15 Sep
|
RS WEALTH MANAGEMENT
|
Mumbai
15 Sep
RS WEALTH MANAGEMENT
Mumbai
Company Description RS Wealth Management Pvt. Ltd. is a Delhi-based financial services firm positioned as a one-stop financial supermarket, offering clients a wide range of investment products and services. The company is a member of NSE, BSE, and MCX, providing an advanced platform to trade in equity, equity derivatives, commodity derivatives, and currency derivatives on recognized stock exchanges.
RS Wealth Management also facilitates investments in mutual funds and insurance, along with services such as Digital Signature Certificates and e-stamping. The firm serves a diversified client base including corporate clients, institutions, high net-worth individuals, NRIs, trusts, and retail clients. A robust team of experienced financial professionals, backed by continuous training and robust research, supports the company’s vision of being a respected and trustworthy financial organization.
Role Description The Branch Sales Manager is a full-time, on-site role based in Mumbai, responsible for leading branch sales operations and business development activities. This role involves managing and motivating the branch sales team, setting and monitoring sales targets, and driving revenue growth across equity, derivatives, commodities, currency products, mutual funds, and insurance offerings.
The Branch Sales
Manager will oversee client acquisition, relationship management, and retention efforts, ensuring high service standards and compliance with regulatory and company policies. Daily responsibilities include reviewing sales performance, guiding team members on product pitches,
coordinating with research and operations teams, organizing client meetings and events, and preparing regular reports for management. The role also includes identifying local market opportunities, implementing sales strategies, and maintaining a strong brand presence for RS Wealth Management within the branch’s territory.
Qualifications
- Proven experience in branch sales management or similar leadership roles in financial services, broking, or wealth management.
- Strong knowledge of capital markets and investment products, including equity, derivatives, commodities, currency, mutual funds, and insurance.
- Demonstrated ability in team leadership, including goal setting, performance monitoring, coaching, and talent development.
- Excellent client relationship management skills, with experience handling diverse client segments such as HNIs, NRIs, institutions, and retail investors.
- Solid business development and negotiation skills, with a track record of meeting or exceeding sales and revenue targets.
- Comfort with data analysis and reporting, including interpreting sales metrics and preparing branch performance reports.
- Strong communication and interpersonal skills, with the ability to present complex financial concepts clearly and professionally.
- Sound understanding of regulatory and compliance requirements relevant to securities, commodities, and financial products.
- Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or a related field; advanced certifications (e.g., NISM, NCFM, MBA) are an advantage
📌 Branch Sales Manager (Mumbai)
🏢 RS WEALTH MANAGEMENT
📍 Mumbai