Branch Manager (Broking Product)
Bigul.co is seeking a Branch Manager to oversee daily operations, sales performance, and team management in the wealth management sector. The role involves driving new business growth through field sales, managing existing client relationships, and ensuring compliance with SEBI and IRDA regulations. Candidates should have at least five years of experience in financial products and strong sales target achievement. The position requires a self-motivated leader capable of extensive travel and effective stakeholder coordination.
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Experience
5+ years
Function
Sales
Work mode
Onsite, India
Company
Tier 2
What you will work on
Bigul.co is seeking a Branch Manager to oversee daily operations, sales performance, and team management in the wealth management sector. The role involves driving new business growth through field sales, managing existing client relationships, and ensuring compliance with SEBI and IRDA regulations. Candidates should have at least five years of experience in financial products and strong sales target achievement. The position requires a self-motivated leader capable of extensive travel and effective stakeholder coordination.
TAL's take
Standard branch management role in the wealth sector with clear performance expectations but limited information on organizational scale.
Clear expectations regarding sales targets, product knowledge, and operational oversight.
Must haves
- 5 years experience in broking, wealth management, or financial product sales
- Strong knowledge of equity markets, mutual funds, and insurance products
- Proven experience in field sales or direct sales
- Ability to build trust and long-term client relationships
- Excellent communication and negotiation skills
About the company
Unfamiliar company in the financial services sector, default to mid-tier.