Branch Head

Job Title:

Department/Group: Sales & Marketing / PDMPosition Type: Full TimeExperience: 6 – 10 YearsSalary: INR 10,00,000 – 15,00,000 per annumNotice 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).