Branch Manager - Financial Services / Mutual Fund & Insurance Advisory
Investrack Advisors Pvt Ltd · Rewa · onsite · Posted 51d ago
About a minute. You'll make an account on the way through.
About this role
Industry: BFSI / Financial Services / Banking, Insurance
Department: Sales & Business Development
Location: Rewa, Madhya Pradesh (Dhekha Branch) — candidates from Prayagraj, Varanasi, Jabalpur, Satna and Singrauli are also welcome (relocation or regular local presence)
Experience Required: 3 to 5 years in BFSI / Banking / Insurance / Mutual Fund sales or branch handling
Salary (CTC): ■2.5 – 6 LPA (Fixed + Performance Incentive)
Education: Graduate (any stream); MBA/PGDM preferred; AMFI/NISM certification held or willingness to obtain
Key Skills Branch Management, Team Handling, Sales, Client Acquisition, Business Development, Financial Advisory, Mutual Funds, Insurance, Relationship Management
Company Profile Investrack Advisors Pvt Ltd is an established financial advisory firm that has been operating in Rewa (Khutehi Branch) since 2013. Given its growing client base, the company opened a new branch in Dhekha in April 2026. We provide investment and insurance advisory services.
Roles & Responsibilities • Manage the day-to-day operations of the Dhekha branch • Lead the team of advisors and improve their performance • Acquire new clients and generate business • Maintain relationships with existing clients and ensure retention • Achieve monthly and quarterly business targets • Follow regulatory and compliance guidelines • Grow the branch's presence and business in the local market
Desired Candidate Profile • Good understanding of financial products (mutual funds, insurance, investments) • Strong communication and leadership skills • Local market knowledge / network (Rewa or nearby cities) • Experience in team handling • Willing to relocate or make regular visits to the branch
Contact [HIDDEN TEXT]
Sourced from foundit