Branch Manager - Wealth Management

Job Profile: Branch Manager – Wealth Management \& Insurance

Company: G2P Wealth

Location: Kolkata

The Branch Manager will lead branch business development, manage Relationship Managers and Telecallers, acquire clients and oversee service delivery across mutual fund distribution and insurance. The role carries responsibility for branch targets, team productivity and profitability.

Key Responsibilities

• Achieve monthly and annual targets for new SIP registrations, SIP value, mutual fund AUM, insurance premiums and revenue.
• Recruit, train and manage Relationship Managers and Telecallers.
• Allocate leads, monitor follow-ups and support the team in client meetings and conversions.
• Build business through referrals, corporate relationships and local outreach.
• Understand clients’ financial needs and ensure suitable product discussions within the company’s authorised scope.
• Oversee onboarding, documentation, transaction coordination and resolution of service requests.
• Monitor SIP continuation, insurance renewals and client retention.
• Track branch expenses and improve revenue per employee and acquisition costs.
• Ensure adherence to company policies, applicable compliance requirements and customer data confidentiality.
• Submit business forecasts and performance reports to the Cluster Manager/Zonal Manager.

Candidate Requirements

• Graduate is preferred.
• Minimum 5 years of experience in mutual fund distribution, insurance, banking or financial services sales.
• Experience managing a sales team and achieving branch business targets.
• Strong client acquisition, communication, coaching and relationship management skills.
• Working knowledge of mutual funds, SIPs and insurance products.
• NISM Series V-A certification preferred; required certifications must be completed as applicable to the role.
• Comfortable using CRM systems, Excel and business dashboards.

Performance Measures

Business AreaKey MeasuresMutual fundsNew SIP value, active SIPs, net AUM growthInsuranceIssued premium, policies and renewalsTeam performanceTarget achievement and employee productivityClient relationshipsRetention, referrals and service qualityBranch profitabilityRevenue, expenses and contributionSales qualityDocumentation accuracy, cancellations and complaints

Reporting To

Cluster Manager / Zonal Manager

Team Managed

Relationship Managers and Telecallers

Compensation

Fixed salary plus performance incentives, based on experience and company policy.

Pay

₹300,000.00 - ₹480,000.00 per year

Benefits

• Cell phone reimbursement

Work Location

In person