5.0 - 9.0 years

0 Lacs

delhi

On-site

You are a highly accomplished Branch Manager with extensive expertise in Investment Management, Stock Broking, and Mutual Funds, sought after by Anytime Invest to lead branch operations. Your role involves driving revenue growth, managing a high-performing team, and delivering exceptional client experiences while ensuring compliance with industry standards. You are a strategic thinker with a proven track record in acquiring and managing HN/UHNI, Retail, and Corporate Clients, fostering long-term relationships to achieve business objectives. In this role, you will be the face of Anytime Invest in front of clients, embodying the company's core values of client centricity and empathy. Your responsibilities include driving sales and distribution of a diverse portfolio of financial products, recruiting, training, mentoring, and retaining a team of financial professionals, increasing Revenue and AUM, and ensuring smooth day-to-day operations of the branch. You will be responsible for relationship building & management with the team and customers for the sales & services of financial products of Anytime Invest, such as Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, and Wealth Management. Additionally, you will develop new relations through referencing & other sources, help clients achieve their financial dreams, manage investment portfolios, and identify & recruit quality partners. Qualifications: - 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 multitask, 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,

Posted 15 hours ago

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