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Planify Capital Limited logo

Branch Manager Mutual Fund Distribution

5 - 9 years

0 Lacs

haryana

Posted:1 week ago| Platform: Shine logo

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Skills Required

team management sales performance compliance client satisfaction branch operations relationship management customer satisfaction performance metrics financial planning leadership communication interpersonal skills mutual fund distribution business processes local marketing strategies regulatory norms sales targets financial product sales investor behavior

Work Mode

On-site

Job Type

Full Time

Job Description

We are seeking a dynamic and result-oriented Branch Manager to lead our branches in Delhi, Amritsar, Chandigarh, Gujarat, and Lucknow. The ideal candidate should have a proven track record in mutual fund distribution, strong team management capabilities, and the ability to drive sales performance while ensuring compliance and client satisfaction. Key Responsibilities: - Drive mutual fund sales through direct and channel partner networks. - Manage branch operations and ensure the smooth execution of business processes. - Lead, mentor, and manage a team of Relationship Managers/Advisors. - Develop and implement local marketing strategies to enhance client acquisition. - Ensure high levels of customer satisfaction and compliance with regulatory norms. - Prepare and monitor branch sales targets and provide regular performance metrics reports. Requirements: - Graduate/Postgraduate in Finance, Business, or a related field. - Minimum 5 years of experience in financial product sales, with at least 2 years in mutual fund distribution. - AMFI/NISM certification is mandatory. - Strong leadership, communication, and interpersonal skills. - Target-driven with a profound understanding of investor behavior and financial planning. Why Join Us - Leadership opportunity in a growing organization. - Performance-driven incentives and career progression. - Work with a passionate, investor-centric team.,

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Branch Manager Mutual Fund Distribution

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