E-mail: careers@shreeconsultants.in

Interview location:  chennai

Work location:  chennai

About the job:

What we are looking for:

We are a leading wealth management company seeking an experienced and results-driven branch manager to join our growing team. As a branch manager, you will be responsible for overseeing all aspects of the branch operations, including sales, customer s ervice, and team management. Y ou will work closely with the team to ensure that all clients receive expert guidance and advice on investment and financial planning. To possess excellent leadership and communication skills.

Key Responsibilities:

• Manage and lead a team of 8 members to achieve team and individual goals.
• Monitor sales performance and ensure that the team is meeting or exceeding targets.
• Responsible for managing and leading a team of professionals, providing guidance, coaching, and support as needed. They must ensure that the team is working effectively together towards the business goals.
• Has to develop and implement effective business strategies and plans to achieve branch targets and objectives. This involves analyzing market trends and competitors to identify opportunities for growth and innovation.
• Has to ensure that the sales team is meeting or exceeding sales targets. Also responsible for setting sales targets, monitoring performance, and adjusting strategies as needed to drive growth.
• Creating a short- and long-term sales plan with the intention of achieving the given objectives
• Consistently meet revenue goals in accordance with team/organizational goals
• Actively looking for possibilities to upsell and cross-sell to existing customers
• Obtaining referrals from the current clientele to widen the sales pipeline
• Recognize customer needs and provide insights for improving the product portfolio based on interactions with and feedback from customers
• Overseeing pre- to post-sales support activities for the designated goods and regions while guaranteeing the greatest level of client satisfaction.
• Stay up-to-date on market trends and developments to ensure the team is well-informed and equipped to provide expert advice.

Qualification:

• Completion of any PG / UG / any specialization.
• Minimum of 10 years of relevant experience in wealth management, including at least 8 years of leadership experience.
• Excellent leadership and communication skills.
• Proven track record of achieving targets and growing revenue.
• Strong knowledge of financial planning and investment strategies.
• Ability to work in a fast-paced, dynamic environment.
• Ability to motivate and inspire team members to achieve their goals.
• Good command of oral and written English and the ability to converse freely and build rapport.
• Experience in end to end sales process is a plus.

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