2 FundsIndia Jobs

Role & responsibilities

A Branch Manager at Wealth India's key responsibilities (KRAs) would likely include: driving new client acquisition within their assigned branch, managing a team of financial advisors to achieve sales targets, maintaining strong client relationships, ensuring operational excellence within the branch, and adhering to compliance regulations; essentially focusing on both sales growth and client satisfaction while overseeing the smooth functioning of the branch.

Key areas of focus:

Business Development:

Actively prospecting and generating new high-net-worth client leads within the local market.

Building relationships with potential clients through networking and community engagement.

Presenting Wealth India's services and investment solutions to prospective clients.

Closing new client accounts and achieving assigned sales targets.

Team Leadership:

Recruiting, hiring, and developing a high-performing team of financial advisors.

Providing coaching, mentoring, and ongoing training to advisors on sales strategies and compliance.

Monitoring individual advisor performance against sales goals and identifying areas for improvement.

Fostering a positive team culture and collaborative work environment.

Client Relationship Management:

Maintaining strong relationships with existing clients through regular communication and personalized service.

Understanding client needs and financial goals to develop tailored investment plans.

Addressing client concerns and resolving issues promptly.

Cross-selling additional Wealth India products and services to enhance client value.

Operational Management:

Overseeing the day-to-day operations of the branch, ensuring compliance with company policies and procedures.

Monitoring branch performance metrics (sales, client satisfaction, compliance) and taking corrective actions as needed.

Managing branch expenses and budget allocation.

Ensuring adherence to regulatory requirements and compliance standards.

Important skills for a successful Branch Manager at Wealth India:

Strong sales and negotiation skills

Proven leadership and team management abilities

Excellent communication and interpersonal skills

In-depth knowledge of investment products and financial planning strategies

Understanding of wealth management industry regulations and compliance requirements

Ability to build rapport with high-net-worth clients

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Preferred candidate profile

Hands in relevant field, Good Communicational skill, good in attracting client to the bussiness. B2B sales

Perks and benefits

Medical Insurance, Incentives,