Branch Manager - BFSI

Opening for the position of Branch Manager.

Looking for candidates with AUM not less than 10 crore & dealing with financial products like Bond/ mutual Fund/ insurance only.

Job Responsibilities:

- Responsible for client acquisition and managing the overall client relationship

- Responsible for overall performance of the team and goal achievement

- Work closely with clients for creation and implementation of their financial plans

- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

- Prepare and interpret for client’s information such as investment performance reports, financial document summaries, and income projections.

- Research and investigate new investment opportunities to determine relevance for clients

- Answer clients' questions about the purposes and details of financial plans and strategies.

- Sell financial products such as bonds, mutual funds, and insurance.

- Conduct seminars and workshops on financial planning topics

Job Qualifications:

- CA/ CFP/ MBA with 8-10 years experience in financial services industry

If interested then kindly revert back with your updated Resume with the following details on consultant020@hcapital.in

Current CTC:
Expected CTC:
Notice Period:

Nazneen Siddiqui
hCapital- Executive Search