 Job Position – Branch Manager (Financial Products Distribution)

 Location: Kolkata

 Employment Type: Full-Time

 Budget: 11LPA to 14LPA(CTC+ Incentives included)

 Additional Benefits: Travel Allowance (TA) + Official Laptop

 Experience Required: Minimum 7 years of experience in the Finance Industry

 Job Summary:

We are seeking an experienced and result-oriented Branch Manager to lead and drive the Financial Products Distribution business for the assigned branch. The incumbent will be responsible for achieving business targets, managing branch operations, leading and developing the sales team, ensuring regulatory compliance, and driving the distribution of financial products. The ideal candidate should possess strong leadership, business development, and team management skills with extensive knowledge of financial products and distribution channels.

 Key Roles & Responsibilities:

Business Development

 Drive overall business growth for the assigned branch by expanding the Financial Products Distribution business.

 Develop and execute effective business strategies to achieve revenue and sales targets.

 Identify new business opportunities and build strong relationships with clients and channel partners.

 Ensure consistent achievement of branch-level business objectives. Team Management & Leadership

 Conduct regular training sessions to enhance product knowledge, sales skills, and system usage.

 Motivate the team to achieve business goals while maintaining high productivity and service standards.

 Handle employee performance management, discipline, and career development. Sales & Product Distribution





 Drive sales and distribution of financial products, including: o Mutual Funds o Insurance Products o Loan Against Securities (LAS) o Bonds o Other Investment & Financial Products

 Ensure achievement of product-wise sales targets and revenue goals.

 Monitor sales performance and implement corrective actions wherever required. Branch Operations & Compliance  Ensure smooth day-to-day branch operations.

 Maintain strict adherence to company policies, regulatory guidelines, and compliance requirements.

 Oversee operational processes and ensure timely implementation of business initiatives.

 Ensure accurate documentation and process compliance across all branch activities. Performance Management

 Conduct regular performance reviews of branch employees and distributors.

 Set performance goals and monitor progress against key performance indicators (KPIs).

 Provide continuous guidance and support to improve overall team performance. Required Skills & Competencies  Strong leadership and people management skills.

 Excellent business development and sales management capabilities.

 In-depth knowledge of Mutual Funds, Insurance, LAS, Bonds, and other financial products.

 Sound understanding of financial markets and investment products.

 Strong analytical and decision-making abilities.  Excellent communication, presentation, and interpersonal skills.  Ability to build, motivate, and lead high-performing teams.

 Strong problem-solving and relationship management skills.

 Proficiency in MS Office and financial CRM/ERP systems.

Pay: ₹33,300.00 - ₹66,600.00 per month

Work Location: In person

📌 Senior Branch Manager (India)
🏢 Webmaa
📍 India