Branch Manager- Financial Planning (Noida)

Job Description
We are hiring for one of our client in Noida, they are Investment Advisory firm a Non banking financial company (NBFC) in India.

Brief over view of the JD :

➢ Job Duties & Responsibilities

• Responsible for Team Hiring & driving branch Profitability

• Maximize sales performance to achieve the sales target of the Branch through following products like Mutual Funds, Fixed Deposit, PMS, AIF, Life Insurance, Home Loans / SME loans

• Developing and implementing sales plans.

• Delivery of Operating Profit Budgets for the Branch through revenue and cost management.

• Formulating the strategies to increase client base.

• Acquisition of HNI, Retail clients and Corporate Clients. Formation of new client acquisition strategy like corporate presentation, Investment awareness programs, through existing networking etc.

• Maintain long term and deepening relationship with HNI / UHNI customers so as to increase revenue base for the company.

• Interacting with customers on a regular basis to ensure satisfaction and gain useful feedback. • Conducting regular sales and operations meetings.

• Organising and executing training programs for branch personnel

• Interacting with customers on a regular basis to ensure satisfaction and gain useful feedback.

• Increasing brand awareness for the company within the community.

• Organising marketing activities and events for the branch.

• Monitor business analytics & publish MIS.

• Recognising employee achievements and encouraging excellence in the work environment.

• Briefing employees on current sales goals, promotions, and other relevant information.

➢ Desired Candidate Profile

• Minimum 3 years of experience in selling investment products.

• Excellent communication skill (mandatory)

• An experienced candidate with existing AUM will be preferred.

• Candidate with certification of either AMFI / NISM will be preferred.

• Aggressive and confident individuals with strong client relationships.

• Self -driven, target oriented individuals preferred.

Experience Bracket – Minimum 3 years

Salary Bracket- 4 Lakh to 6 Lakh

Education – MBA/PGDM

Location – Noida

Job Type: Full-time

Salary: ₹400,000.00 to ₹600,000.00 /year

Application Questions
Client has requested that candidates should address the following questions :

How many years of work experience do you have?
What is the highest level of education you have completed?
Are you in Noida, Uttar Pradesh?
Do you speak English fluently?
Do you have 3 years of experience in selling investment products?
Do you have the following license or certification: certification of either AMFI / NISM?
Do you have existing AUM?
Do you have experience of Mutual Funds, FD, PMS, AIF, Insurance?
Do you have experience with HNI, Retail clients and Corporate Clients?