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Branch Head

2 weeks ago

Anand, Gujarat, India Umanist Staffing Full time

Job Title: Branch Head,28995
Department/Group: Sales & Marketing / PDM

Position Type: Full Time

Experience: 6 – 10 Years

Salary: INR 10,00,000 – 15,00,000 per annum

Notice Period: Immediate to 90 days (more than 90 days considered on a case-by-case basis)

Role and Responsibilities:

  • Take full accountability for branch sales across all channels.

  • Ensure smooth operational flow, client services, and compliance at the branch.

  • Build and maintain strong relationships with investors and key distributors.

  • Drive sales of new product launches and monitor team performance.

  • Promote online investment channels to investors.

  • Enhance branch visibility and reputation through effective product showcasing and customer engagement.

  • Conduct investor awareness programs and regular investor meets.

  • Maintain strong connectivity with branch employees through regular interactions and meetings.

  • Manage, motivate, and guide the team on products, market trends, and sales tools.

  • Assess local market conditions and identify prospective sales opportunities through business development activities.

  • Ensure 100% quality control in branch operations.

  • Establish productive relationships with key partners and stakeholders.

  • Discuss and provide updates on existing and new investment schemes with the team.

  • Develop, implement, and manage strategic business plans considering market potential, competitor activity, and risk appetite.

  • Achieve industry-leading mobilization for all schemes offered by the branch.

  • Increase market share in respective business channels.

  • Manage branch P&L and overall operational activities, including human resource management.

Skills & Competencies:

  • Quick thinking and strong problem-solving skills.

  • Excellent verbal communication and active listening skills.

  • Strong account management and presentation skills.

  • Sound understanding of products and competitors.

  • Ability to lead teams, implement plans, and execute strategies effectively.

  • Thorough understanding of regulatory framework and taxation laws.

  • Customer-focused and result-oriented.

Qualifications & Experience:

  • Minimum Graduate; MBA preferred.

  • Minimum 4 years of experience with Asset Management Companies or relevant financial institutions.

  • NISM Series V-A (Mutual Fund Distributor) certification is mandatory.

  • Good understanding of Mutual Funds, Equity, Debt, and Financial Markets.

  • Fluent in Gujarati with strong communication and presentation skills.

Nice to Haves:

  • Experience as Senior Relationship Manager, Branch Manager, or Bank Assurance roles.

  • Team handling experience.

Selection Process:

  • Assessment Test followed by 2–3 rounds of interviews (depending on candidate case).