Branch Head / Sales Head

• 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).