AVAvani Consulting
Branch Manager Mutual Fund
Roorkee ₹6-9 LPA Posted 13 Aug 2025
FULL TIME
Mutual Funds
Client Relationship
Asset Management
Branch Management
Business Development
+1 more
Job Description
This role is for a Branch Manager to oversee branch operations and drive revenue generation from investment products within an Asset Management Company (AMC). The ideal candidate will have in-depth knowledge of Mutual Funds and be responsible for managing staff, educating channel partners, and increasing participation in revenue generation.
Key Responsibilities
- Manage the branch and assist staff in generating maximum revenue from the AMC's investment products.
- Communicate and educate Channel Partners and distributors about product advantages.
- Conduct regular presentations, meetings, reviews, and training sessions to increase participation in revenue generation.
- Profile Channels and assign them targets.
- Ensure depth knowledge of Mutual Funds among the team and effectively engage with Distributors, Ultra HNI clients, and Channel Partners.
Skills & Qualifications
- In-depth knowledge of Mutual Funds.
- Strong ability to manage a branch and lead a team.
- Proven experience in communicating and educating Channel Partners and distributors.
- Experience in profiling channels and assigning targets.
- NISM V A and NISM XXI A certifications are preferred.