Vertical Head at Nikharv Consultancy
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Branch Manager - Sales - Mutual Fund/Insurance (7-15 yrs)
Enhancement of Deposit pool from Customers
- Establishing standards and delivery of service
- Sale of non-deposit products. Cross selling targets progressively
- Sale of MF and Insurance products
- Fee Income
- Branch Administration
- Regulatory Compliance
- Manage productivity and overall morale of branch team members
- Overall responsible for break-even and P&L of branch
Overall 4-6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities
- Must have had Sales experience and exposure, preferably of Liabilities products
- Qualifications- MBA / CA/ CAIB
- Good Leadership skills (though more tactical than strategic)
- Thinker: Doer - 40:60
- In-depth understanding of financial instruments, markets and macro micro economic processes
- Ability to carry along all the units involved in the customer service cycle to ensure customer - DELIGHT-
- Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.
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