Branch Manager Mutual Fund Distribution Planify Capital Limited

5.0 - 9.0 years

0 Lacs

haryana

On-site

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.,

Posted 1 month ago

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