Lead Regional Manager

3 days ago

Ahmedabad, Gujarat, India beBeeBranch Full time ₹ 1,00,00,000 - ₹ 1,50,00,000
Job Title: Branch Manager

The primary objective of the Branch Manager is to serve as the main point of contact for clients and effectively manage relationships with channel partners.

This role entails acquiring, building, and maintaining strong connections with IFA, MFD & RIA. It also requires demonstrating expertise in wealth management products and educating clients on features, benefits, and risks associated with these products.

Key Responsibilities:
  • To acquire, build, and maintain strong relationships with IFA, MFD & RIA.
  • To demonstrate expertise in wealth management products, including Debentures, Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc.
  • To educate clients on features, benefits, and risks associated with various wealth management products.
  • To identify new business opportunities and generate leads through networking and referrals.
  • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • To achieve revenue targets and contribute to overall growth of the wealth management business.
  • To conduct thorough due diligence on investment products and providers to mitigate risks.
  • To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Requirements:

  • Bachelor's or Master's Degree in finance, business administration, or a related field preferred with prior experience working in a Wealth Management setup.
  • Proven track record of building and managing relationships with Channel Partners (IFA/MFD/RIA) minimum of 8 years.
  • Strong understanding of wealth management products, Debentures, AIFs, PMS, MF etc.
  • Excellent communication, sales, and negotiation skills.
  • Able to work independently and as part of a team in a fast-paced environment.
  • Relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

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