Job Description
Title: Branch Head
Experience: 2 to 6 years
Location: Morbi Gujarat
Must haves:
- Good communication skills
- Good knowledge of Equity, Debt Markets and Financial Market
- NISM V-A certified
- Asset Management Company
Role And Responsibilities:
- Assume full accountability in the Branch, smooth operational flow, client services and all audit compliance at the branch.
- Build strong relationship with investors & key distributors (IFAs, National Distributors, State Bank Channel and Other Banks
- Drive Sales of new product launches and monitor team performances.
- Encourage investors to invest through online portal
- Create visibility and reputation of the Branch and the Company by showcasing our products and performances to walk in customers and distributors
- Conduct regular Investor Awareness Programs and Investor meets
- Ensure strong ground / branch level connectivity of the team by way of regular interaction and meets with employees of the branch
- Manage and motivate team and guide them suitably on products, markets and Sales tools.
- Access local market conditions and identify current and prospective sales opportunities through business development activities
- Ensure 100% quality control
- Establishes productive, professional relationships with key personnel in assigned partner accounts.
- Discuss existing schemes / New schemes of debt and equity and daily market update with the Team
- Develop, execute, implement and manage strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite
- Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.
- Help in communicating a strong and vibrant brand
- Ensuring increase in Market share in their respective channel business.
- Liaising with his investors / distributors /banks / institutions for selling / targeting specific schemes as identified by the Business Head.
- To manage the P&L of the branch
- To manage the overall operational activities of the branch & Human Resources Management
Skills & Competencies:
- Quick thinking and problem-solving skills
- Excellent verbal communication skills & listening skills
- Account Management skills, Excellent Presentation Skills
- Should have a thorough understanding of our products and a clear and fair idea about the products of our competition.
- The Candidates should have the ability to lead a team to implement plans and execute at the ground level.
- Thorough understanding of regulatory framework and Taxation Laws
- Customer focus and result oriented approach
Qualification & Experience:
- MBA / Graduate
- Graduate with 2 - 6 years of Industry Experience
- Good knowledge of Equity, Debt Markets and Financial Market
- MFD Certified
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