JM Financial

6 days ago


Mumbai, India Nexthire Full time

Job Description – Branch Head Company: JM Financial Experience: 5+ Years Locations: Surat, Pune, Mumbai (Vile Parle) About the Role: We are looking for an experienced Branch Head to lead our branch operations, drive business growth, and manage a high-performing team. The role involves overseeing sales, expanding the Independent Financial Distributor (IFD) network, and ensuring smooth branch functioning. Key Responsibilities: Lead the branch as a profit center and manage day-to-day operations Acquire, onboard, and manage Independent Financial Distributors (IFDs) Drive business development for primary market and investment products Guide and train IFDs on digital platforms and product knowledge Expand the branch network and ensure high productivity Maintain strong client and partner relationships Conduct business development events and activities Ensure compliance and branch performance excellence Requirements: Minimum 5+ years of experience in financial products (Mutual Funds, Insurance, Fixed Income, etc.) Experience in empaneling and managing IFAs/IFDs Strong understanding of wealth management and primary market products Good communication, leadership, and team-handling skills Graduate/ Postgraduate; NISM VA certification preferred Website - 


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