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Branch Manager

2 weeks ago

Salem Tiruchirapalli, India Wego Consultants Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  • Drive the business by targeting  HNI Clients.
  • Build a strong connect with target audience for maximizing the mind share and market share.
  • Synergize with all relevant verticals  for achieving the desired objective.

  • Work on customized solution by offering Combo products.

  • Drives ongoing sales from the defined relationships and contribute towards regions achievements

  • Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales
  • Profiles distributors and caters to their requirements to ensure ongoing business from them

  • Ensures targeted number of folios are added and achieves targeted amount of new SIPs

  • Conducts regular meetings and contact with the distributors

  • Undertakes empanelment and activation of distributors
  • Disseminates updates and other product related information in timely manner

  • Organizes and executes trainings and engagements for partners

  • Maintain excellent relationship with existing clients and expansion of key clients

  • Ensuring high volume of business in the given location/segment to achieve the desired gross sales.

  • Develop and maintain key new client base.

  • Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements

  • Ensure all SEBI/AMFI rules and regulations are strictly complied.

Preferred candidate profile

Specifically looking from Mutual funds background. Can also look for banking candidates if they have a decent mutual fund experience.