New Job: Branch Head-NISM Certified-Mutual Fund Division, For Varanasi, 5-8Yrs, 5-7LPA; L&T Finance Ltd; 3UL&TFin/BranchHead58Y57LVara/2AP19

New Job: Branch Head-NISM Certified-Mutual Fund Division, For Varanasi, 5-8Yrs, 5-7LPA; L&T Finance Ltd; 3UL&TFin/BranchHead58Y57LVara/2AP19

 

Job Details:

Branch Head

Location : Varanasi         No of openings : 1       

Please make sure candidate should qualify checklist written below:

 

Ques: Does the candidate has minimum 5 years of experience in selling Mutual Funds ?

 

Ques: Is the candidate working in a Banking/NBFC firm?

 

Client :

 

Leading Financial Services company

 

Job Specifications

 

Exp.       5.0 - 8.0 Year(s)

Annual Fixed CTC             Min : 5.0 Lacs     Max: 7.0 Lacs

Qualification       Any Graduation ,

Working Days: 5 days

 

Job Title BRANCH HEAD Grade Manager

Platform INVESTMENT MGT Reporting To Regional Head / Zonal

Head

Department

SALES - RETAIL & BANKING

Location Varanasi,,UP

Salary Range 5-7 Lacs (excluding variable) Team Management

(Y/N) Y

1. JOB PURPOSE

● Manage staff, foster a positive environment and ensure customer satisfaction and proper branch

operation.

● The expansion and success of the business by implementing strategies that increase productivity and

enable sales targets achievement.

2. PRINCIPAL ACCOUNTABILITIES

1. Tie-ups with all Key Multicity players / Key IFAs for their branch /Jurisdiction

2. Achievement of set Targets in terms of Sales number and Branch Profitability

3. Review of Sales Target /Profitability on the basis of Market share amount, Gross & Net Mobilization , Folios in

 all the asset class

4. Ensuring that the hygiene factor of the branches / Team members in terms of adherence to the time lines /

 Limit of expense details / weekly MIS etc.

5. Ensuring the proper display of NAV / Circulars / Visibility tools in the branches

6. Ensuring compliance with the regulations

Financial Dimensions

NISM VA- Distributor Module Certified

1. Ensure Branch profitability in specified time frame

2. Ensure RM wise profitability in specified time frame

Other Dimensions

(Indication of some of the significant volumes associated with the job like number in team/ staff handled etc.).

1. Achievement of X % Distributor wise Market share for various categories of IFAs ( A+ / A / B /C )

2. Achievement of Y % Market Share in terms of Gross Sales / AUM in various asset classes.

3. 100 % activation of A+ / A Category of IFAs

3. SKILLS AND KNOWLEDGE

(State the minimum acceptable proficiency for this job which best indicates the education and/or experience

requirements of this job and not the incumbent).

Educational Qualifications and Experience

▪ Post Graduate Diploma in Business Management / MBA

▪ Minimum 4-5 yrs of total experience in Mutual Funds sales

 

Regards,

Shekahr-HR