Branch Head

• Responsible for the Branch Sales (all channels)

• Assume full accountability in the Branch, smooth operational flow, client services and all audit compliance at the branch.

• Build strong relationship with investors & key distributors (IFAs, National Distributors, State Bank Channel and Other Banks

• Drive Sales of new product launches and monitor team performances.

• Encourage investors to invest through online portal

• Create visibility and reputation of the Branch and the Company by showcasing our products and performances to walk in customers and distributors

• Conduct regular Investor Awareness Programs and Investor meets

• Ensure strong ground / branch level connectivity of the team by way of regular interaction and meets with employees of the branch

• Manage and motivate team and guide them suitably on products, markets and Sales tools.

• Access local market conditions and identify current and prospective sales opportunities through business development activities

• Ensure 100% quality control

• Establishes productive, professional relationships with key personnel in assigned partner accounts.

• Discuss existing schemes / New schemes of debt and equity and daily market update with the Team

• Develop, execute, implement and manage strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite

• Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.

• Help in communicating a strong and vibrant brand

• Ensuring increase in Market share in their respective channel business.

• Liaising with his investors / distributors /banks / institutions for selling / targeting specific schemes as identified by the Business Head.

• To manage the P&L of the branch

• To manage the overall operational activities of the branch & Human Resources Management
Skills & Competencies

• Quick thinking and problem-solving skills

• Excellent verbal communication skills & listening skills

• Account Management skills, Excellent Presentation Skills

• Should have a thorough understanding of our products and a clear and fair idea about the products of our competition.

• The Candidates should have the ability to lead a team to implement plans and execute at the ground level.

• Thorough understanding of regulatory framework and Taxation Laws

• Customer focus and result oriented approach

Qualification & Experience

• MBA / Graduate

• Graduate with 4 - 6 years of Industry Experience

• Good knowledge of Equity, Debt Markets and Financial Market

• MFD Certified

NISM; Mutual Fund Sales; Communication Skills

Relationship Management; Leadership Qualities