NJ Group - Branch Manager - Investment B2B Sales

Branch Manager - Investment B2B Sales

Job Description:

Primary Role:

Branch Management:

- Oversee and manage branch staff, ensuring productivity and discipline.

- Provide coaching, development, and support to the team to meet sales targets.

- Ensure adherence to company policies, processes, and compliance standards.

Team Leadership:

- Train and groom the team on product knowledge, system usage, and sales techniques.

- Guide the team in achieving business objectives and individual performance goals.

- Conduct regular performance reviews and provide constructive feedback for improvement.

Business Development:

- Develop and implement strategic business plans for financial product distribution.

- Recruit financial product distributors to expand the branch's network.

- Drive sales of products such as Mutual Funds, Insurance, Bonds, and Loan Against Securities (LAS).

Operational Excellence:

- Ensure smooth execution of day-to-day branch operations.

- Maintain compliance with internal policies and regulatory standards.

- Monitor and report on branch performance to the Regional Manager.

Secondary Role:

- Deliver business opportunity programs and presentations to attract potential distributors.

- Represent the branch in monthly sales meetings and training sessions as instructed.

- Provide feedback to the Regional Manager on compliance and operational issues.

- Participate in basic training sessions to educate new employees or distributors, if required.

Key Deliverables (KRAs):

- Achievement of business targets, including distributor recruitment and product sales.

- Growth in branch revenue through diversified financial products.

- Improved team performance and achievement of individual employee goals.

- Enhanced branch compliance and adherence to company policies.

- Increased customer and distributor satisfaction through quality service and support.

Key Skills and Qualifications:

- Technical Skills

- Strong knowledge of financial products such as Mutual Funds, PMS, Insurance, LAS, and Bonds.

- Experience in B2B sales, channel management, and distributor recruitment.

- Familiarity with compliance requirements and regulatory standards in the financial sector.

Leadership and Soft Skills:

- Proven leadership skills with experience in managing and motivating teams.

- Excellent communication and presentation skills.

- Strong analytical and problem-solving abilities.

- Strategic mindset with a focus on achieving business goals.

- Ability to build and maintain relationships with distributors and stakeholders.

Preferred Skills:

- Certifications in financial products or investment advisory (NISM, CFP).

- Experience in training and mentoring teams.

- Proficiency in CRM and sales tools for tracking and reporting.