Branch Head- IFDG Sales

Job Description

Key Responsibilities
• Lead and manage sales operations of the branch for IFDG (Independent Financial Distribution Group).
• Drive product distribution through IFDs: mutual funds, IPOs, fixed deposits, bonds, etc.
• Achieve branch targets for new client acquisition, assets under distribution, revenue & growth.
• Oversee crossselling of related financial products (insurance, credit cards, loans etc.).
• Ensure that all KYC, compliance, and regulatory requirements are met.
• Recruit, coach, mentor and manage the branch sales team; set and monitor their targets.
• Maintain relationships with key stakeholders: IFAs, distributors, leads, clients.
• Monitor competitor activity & local market conditions, identify opportunities.
• Manage branch P&L, ensure efficient operations (cost control, documentation, reporting).

Keyskills :
wealthmanagementteam handlingipoclientplanningfundinvestmentsalesdistributionacquisitionportfoliofinancialgrowthproductaum