Branch Head

5 days ago

Mumbai Metropolitan Region, India Finnovate Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Job Description

  • Business Development & Revenue Growth

  • Drive sales and profitability of the branch through acquisition of new clients and expansion of existing relationships.

  • Develop and execute strategies to achieve revenue, AUM (Assets Under Management), and profitability targets.

  • Identify new business opportunities in wealth management, investments, insurance, and other financial products.

  • Client Relationship Management

  • Build and maintain long-term client relationships by providing investment advisory and wealth solutions.

  • Ensure delivery of superior customer experience and timely resolution of client queries.

  • Act as the key point of escalation for high-net-worth clients.

  • Team Leadership & People Management

  • Lead, motivate, and manage branch staff including Relationship Managers, Wealth Advisors, and Operations team.

  • Set performance goals, monitor productivity, and ensure continuous training & development.

  • Foster a culture of high performance, compliance, and client-centricity.

  • Operational & Compliance Oversight

  • Ensure adherence to company policies, risk management frameworks, and regulatory guidelines.

  • Monitor branch operations to ensure efficiency, accuracy, and service quality.

  • Maintain ethical standards and compliance in all client engagements.

  • Strategic Contribution

  • Participate in regional strategy formulation and contribute market insights.

  • Represent the branch in corporate initiatives, product launches, and networking events.
  • Drive digital adoption and process automation initiatives within the branch.

Requirements
Key Requirements:

  • Graduate/Postgraduate in Finance, Business Administration, or related field.
  • 10–15 years of experience in Banking/Wealth Management/Financial Services with at least 3–5 years in a leadership role.
  • Strong knowledge of wealth management products – mutual funds, portfolio management services, insurance, structured products, and alternative investments.
  • Proven track record of achieving revenue targets and managing high-net-worth clients.
  • Excellent leadership, interpersonal, and communication skills.
  • Strong business acumen with analytical and problem-solving ability.
  • Knowledge of compliance, risk management, and regulatory framework (SEBI, RBI, IRDAI, AMFI).

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