Branch Head Investment And Financial Distribution

18 hours ago


Pune, Maharashtra, India f27b12f4-a1f9-457f-b0d4-7fd1b6108398 Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job Opening: IFD – Branch Head | Pune

Are you an experienced professional in Investment & Financial Distribution? We are looking for a dynamic Branch Head – IFD to lead business development, team growth, and channel expansion in Pune.

Role Overview

As an IFD Branch Head, you will act as a profit center leader responsible for:

Driving business development and expansion of the IFDG channel

Growing & retaining the IFD base

Advising Independent Financial Distributors on primary market products

Leading branch operations and team performance.

Key Responsibilities

Lead the branch as a profit center head

Expand and manage the branch team

Identify & empanel CAs, ex-bankers, wealth advisors, insurance agents, and finance professionals as Independent Financial Distributors

Train IFDs on digital platforms, mobile apps, and primary market products (MF, IPOs, NFOs, Bonds, NCDs, Corporate FDs, etc.)

Drive IFDs to achieve sales targets consistently

Analyse IFD needs and guide them on the right product mix

Acquire new IFDs and support them in building business

Organize events and develop IFD sales activities

Required Experience

Minimum 5–6+ years in investment-related products:

Mutual Funds

Fixed Income

Life & General Insurance

Experience in IFA/IFD empanelment

Strong understanding of IFA channel business processes

Good network and connect with IFAs

Excellent communication skills

Qualification & Certifications

Graduate / Post Graduate

NISM VA certification is mandatory

IRDA certification is an added advantage

Team handling experience is required


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