- Business Development & Revenue Growth

- Drive sales and profitability of the branch through acquisition of new clients and expansion of existing relationships.

- Develop and execute strategies to achieve revenue, AUM (Assets Under Management), and profitability targets.

- Identify current business opportunities in wealth management, investments, insurance, and other financial products.

- Client Relationship Management

- Build and maintain long-term client relationships by providing investment advisory and wealth solutions.

- Ensure delivery of superior customer experience and timely resolution of client queries.

- Act as the key point of escalation for high-net-worth clients.

- Team Leadership & People Management

- Lead, motivate, and manage branch staff including Relationship Managers, Wealth Advisors, and Operations team.

- Set performance goals, monitor productivity, and ensure continuous training & development.

- Foster a culture of high performance, compliance, and client-centricity.

- Operational & Compliance Oversight

- Ensure adherence to company policies, risk management frameworks, and regulatory guidelines.

- Monitor branch operations to ensure efficiency, accuracy, and service quality.





- Maintain ethical standards and compliance in all client engagements.

- Strategic Contribution

- Participate in regional strategy formulation and contribute market insights.

- Represent the branch in corporate initiatives, product launches, and networking events.

- Drive digital adoption and process automation initiatives within the branch.

Requirements

Key Requirements:

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

- 10–15 years of experience in Banking/Wealth Management/Financial Services with at least 3–5 years in a leadership role.

- Strong knowledge of wealth management products – mutual funds, portfolio management services, insurance, structured products, and alternative investments.

- Proven track record of achieving revenue targets and managing high-net-worth clients.

- Excellent leadership, interpersonal, and communication skills.

- Strong business acumen with analytical and problem-solving ability.

- Knowledge of compliance, risk management, and regulatory framework (SEBI, RBI, IRDAI, AMFI).

📌 Branch Head / Sales Head (Mumbai)
🏢 Important Group
📍 Mumbai