Planify Capital - Branch Manager - Mutual Fund Distribution

The ideal candidate must have a proven track record in mutual fund distribution, strong team management capabilities, and the ability to drive sales performance while maintaining compliance and client satisfaction.

Key Responsibilities:.

- Drive mutual fund sales through direct and channel partner networks.

- Manage branch operations and ensure smooth execution of business processes.

- Lead, mentor, and manage a team of Relationship Managers/Advisors.

- Develop and implement local marketing strategies to boost client acquisition.

- Ensure high levels of customer satisfaction and compliance with regulatory norms.

- Prepare and monitor branch sales targets and regularly report performance metrics.

Requirements:.

- Graduate/Postgraduate in Finance, Business, or related field.

- Minimum 5 years of experience in financial product sales, with 2+ years in mutual fund distribution.

- AMFI/NISM certification is a must.

- Strong leadership, communication, and interpersonal skills.

- Target-driven with a deep understanding of investor behavior and financial planning.

Why Join Us?.

Leadership opportunity in a growing organization.

Performance-driven incentives and career progression.

Work with a passionate, investor-centric team.