Branch Manager - Sales - Wealth Management - Bank (5-10 yrs)
Job Responsibilities:
- Recruit and manage a team of Sales officers
- Train and groom sales officers to next level.
- Build an AUM book
- Increase revenue from New clients through sales
- Cross Sell financial products to existing clients
- Direct all operational aspects including distribution operations, customer service, human resources, administration and sales
- Assess local market conditions and identify current and prospective sales opportunities
- Develop forecasts, financial objectives and business plans
- Meet goals and metrics
- Manage budget and allocate funds appropriately
- Bring out the best of branch's personnel by providing training, coaching, development and motivation
- Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
- Address customer and employee satisfaction issues promptly
- Adhere to high ethical standards, and comply with all regulations/applicable laws
- Network to improve the presence and reputation of the branch and company
- Stay abreast of competing markets and provide reports on market movement and penetration
Requirements
- Proven branch management experience, as a Wealth Manager or similar role
- Sufficient knowledge of modern management techniques and best practises
- Ability to meet sales targets and production goals
- Familiarity with industry's rules and regulations
- Excellent organizational skills
- Results driven and customer focused
- Leadership and human resources management skills
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
