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340 TetraHed Jobs

Branch Manager - Mutual Funds - AMC

5-9 years

Valsad

1 vacancy

Branch Manager - Mutual Funds - AMC

TetraHed

posted 29d ago

Job Description

The Branch Manager plays a vital role in an Asset Management Company (AMC) by overseeing the operations and business development activities of a mutual fund branch. This position is crucial for driving revenue, managing client relationships, and ensuring compliance with regulatory requirements. The Branch Manager is responsible for leading a team, formulating growth strategies, and fostering a culture of excellence within the branch.

Key Responsibilities

Develop and implement business plans to achieve sales and profitability targets
Provide leadership and direction to the staff, fostering a culture of high performance and service excellence
Oversee the branch's operational activities, ensuring compliance with regulatory and company policies
Build and maintain strong client relationships, addressing their investment needs and concerns
Analyze market trends and competitor activities to identify opportunities for growth and differentiation
Conduct periodic performance reviews, providing feedback and coaching to staff for professional development
Develop and execute marketing and promotional strategies to increase the branch's visibility and client base
Collaborate with internal stakeholders to optimize product offerings and enhance operational efficiency
Monitor and manage branch budgets, expenses, and financial performance
Ensure timely and accurate reporting of branch activities and financial metrics

Required Qualifications

Bachelor's degree in Finance, Business Administration, or a related field
Minimum of 5 years of experience in the financial services industry, with at least 2 years in a managerial role
Proven track record of driving sales, meeting targets, and expanding market share
Strong understanding of mutual funds, financial markets, and investment products
Excellent leadership and people management skills, with the ability to motivate and develop a high-performing team
In-depth knowledge of regulatory requirements and industry standards for mutual funds and asset management
Exceptional communication and interpersonal skills for building client relationships and internal collaboration
Proficiency in financial analysis, budgeting, and strategic planning
Relevant certifications such as CFA, AMFI, or NISM will be an advantage
Ability to thrive in a dynamic, fast-paced environment while maintaining composure and delivering results

Skills: financial management,strategic planning,reporting,mutual funds,marketing strategy,sales strategy,budgeting,sales,compliance,financial analysis,leadership,communication skills,team management,business development,market analysis,investment products,regulatory requirements,client relationships,customer relationship management,interpersonal skills,performance reviews

Employment Type: Full Time, Permanent

Functional Areas: Banking/Insurance

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Flexible timing
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TetraHed Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
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