Key Responsibilities
Lead and manage the overall branch operations to achieve business and revenue targets.
Drive branch growth through acquisition of HNI/UHNI and retail clients.
Build and grow the branch's Net Assets Under Management (AUM).
Drive Mutual Fund sales through Lumpsum investments and SIPs (Systematic Investment Plans).
Ensure achievement of branch targets across Mutual Funds, PMS, AIF, Bonds, Insurance, Fixed Income Products, and other wealth products.
Monitor team performance and provide regular coaching to improve productivity and conversions.
Develop and execute branch-level business strategies to increase market penetration and revenue.
Conduct regular portfolio reviews and provide customized investment solutions based on clients' financial goals.
Build long-term relationships with HNI and affluent clients through quality advisory services.
Schedule and conduct client meetings to strengthen relationships and generate current business opportunities.
Identify cross-selling and upselling opportunities across the existing client base.




Ensure high standards of customer service, compliance, and regulatory adherence.
Maintain strong coordination with internal departments for seamless client servicing and business execution.
Analyze branch performance, prepare MIS reports, and present business updates to senior management.

Preferred Candidate Profile
Experience: 612 years in Wealth Management, Private Banking, Broking, or Financial Services, with at least 2–3 years in a team handling or branch leadership role.
Proven experience in managing branch revenue, AUM, and team performance.
Solid knowledge of Mutual Funds, PMS, AIF, Bonds, Equity, Insurance, and other investment products.
Excellent leadership, team management, business development, and client relationship management skills.
Robust understanding of financial markets and investment advisory.
NISM Certification (VA/VIII-Series or relevant certification) preferred.

📌 Branch Manager Lucknow (India)
🏢 Alankit
📍 India