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Role Summary:

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 current partners. He needs to handle the team of Unit Managers - Sales who are involved in partner recruitment and relationship management.

● 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.

#may2025

● 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 Fund, Insurance, PMS, NPS, Loan against MF, Equity & ETFs, Bonds etc.

Business targets: Recruitment of Financial Products Distributor, Product sales through IFA etc.

Experience

5 - 10 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.

Salary Range

Yearly CTC is divided into two parts 1) Fixed CTC 2) Yearly Performance base incentive, which is given at

Financial Year end. * (*discuss it to respective HR)

📌 Branch - Manager - Warangal
🏢 RECEX
📍 Warangal