Branch Manager

2 weeks ago


Allahabad, Uttar Pradesh, India Swastika Investmart Full time ₹ 15,00,000 - ₹ 25,00,000 per year

KEY RESPONSIBILITIES :-

Required Expertise: Mutual Fund, Bond, Unlisted, Insurance, MLD, TTP (Third Party Product)

Banking Product.

Business Growth & Revenue Generation Develop strategies to increase revenue, customer base, and wallet share.

Drive cross-selling & upselling of financial products to HNI clients. Achieve sales and revenue targets for each branch.

Branch Operations & Compliance Ensure seamless branch operations with a focus on customer experience and efficiency.

Implement and monitor SOPs for key processes like account opening & trade execution.

Ensure compliance with SEBI and exchange regulations.

Customer Relationship & Retention Enhance client retention and AUM through engagement strategies.

Offer personalized wealth management solutions. Oversee Relationship Managers to ensure top-tier client service


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