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.

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).