Urgent Opening- Branch Manager

JOB DESCRIPTION

Branch Manager – Sales

Location- Agra & Kanpur

1. Branch Sales & Business Development

Drive overall branch sales and business development activities.

Achieve branch targets for AUM, revenue, new client acquisition, SIP/investment mobilisation and other

assigned business parameters.

Develop and implement a branch-level business plan to achieve monthly, quarterly and annual targets.

Identify new business opportunities through market mapping, references, existing clients and local

networking.

Build and maintain relationships with HNI, affluent and retail customers.

Generate referrals and strengthen the branch's client acquisition pipeline.

2. Team Management & Productivity

Lead, motivate and guide the branch sales team to achieve individual and branch targets.

Set clear KPIs/KRAs for Relationship Managers and other sales team members.

Conduct daily/weekly business reviews and monitor sales pipeline, productivity and conversions.

Coach team members on prospecting, client meetings, product positioning and closing techniques.

Identify performance gaps and take corrective action through regular reviews and development plans.

Support recruitment and onboarding of suitable sales talent for the branch.

3. Client & Relationship Management

Build long-term relationships with key clients and high-value customers.

Understand clients financial objectives, investment requirements and risk profiles.

Ensure appropriate product recommendations in line with customer requirements and company

processes.

Handle escalated customer issues and ensure timely resolution.

Increase wallet share through appropriate cross-selling and up-selling opportunities.

4. Wealth Management Business

Drive business across relevant products such as Mutual Funds, Insurance, Fixed Income / Bonds, PMS /

AIF (where applicable), Structured or alternative investment products (where permitted), and other

approved wealth and investment products.

Monitor portfolio and client engagement opportunities.

Focus on both new business acquisition and retention of existing AUM.

Ensure quality of business and sustainable revenue generation.

5. Branch Operations & Compliance

Ensure adherence to company policies, processes and applicable regulatory requirements.

Maintain proper documentation and KYC/compliance standards.

Coordinate with operations and other support functions for smooth branch functioning.

Ensure that sales activities are conducted in accordance with approved processes and customer

suitability requirements.

Monitor pending transactions, service requests and customer complaints for timely closure.

6. Market Development

Conduct regular market visits and identify potential customer segments.

Develop relationships with corporates, professionals, business owners and other prospective client

groups.

Organise customer meets, investor awareness activities and local business development initiatives.

Analyse competitor activity and provide market feedback to the Regional/Cluster Head.

7. Key Performance Indicators (KPIs)

Branch AUM growth

Revenue / brokerage generation

New client acquisition

New AUM mobilisation

SIP / systematic investment business

Client retention

Cross-selling and product penetration

Sales conversion ratio

Individual and team productivity

Number and quality of client meetings

Lead generation and pipeline conversion

Customer service and complaint resolution

Compliance and process adherence

Employee retention and team development

8. Candidate Profile

Graduate/Postgraduate in Finance, Business Administration, Marketing or a related field.

5–10 years of experience in wealth management, mutual funds, financial services, banking, broking or

related investment-sales business.

Prior experience in managing a sales team and branch/business unit is preferred.

Strong knowledge of investment and wealth management products.

Proven track record in achieving sales and revenue targets.

Strong client relationship and business development skills.

Good communication, negotiation and leadership abilities.

Strong local market knowledge and networking capability.

Relevant certifications such as NISM/AMFI, as applicable to the role.

9. Product Skills & Knowledge

Product skills: Mutual Funds, Life Insurance, General Insurance, Bonds, Fixed Deposits, Investment

Banking and Health Insurance.

Product Knowledge: Detailed knowledge of products related to Life Insurance, General Insurance, Fixed

Income, Mutual Funds and related wealth management offerings.

Wealth / Portfolio Management: Understand client portfolios in terms of risk and reward appetite and

assist clients in achieving their financial goals.

Financial Planning / Investment Advisory: Maintain sound financial and sector knowledge, understand

competitor offerings, and provide reliable advice to clients.

CTC- 8 LPA- 15 LPA

Interested Candidate can mail there resume to

Gaurav. [Confidential Information]

Regards

Gaurav Singh