Branch Manager - Mutual Funds

Work Level

Core

Leadership

Role

Industry Type

Function

Key Skills

Education

Note: This is a requirement for one of the Workassist Hiring Partner

Role Description

This is a full-time, on-site role for a Branch Manager - Mutual Funds located in Mandi. The Branch Manager will oversee the daily operations of the branch, manage a team of financial advisors, and ensure growth in mutual fund sales. Responsibilities include developing strategies to meet branch targets, maintaining compliance with regulatory requirements, and providing excellent customer service. The Branch Manager will also be involved in community outreach and building relationships with clients to promote mutual fund offerings.

Branch Manager

• Oversee daily branch operations:

  Ensure all activities comply with AMC and regulatory guidelines, maintaining smooth and efficient functioning of the branch.

• Team leadership:

  Lead, mentor, and manage a team of financial advisors and support staff to deliver on sales, service, and compliance targets.

• Sales & business development:

  Drive branch performance by:
• Developing and implementing strategies for client acquisition and retention
• Achieving sales and revenue targets across investment products (mutual funds, PMS, etc.)
• Maintaining a healthy product mix and cross-selling opportunities.

• Client relationship management:

  Build and nurture strong relationships with existing and new clients, distributors, and key stakeholders; ensure high levels of customer service.

• Market intelligence:

  Conduct market research to identify new business opportunities and analyze competitor activity; recommend and implement strategies to stay competitive.

• Compliance and reporting:

  Ensure strict adherence to regulatory requirements; prepare and submit periodic branch performance and financial reports to regional or senior management.

• Community engagement:

  Represent the branch at local marketing and investor education events; enhance AMC’s brand presence in the region.

Qualifications

• Strong knowledge and experience in mutual funds and financial products
• Excellent leadership and team management skills
• Ability to develop and implement effective sales strategies
• Strong customer service orientation and communication skills
• Experience in compliance and regulatory requirements
• Proficiency in financial software and tools
• Bachelor's degree in Finance, Business Administration, or related field
• Prior experience in a similar role in the banking or finance industry is a plus

Company Description

Workassist is an online recruitment and employment solution platform, providing relevant profiles to employers and relevant jobs to job seekers across various industries in India. Leveraging technology through e-recruitment, Workassist matches candidates with positions that suit their skills and experience. The company collaborates with recruiters in sectors such as Banking & Finance, Consulting, Sales & Marketing, Healthcare, IT and Operations, and Legal. Workassist is committed to enhancing the job-seeking experience, adapting rapidly to the changing job market.

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!