Branch Manager - Financial Services

Location: Rewa, Madhya Pradesh (Dhekha Branch)

Job Overview

We are seeking an experienced and result-oriented Branch Manager to lead sales, business growth, and daily operations at our newly launched Dhekha Branch in Rewa, MP. The candidate will be responsible for leading a team of financial advisors, expanding the client base across mutual funds and insurance, and driving revenue targets.

Key Responsibilities

• Branch Operations & Management: Oversee complete day-to-day operations and administrative functions of the Dhekha branch.
• Team Leadership: Mentor, lead, and track the performance of financial advisors to drive productivity and target achievement.
• Business Development & Client Acquisition: Identify new HNI/retail business opportunities, drive market penetration, and grow the branch's presence in Rewa and surrounding regions.
• Portfolio & Relationship Management: Build and retain relationships with high-value clients while ensuring long-term portfolio growth.
• Target Achievement: Drive monthly and quarterly revenue and sales targets for investment and insurance products.
• Compliance: Adhere strictly to industry regulatory guidelines, standard operating procedures, and internal compliance policies.

Desired Candidate Profile

• Experience: 3 to 5 years of experience in BFSI, Banking, Insurance, or Mutual Fund sales with proven team handling exposure.
• Product Knowledge: Strong understanding of financial products including Mutual Funds, Life/Health Insurance, and Investment portfolios.
• Certifications: NISM Series V-A (Mutual Funds) / AMFI certification held or willingness to acquire upon joining.
• Education: Any Graduate; MBA / PGDM in Marketing or Finance preferred.
• Skills: Excellent team management, client acquisition, cross-selling, and regional market network.
• Location/Mobility: Candidates from Rewa or nearby locations (Prayagraj, Varanasi, Jabalpur, Satna, Singrauli) willing to relocate or manage regular branch presence in Rewa.