Branch Head / AVP

We are a leading wealth management company seeking an experienced and results-driven branch manager to join our growing team. As a branch manager, you will be responsible for overseeing all aspects of the branch operations, including sales, customer s ervice, and team management. Y ou will work closely with the team to ensure that all clients receive expert guidance and advice on investment and financial planning. To possess excellent leadership and communication skills.

• Manage and lead a team of 8 members to achieve team and individual goals.

• Monitor sales performance and ensure that the team is meeting or exceeding targets.

• Responsible for managing and leading a team of professionals, providing guidance, coaching, and support as needed. They must ensure that the team is working effectively together towards the business goals.

• Has to develop and implement effective business strategies and plans to achieve branch targets and objectives. This involves analyzing market trends and competitors to identify opportunities for growth and innovation.

• Has to ensure that the sales team is meeting or exceeding sales targets. Also responsible for setting sales targets, monitoring performance, and adjusting strategies as needed to drive growth.

• Creating a short- and long-term sales plan with the intention of achieving the given objectives

• Consistently meet revenue goals in accordance with team/organizational goals

• Actively looking for possibilities to upsell and cross-sell to existing customers

• Obtaining referrals from the current clientele to widen the sales pipeline

• Recognize customer needs and provide insights for improving the product portfolio based on interactions with and feedback from customers

• Overseeing pre- to post-sales support activities for the designated goods and regions while guaranteeing the greatest level of client satisfaction.

• Stay up-to-date on market trends and developments to ensure the team is well-informed and equipped to provide expert advice.

• Completion of any PG / UG / any specialization.

• Minimum of 10 years of relevant experience in wealth management, including at least 8 years of leadership experience.

• Excellent leadership and communication skills.

• Proven track record of achieving targets and growing revenue.

• Strong knowledge of financial planning and investment strategies.

• Ability to work in a fast-paced, dynamic environment.

• Ability to motivate and inspire team members to achieve their goals.

• Good command of oral and written English and the ability to converse freely and build rapport.

• Experience in end to end sales process is a plus.