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Branch Head / Sales Head

Branch Head / Sales Head

ConfidentialMumbai, India
8 days ago
Job description

Job Description

  • Business Development & Revenue Growth
  • Drive sales and profitability of the branch through acquisition of new clients and expansion of existing relationships.
  • Develop and execute strategies to achieve revenue, AUM (Assets Under Management), and profitability targets.
  • Identify new business opportunities in wealth management, investments, insurance, and other financial products.
  • Client Relationship Management
  • Build and maintain long-term client relationships by providing investment advisory and wealth solutions.
  • Ensure delivery of superior customer experience and timely resolution of client queries.
  • Act as the key point of escalation for high-net-worth clients.
  • Team Leadership & People Management
  • Lead, motivate, and manage branch staff including Relationship Managers, Wealth Advisors, and Operations team.
  • Set performance goals, monitor productivity, and ensure continuous training & development.
  • Foster a culture of high performance, compliance, and client-centricity.
  • Operational & Compliance Oversight
  • Ensure adherence to company policies, risk management frameworks, and regulatory guidelines.
  • Monitor branch operations to ensure efficiency, accuracy, and service quality.
  • Maintain ethical standards and compliance in all client engagements.
  • Strategic Contribution
  • Participate in regional strategy formulation and contribute market insights.
  • Represent the branch in corporate initiatives, product launches, and networking events.
  • Drive digital adoption and process automation initiatives within the branch.

Requirements

Key Requirements :

  • Graduate / Postgraduate in Finance, Business Administration, or related field.
  • 10–15 years of experience in Banking / Wealth Management / Financial Services with at least 3–5 years in a leadership role.
  • Strong knowledge of wealth management products – mutual funds, portfolio management services, insurance, structured products, and alternative investments.
  • Proven track record of achieving revenue targets and managing high-net-worth clients.
  • Excellent leadership, interpersonal, and communication skills.
  • Strong business acumen with analytical and problem-solving ability.
  • Knowledge of compliance, risk management, and regulatory framework (SEBI, RBI, IRDAI, AMFI).

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    Skills Required

    alternative investments, Risk Management, Insurance, Amfi, Portfolio Management Services, Compliance, Mutual Funds, structured products, Rbi, Sebi

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