Branch Manager

Job Title: Branch Manager

Job Role:

He would be responsible for the overall branch business and operations. His primary responsibility is business

development and needs to add more IFA / Business partners, to activate and motivate the existing partners

for business. Also to do various activities to generate leads for recruitment of new partners. He needs to

handle the team of Unit Managers - Sales who are involved in partner recruitment and relationship

management.

• Overall responsible for business development of the Financial Products Distribution for the given
• location.
• To oversee and manage the branch staff, including their coaching, development and discipline to help
• meet sales targets, strict adherence to policies and procedures, and to provide services
• To Groom the team on product knowledge, system usages and guiding them to achieve the business objectives.
• Help the team to design and implement the business plans, ensuring the branch compliances, policies
• and process
• To do the regular performance review of employees and evaluate, guide them for achieving the set
• goal.
• Products: Product ranges are Mutual Fund, Insurance, PMS, FD, NPS, Loan against MF, Equity & ETFs, etc

Business targets

Experience

5 - 10 yrs experience in Sales of Financial Products like Mutual Funds, Insurance etc. Preferred candidate

who has worked in B2B (Business to Business) model OR Agency Model, wherein he has experience in recruitment of agents / brokers.