Branch Head - Mutual Fund Sales - Banking/NBFC (5-10 yrs) UP/Varanasi (BFSI Sales/Marketing)
UP, India
10d ago
source :

Branch Head- Banking / NBFC firm (Mutual Fund), 5-8Yrs, 5-7LPA, Varanasi

Location : Varanasi No of openings : 1

qualify checklist written below :

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

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

Client : Leading Financial Services company

Exp. 5.0 - 8.0 Year(s)

Target Companies - Banking and financial


  • 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
  • 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 :

    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


    Educational Qualifications and Experience :

  • Post Graduate Diploma in Business Management / MBA
  • Minimum 4-5 yrs of total experience in Mutual Funds sales
  • Key skills : Mutual Fund, NBFC, IFA, MF, Banking sales, NAV, branch head, branch manager, bank manager, NISM, AUM, Distributor Module, Mutual Funds (ref :

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