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"Branch Head"/"Branch Manager"/"Lead Advisor"/"Unit Head"/"Wealth Management"/"Branch Sales Head"

Keywords / Skills : Wealth Management, Investment Advisor, Wealth Management And Acquisition, Mutual Funds, Private Banking, Insurance, Banking, Life insurance, Mutual fund, General insurance, Loans, "wealth products", "Home loans", "Creditcards", Mortgage, "Personal loans", "Credit C

6 - 10 years
Posted: 2019-06-01

Job Description
Open Positions for Amritsar, Ludhiana, Jalandhar, Pathankot, Jammu
Experience - 6+ Year

Salary - 8 to 9 Lacs per annum

Qualification - Graduate / MBA or C.A

Contact@ 7986047849 
Purpose of the Job

Train & Motivate all the Financial Advisor and guide him to achieve all the business number for the month. Along with that you have to achieve your own target with complete ownership of Sales, Operations and allied branch functions with Financial Planning for Clients.

This position holder will be responsible for managing key relationships and ensures business development across all distribution segments and manage Corporate & SMEs at all branch locations of the Cluster.

Will play a strategic role in the future growth and expansion of the organization

Key responsibilities

Responsible for achieving Sales for wealth products, acquiring hni/uhni (its an individual role).

PRODUCT: Mutual fund, Insurance, and other Wealth products along with Loan Book


Acquisition of new Hni & Uhni Client.

Ensure right- selling by all team members through regular training & product Knowledge.

Ensuring Compliance with regulations.

Behavioral Competencies

Confident & Assertive

Good Communicational skills abilities and pleasing personality

Negotiation Skills

Ability to motivate and manage team/People Management.

IRDA & AMFI Certified is mandatory.

Role Specific Competencies:

Excellent Team Management & Leadership Skills

Should be having a pleasing & smart personality.

Key account management skills.

Should have an eye for detail.

Product knowledge.

Market knowledge / extensively networked.

About Company

ABP Empower is a Chandigarh (Punjab, India) based placement agency. We are counted among the most reliable HR consultants in India. Mr. Pardeep Kumar is the CEO of our company and all thanks to his strong efforts and core values we have success made a very strong impact on the industry. We hire skilled candidates across different industry for different types of companies like Indian companies, Multinational Companies and companies located outside the country. At ABP Empower, we offer a wide range of services like Placement Consultant, HR Consultant, Manpower Recruitment, Career Consultant, Training Services
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