Branch Manager

Key Responsibilities

• Lead and manage the overall branch operations to achieve business and revenue targets.
• Drive branch growth through acquisition of HNI/UHNI and retail clients.
• Build and grow the branch's Net Assets Under Management (AUM).
• Drive Mutual Fund sales through Lumpsum investments and SIPs (Systematic Investment Plans).
• Ensure achievement of branch targets across Mutual Funds, PMS, AIF, Bonds, Insurance, Fixed Income Products, and other wealth products.
• Recruit, mentor, and manage Relationship Managers and other sales team members.
• Develop and execute branch-level business strategies to increase market penetration and revenue.
• Conduct regular portfolio reviews and provide customized investment solutions based on clients' financial goals.
• Build long-term relationships with HNI and affluent clients through quality advisory services.
• Schedule and conduct client meetings to strengthen relationships and generate new business opportunities.
• Identify cross-selling and upselling opportunities across the existing client base.
• Maintain strong coordination with internal departments for seamless client servicing and business execution.
• Analyze branch performance, prepare MIS reports, and present business updates to senior management.

Preferred Candidate Profile

• Experience: 6-12 years in Wealth Management, Private Banking, Broking, or Financial Services, with at least 23 years in a team handling or branch leadership role.
• Proven experience in managing branch revenue, AUM, and team performance.
• Strong knowledge of Mutual Funds, PMS, AIF, Bonds, Equity, Insurance, and other investment products.
• Excellent leadership, team management, business development, and client relationship management skills.
• Strong understanding of financial markets and investment advisory.
• NISM Certification (VA/VIII-Series or relevant certification) preferred.
• Ability to drive branch profitability and consistently achieve revenue and AUM growth targets.
• Excellent communication, presentation, and stakeholder management skills.

Interested Candidates can share their CV on this number: [phone removed]