Branch Manager / Area Manager – Partner Business
Job Overview
We are a well-established B2B wealth platform with a network of 20,000+ partners across India, supported by 200+ Wealth Managers and offering 13+ wealth products. With strong partner-first processes, a robust platform, and a high-impact L&D ecosystem, we aim to deepen partner engagement and scale distribution.
As a Branch Manager – Partner Business, you will be responsible for driving branch-level strategy, leading a team of Wealth Managers, and scaling the partner ecosystem to achieve business growth across wealth products.
Locations
Delhi & Pune
Key Responsibilities
- Branch Leadership & Strategy
- Own and drive the overall business strategy for the branch aligned with organizational goals
- Set revenue targets and ensure achievement across all wealth product lines
- Monitor branch performance metrics and drive profitability
- Team Management
- Lead, mentor, and manage a team of Wealth Managers / Relationship Managers
- Drive productivity, performance, and capability building within the team
- Work closely with L&D to enhance team effectiveness
- Partner Acquisition & Growth
- Drive acquisition of new partners including IFAs, Sub-brokers, and distributors
- Expand and strengthen the existing partner network
- Identify high-potential partners and scale their business contribution
- Business Development
- Drive sales across products such as AIFs, MLDs, Debentures, Bonds, and Life Insurance (in-house & third-party)
- Identify new business opportunities and market expansion strategies
- Training & Enablement
- Ensure partners are well-trained on product offerings and market updates
- Conduct and oversee training programs and workshops
- Governance & Compliance
- Ensure adherence to regulatory and internal compliance standards
- Maintain high levels of process discipline and documentation
Qualifications & Skills
- MBA / PGDM or relevant degree
- 6–10 years of experience in BFSI / Wealth Management
- Proven experience in handling B2B / Partner Distribution channels
- Strong leadership and team management skills
- Excellent stakeholder management and relationship-building ability
- Strong business acumen with a result-oriented approach
Preferred Profile
- Experience in managing a branch or regional role in wealth/BFSI
- Exposure to products like AIFs, Structured Products, Bonds, and Insurance
- Strong network within IFA / Sub-broker ecosystem
- Proven track record of 3+ years in team leadership, driving productivity, revenue targets, and team development.
Thank You ,
