist NA

Branch Head

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  • Posted 17 hours ago
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Job Description

Job Title: Branch Head,28996

Department/Group: Sales & Marketing / PDM

Position Type: Full Time

Experience: 6 10 Years

Salary: INR 10,00,000 15,00,000 per annum

Notice Period: Immediate to 90 days (more than 90 days considered on a case-by-case basis)

Role And Responsibilities

  • Take full accountability for branch sales across all channels.
  • Ensure smooth operational flow, client services, and compliance at the branch.
  • Build and maintain strong relationships with investors and key distributors.
  • Drive sales of new product launches and monitor team performance.
  • Promote online investment channels to investors.
  • Enhance branch visibility and reputation through effective product showcasing and customer engagement.
  • Conduct investor awareness programs and regular investor meets.
  • Maintain strong connectivity with branch employees through regular interactions and meetings.
  • Manage, motivate, and guide the team on products, market trends, and sales tools.
  • Assess local market conditions and identify prospective sales opportunities through business development activities.
  • Ensure 100% quality control in branch operations.
  • Establish productive relationships with key partners and stakeholders.
  • Discuss and provide updates on existing and new investment schemes with the team.
  • Develop, implement, and manage strategic business plans considering market potential, competitor activity, and risk appetite.
  • Achieve industry-leading mobilization for all schemes offered by the branch.
  • Increase market share in respective business channels.
  • Manage branch P&L and overall operational activities, including human resource management.

Skills & Competencies

  • Quick thinking and strong problem-solving skills.
  • Excellent verbal communication and active listening skills.
  • Strong account management and presentation skills.
  • Sound understanding of products and competitors.
  • Ability to lead teams, implement plans, and execute strategies effectively.
  • Thorough understanding of regulatory framework and taxation laws.
  • Customer-focused and result-oriented.

Qualifications & Experience

  • Minimum Graduate; MBA preferred.
  • Minimum 4 years of experience with Asset Management Companies or relevant financial institutions.
  • NISM Series V-A (Mutual Fund Distributor) certification is mandatory.
  • Good understanding of Mutual Funds, Equity, Debt, and Financial Markets.
  • Fluent in Gujarati with strong communication and presentation skills.

Nice To Haves

  • Experience as Senior Relationship Manager, Branch Manager, or Bank Assurance roles.
  • Team handling experience.

Selection Process

  • Assessment Test followed by 23 rounds of interviews (depending on candidate case).

Skills: asset management companies,debt,nism series v-a (mutual fund distributor) certification,equity,mutual funds

More Info

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About Company

Job ID: 136611809