Branch Manager
2 days ago
Job Title: Branch Manager – Sales
Location: Dwarka ,Delhi
Company: Anytime Invest
About Anytime Invest:
At Anytime Invest, we are redefining wealth creation through innovation, trust, and client-centric solutions. As a fast-growing player in Investment Management, Stock Broking, Insurance and Mutual Funds, we empower individuals and organizations to achieve financial freedom. Join us in building India's most customer-focused investment ecosystem.
Position Overview:
We are seeking a dynamic and visionary Branch Manager – Sales with a strong background in Investment Management, Stock Broking, Mutual Funds, and Wealth Advisory to lead and scale our branch operations.
The ideal candidate will be a strategic leader and passionate relationship builder, responsible for driving sales growth, managing a high-performing team, and delivering world-class client experiences while ensuring full compliance with regulatory standards.
This is a leadership role with direct accountability for branch profitability, revenue growth, client acquisition, and portfolio expansion.
Key Responsibilities:Leadership & Strategy
- Lead the branch operations end-to-end — from people, performance, and processes to profitability.
- Represent Anytime Invest as the face of the brand, embodying our core values of trust, transparency, and client centricity.
- Design and implement branch-level business strategies to exceed sales and revenue targets.
Sales & Business Development
- Drive distribution and sales of Mutual Funds, Equities, Insurance, Bonds, PMS, and other financial instruments.
- Acquire and manage HNI/UHNI, Retail, and Corporate Clients to grow AUM and revenue.
- Cross-sell and upsell investment products across existing client portfolios to maximize wallet share.
- Build long-term relationships through high-touch advisory and consistent performance delivery.
Team Management
- Train, mentor, and retain a team of financial advisors, relationship managers, and sales professionals.
- Foster a culture of performance, accountability, and continuous learning.
- Motivate and lead the team to meet individual and collective sales targets.
Client Experience & Operations
- Ensure smooth day-to-day branch operations, adhering to organizational frameworks, budgets, and compliance norms.
- Collaborate with the Dealing Desk for seamless revenue generation and client query resolution.
- Provide tailored investment advisory and financial planning solutions aligned with client goals.
- Identify and onboard high-quality business partners and ensure they meet performance and compliance benchmarks.
Compliance & Quality
- Maintain 100% adherence to regulatory, compliance, and audit guidelines.
- Uphold the highest standards of client confidentiality, ethical selling, and service delivery.
Desired Candidate Profile:
- Education: Bachelor's degree in Finance, Business Administration, or related field (MBA/PGDM preferred).
- Experience: 3–5+ years in Investments, Stock Broking, Mutual Funds, or Wealth Management, with proven success in sales leadership.
- Skills:
- Strong knowledge of financial markets and investment products.
- Excellent leadership, communication, and interpersonal skills.
- Strategic thinker with a strong sales and result orientation.
- Experience in team handling, managing, and mentoring.
- High degree of organizational discipline and multitasking ability.
Perks & Benefits:
- Attractive Fixed Salary + High Incentives + Quarterly & Annual Performance Bonuses
- Profit-sharing options for outstanding performers
- Medical & Life Insurance Coverage
- Annual offsite & recognition programs for top-performing teams
- Learning & Development sponsorships for certifications (NISM, CFP, CFA, etc.)
- Fast-track career growth within a rapidly expanding organization
Why Join Anytime Invest?
- Opportunity to lead and grow a branch from the ground up.
- Access to a diverse portfolio of investment solutions and a robust product platform.
- Be part of a high-growth, client-first organization that values innovation and integrity.
- Uncapped earning potential and recognition for excellence.
Job Type: Full-time
Compensation: Best in the Industry + Lucrative Incentives
Job Type: Full-time
Pay: ₹40, ₹60,000.00 per month
Benefits:
- Leave encashment
Work Location: In person
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