Branch Manager

Role & Responsibilities:

* Being the face of Anytime Invest in front of clients by living and embodying the company's core values of client centricity and empathy.

* Drive the sales and distribution of a diverse portfolio of financial products, including Mutual Funds, Equities, Insurance, and other investment instruments.

* Recruit, train, mentor, and retain a team of highly motivated financial professionals, ensuring alignment with organizational goals.

* Increase Revenue and AUM by acquiring new HNI/ UHNI, Retail, and Corporate Clients, and existing clients base through cross-selling.

* Would be responsible for Relationship Building & Management with the team and customer for Sales & Services of Financial

Products of Anytime Invest. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management, etc.]

* Liaison with Dealing Desk for revenue generation and query resolution.

* Develop new relations through referencing & other sources.

* Ensure individual and team performance.

* Ensure smooth day-to-day operations of the branch within the given guidelines, framework and budgets.

* Ensure compliance as per various regulator and organization guidelines.

* Having fantastic, value creating & memorable conversations with clients every single day!

* Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions.

* Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process.

* Identify & recruit right quality partners to build a strong partner base.

* Ensure that the selling through team of partners is aligned to all business quality metrics.

Desired Candidate Profile:

* Bachelor's degree in Finance, Business Administration, or a related field (Master's/MBA preferred).

* Proven experience in team handling, including recruitment, training, and retention.

* Strong understanding of financial products and services, with expertise in relationship management.

* Demonstrated success in achieving sales targets and growing AUM.

* Ability to multi task, manage multiple projects at once, be highly organized and follow organizational processes in a disciplined way.

* Strong interpersonal and communication skills.

* Strategic thinking with a focus on results.

Preferred Work Experience:

* Minimum of 3-5 years of experience in Investments, Stock Broking, Mutual Funds, or related financial services.

Job Types: Full-time, Permanent, Fresher

Pay: From ₹40,000.00 per month

Schedule:

• Day shift

Work Location: In person