Branch Manager / Area Manager

Branch Manager / Area Manager – Partner Business

Job Overview

We are a well-established B2B wealth platform with a network of 20,000+ partners across India, supported by 200+ Wealth Managers and offering 13+ wealth products. With strong partner-first processes, a robust platform, and a high-impact L&D ecosystem, we aim to deepen partner engagement and scale distribution.

As a Branch Manager – Partner Business, you will be responsible for driving branch-level strategy, leading a team of Wealth Managers, and scaling the partner ecosystem to achieve business growth across wealth products.

Locations

Pune

Key Responsibilities

• Branch Leadership & Strategy
• Own and drive the overall business strategy for the branch aligned with organizational goals
• Set revenue targets and ensure achievement across all wealth product lines
• Monitor branch performance metrics and drive profitability

• Team Management
• Lead, mentor, and manage a team of Wealth Managers / Relationship Managers
• Drive productivity, performance, and capability building within the team
• Work closely with L&D to enhance team effectiveness

• Partner Acquisition & Growth
• Drive acquisition of new partners including IFAs, Sub-brokers, and distributors
• Expand and strengthen the existing partner network
• Identify high-potential partners and scale their business contribution

• Business Development
• Drive sales across products such as AIFs, MLDs, Debentures, Bonds, and Life Insurance (in-house & third-party)
• Identify new business opportunities and market expansion strategies

• Training & Enablement
• Ensure partners are well-trained on product offerings and market updates
• Conduct and oversee training programs and workshops

• Governance & Compliance
• Ensure adherence to regulatory and internal compliance standards
• Maintain high levels of process discipline and documentation

Qualifications & Skills

• MBA / PGDM or relevant degree
• 6–10 years of experience in BFSI / Wealth Management
• Proven experience in handling B2B / Partner Distribution channels
• Strong leadership and team management skills
• Excellent stakeholder management and relationship-building ability
• Strong business acumen with a result-oriented approach

Preferred Profile

• Experience in managing a branch or regional role in wealth/BFSI
• Exposure to products like AIFs, Structured Products, Bonds, and Insurance
• Strong network within IFA / Sub-broker ecosystem
• Proven track record of 3+ years in team leadership, driving productivity, revenue targets, and team development.

Thank You ,