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67 Way To Go Consulting Jobs
Branch Manager - Mutual Funds
Way To Go Consulting
posted 19d ago
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Fixed timing
Key skills for the job
Job Description
- Oversee daily branch operations and ensure compliance with AMC/regulatory standards.
- Lead, mentor, and manage a team of financial advisors and support staff.
- Develop and implement strategies for client acquisition and retention.
- Monitor and achieve branch financial targets and KPIs.
- Conduct market research to identify new business opportunities.
- Maintain strong relationships with existing clients and stakeholders.
- Ensure high levels of customer service and address client concerns promptly.
- Prepare and present financial reports to senior management.
- Organize and participate in community outreach and marketing events.
Employment Type: Full Time, Permanent
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