Branch Manager

JOB DESCRIPTION
Branch Manager Sales
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.
• 510 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.