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3 NJ Technologies Jobs

NJ Group - Branch Manager - Investment B2B Sales (4-8 yrs)

4-8 years

NJ Group - Branch Manager - Investment B2B Sales (4-8 yrs)

NJ Technologies

posted 2mon ago

Job Description

Branch Manager - Investment B2B Sales


Job Description:


Primary Role:

Branch Management:

- Oversee and manage branch staff, ensuring productivity and discipline.

- Provide coaching, development, and support to the team to meet sales targets.

- Ensure adherence to company policies, processes, and compliance standards.

Team Leadership:

- Train and groom the team on product knowledge, system usage, and sales techniques.

- Guide the team in achieving business objectives and individual performance goals.

- Conduct regular performance reviews and provide constructive feedback for improvement.

Business Development:

- Develop and implement strategic business plans for financial product distribution.

- Recruit financial product distributors to expand the branch's network.

- Drive sales of products such as Mutual Funds, Insurance, Bonds, and Loan Against Securities (LAS).

Operational Excellence:

- Ensure smooth execution of day-to-day branch operations.

- Maintain compliance with internal policies and regulatory standards.

- Monitor and report on branch performance to the Regional Manager.

Secondary Role:

- Deliver business opportunity programs and presentations to attract potential distributors.

- Represent the branch in monthly sales meetings and training sessions as instructed.

- Provide feedback to the Regional Manager on compliance and operational issues.

- Participate in basic training sessions to educate new employees or distributors, if required.

Key Deliverables (KRAs):

- Achievement of business targets, including distributor recruitment and product sales.

- Growth in branch revenue through diversified financial products.

- Improved team performance and achievement of individual employee goals.

- Enhanced branch compliance and adherence to company policies.

- Increased customer and distributor satisfaction through quality service and support.

Key Skills and Qualifications:

- Technical Skills

- Strong knowledge of financial products such as Mutual Funds, PMS, Insurance, LAS, and Bonds.

- Experience in B2B sales, channel management, and distributor recruitment.

- Familiarity with compliance requirements and regulatory standards in the financial sector.

Leadership and Soft Skills:

- Proven leadership skills with experience in managing and motivating teams.

- Excellent communication and presentation skills.

- Strong analytical and problem-solving abilities.

- Strategic mindset with a focus on achieving business goals.

- Ability to build and maintain relationships with distributors and stakeholders.

Preferred Skills:

- Certifications in financial products or investment advisory (NISM, CFP).

- Experience in training and mentoring teams.

- Proficiency in CRM and sales tools for tracking and reporting.


Functional Areas: Other

Read full job description

Prepare for Branch Manager roles with real interview advice

Top NJ Technologies Branch Manager Interview Questions

Q1. Write class to have maths operation
Q2. Why java is safe and secure ?
Q3. Why finlogic technologies ?!
View all 6 questions

What people at NJ Technologies are saying

What NJ Technologies employees are saying about work life

based on 62 employees
53%
66%
73%
100%
Flexible timing
Alternate Saturday off
No travel
Day Shift
View more insights

NJ Technologies Benefits

Cafeteria
Health Insurance
Soft Skill Training
Gymnasium
Job Training
Work From Home +6 more
View more benefits

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