Senior Investment Fund Manager

4 days ago


Roorkee, Uttarakhand, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 28,00,000
Branch Manager Mutual Fund

This role is for a Branch Manager to oversee branch operations and drive revenue generation from investment products. The ideal candidate will have in-depth knowledge of Mutual Funds and be responsible for managing staff, educating channel partners, and increasing participation in revenue generation.

Key Responsibilities:
  • Manage the branch and assist staff in generating maximum revenue from investment products.
  • Communicate and educate Channel Partners and distributors about product advantages.
  • Conduct regular presentations, meetings, reviews, and training sessions to increase participation in revenue generation.
  • Profile Channels and assign them targets.
  • Ensure depth knowledge of Mutual Funds among the team and effectively engage with Distributors and Channel Partners.
Skills & Qualifications:
  • In-depth knowledge of Mutual Funds.
  • Strong ability to manage a branch and lead a team.
  • Proven experience in communicating and educating Channel Partners and distributors.
  • Experience in profiling channels and assigning targets.
  • NISM V A and NISM XXI A certifications are preferred.

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