Job Description:

Job Role:
He would be responsible for the overall branch business and operations. His primary responsibility is business
development and needs to add more IFA / Business partners, to activate and motivate the existing partners for business.
Also to do various activities to generate leads for recruitment of new partners. He needs to handle the team of Unit
Managers - Sales who are involved in partner recruitment and relationship management.
Job Description:
● Overall responsible for business development of the Financial Products Distribution for the given location.
● To oversee and manage the branch staff, including their coaching, development and discipline to help meet sales
targets, strict adherence to policies and procedures, and to provide services
● Groom the team on product knowledge, system usages and guiding them to achieve the business objectives.
● Help the team to design and implement the business plans, ensuring the branch compliances, policies and
process
● To do the regular performance review of employees’ and evaluate, guide them for achieving the set goal.
Products: Mutual Funds, Insurance, LAS, Bonds etc. Business targets: Recruitment of Financial Products Distributor,
Product sales etc.
Note: Currently there is no physical branch at Cochin. We are going to set up a new branch there.
Experience :
10 - 15 yrs experience in Sales of Financial Products like Mutual Funds, Insurance etc. Preferred candidate who has
worked in B2B (Business to Business) model OR Agency Model, wherein he has experience in recruitment of agents /
brokers.

Key Skills :

Company Profile

The client is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 has now diversified into various businesses and today has presence in businesses ranging from financial products distributor network, asset management, real estate, insurance broking, training & development and technology. Our rich experience in financial services, combined with executional capabilities and strong process & system orientation, has enabled us to shape a rising growth trajectory in our businesses.
Product ranges are MF, Insurance, Realty, Information Technology, Wellness, Interiors, Loan etc. The client is based out of Surat in Gujarat, India and has presence in 165+ locations in India, Mauritius & Dubai and has over 1,800+ employees and over 32,500+ Active Advisors (Partners) associated. The total Asset Under Advice of 1,64,000+ Cr. of more than 28 Lacs investors.

Branch Manager -