JM Financial ( Branch Head )
Job Description
Company: JM Financial
Experience: 5+ Years
Locations: Surat, Pune, Mumbai (Vile Parle)
We are looking for an experienced Branch Head to lead our branch operations, drive business growth, and manage a high-performing team. The role involves overseeing sales, expanding the Independent Financial Distributor (IFD) network, and ensuring smooth branch functioning.
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Lead the branch as a profit center and manage day-to-day operations
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Acquire, onboard, and manage Independent Financial Distributors (IFDs)
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Drive business development for primary market and investment products
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Guide and train IFDs on digital platforms and product knowledge
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Expand the branch network and ensure high productivity
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Maintain strong client and partner relationships
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Conduct business development events and activities
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Ensure compliance and branch performance excellence
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Minimum 5+ years of experience in financial products (Mutual Funds, Insurance, Fixed Income, etc.)
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Experience in empaneling and managing IFAs/IFDs
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Strong understanding of wealth management and primary market products
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Good communication, leadership, and team-handling skills
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Graduate/ Postgraduate; NISM VA certification preferred
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