Job Summary

We are seeking an experienced and result-oriented Branch Manager to lead and drive the business growth of our Financial Products Distribution vertical at the assigned location. The incumbent will be responsible for achieving business targets, managing branch operations, leading and developing the branch team, ensuring regulatory compliance, and delivering exceptional customer service. The ideal candidate should possess strong leadership capabilities, in-depth knowledge of financial products, and a proven track record in branch and sales management.

Key Responsibilities

Business Development

• Drive overall business development and revenue growth for the Financial Products Distribution business at the assigned branch.
• Develop and execute strategic business plans to achieve sales and profitability targets.
• Identify new business opportunities and expand the customer and distributor network.
• Drive customer acquisition, cross-selling, and relationship management initiatives.

Sales & Revenue Generation

• Achieve branch-level business targets across financial products.
• Drive sales of:
  • Mutual Funds
  • Insurance Products (Life & General)
  • Loan Against Securities (LAS)
  • Bonds
  • Other Investment & Wealth Management Products
• Monitor daily, weekly, and monthly sales performance and implement corrective actions where required.
• Ensure consistent achievement of revenue and productivity goals.

Team Leadership & Development

• Lead, motivate, and manage the branch team to deliver superior business performance.
• Recruit, coach, mentor, and develop Financial Product Distributors and branch staff.
• Conduct regular product and sales training to enhance team capability.
• Groom employees on product knowledge, sales techniques, systems, and customer engagement.
• Foster a high-performance culture through continuous coaching and motivation.

Performance Management

• Conduct regular performance reviews and provide constructive feedback to team members.
• Set individual KPIs and monitor performance against business objectives.
• Identify training needs and implement development plans to improve productivity.
• Recognize and reward high performers while addressing performance gaps.

Branch Operations & Compliance

• Oversee day-to-day branch operations to ensure smooth functioning.
• Ensure strict adherence to company policies, operational procedures, and regulatory guidelines.
• Maintain high standards of customer service and operational excellence.
• Monitor branch compliance with audit requirements, risk management policies, and internal controls.

Recruitment & Channel Development

• Recruit and onboard Financial Product Distributors to strengthen the branch distribution network.
• Develop and maintain strong relationships with distributors and business partners.
• Support channel partners in achieving their business objectives through regular engagement and training.

Customer Relationship Management

• Build and maintain long-term relationships with customers and key stakeholders.
• Resolve customer queries and escalations promptly while ensuring a superior customer experience.
• Promote customer retention and increase wallet share through cross-selling and advisory services.

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Products Handled

• Mutual Funds
• Life Insurance
• General Insurance
• Loan Against Securities (LAS)
• Bonds
• Fixed Income Products
• Other Wealth Management & Investment Solutions

Required Skills

• Strong leadership and team management abilities.
• Proven expertise in financial product distribution and branch operations.
• Excellent sales, business development, and relationship management skills.
• Sound understanding of investment and wealth management products.
• Strong analytical, problem-solving, and decision-making capabilities.
• Excellent communication, negotiation, and interpersonal skills.
• Good knowledge of regulatory compliance and operational risk management.
• Proficiency in MS Office and CRM/business applications.

Qualifications

• Bachelor’s degree in Business Administration, Commerce, Finance, Economics, or a related discipline.
• MBA/PGDM in Finance or Marketing will be an added advantage.
• Relevant certifications such as NISM, AMFI, or IRDAI certification are preferred.

Experience

• Minimum 7 years of experience in the Financial Services Industry.
• At least 3–5 years of experience as a Branch Manager handling Financial Products Distribution, Wealth Management, Banking, NBFC, Broking, or Investment Advisory businesses.
• Proven track record of consistently achieving branch business targets and leading high-performing teams.

Compensation

• Fixed CTC + Incentives: ₹11–14 LPA
• Travel Allowance (TA) as per company policy

Key Competencies

• Business Development
• Branch Operations Management
• Financial Products Distribution
• Sales & Revenue Growth
• Team Leadership & Coaching
• Distributor Recruitment & Management
• Customer Relationship Management
• Performance Management
• Compliance & Risk Management
• Strategic Planning
• Negotiation & Communication
• Result Orientation

Key Performance Indicators (KPIs)

• Achievement of branch revenue and sales targets.
• Recruitment and activation of Financial Product Distributors.
• Growth in Assets Under Distribution (AUD)/business volume.
• Product-wise sales performance.
• Customer acquisition and retention.
• Team productivity and employee performance.
• Branch compliance and audit scores.
• Customer satisfaction and service quality.
• Profitability and operational efficiency of the branch.

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This role is ideal for an experienced Branch Manager with a strong background in financial product distribution, sales leadership, and branch operations who can drive business growth, build high-performing teams, and ensure operational excellence while maintaining regulatory compliance.