Business Development & Revenue GrowthDrive sales and profitability of the branch through acquisition of new clients and expansion of existing relationships.Develop and execute strategies to achieve revenue, AUM (Assets Under Management), and profitability targets.Identify new business opportunities in wealth management, investments, insurance, and other financial products.Client Relationship ManagementBuild and maintain long-term client relationships by providing investment advisory and wealth solutions.Ensure delivery of superior customer experience and timely resolution of client queries.Act as the key point of escalation for high-net-worth clients.Team Leadership & People ManagementLead, motivate, and manage branch staff including Relationship Managers, Wealth Advisors, and Operations team.Set performance goals, monitor productivity, and ensure continuous training & development.Foster a culture of high performance, compliance, and client-centricity.Operational & Compliance OversightEnsure adherence to company policies, risk management frameworks, and regulatory guidelines.Monitor branch operations to ensure efficiency, accuracy, and service quality.Maintain ethical standards and compliance in all client engagements.Strategic ContributionParticipate in regional strategy formulation and contribute market insights.Represent the branch in corporate initiatives, product launches, and networking events.Drive digital adoption and process automation initiatives within the branch.RequirementsKey Requirements:Graduate/Postgraduate in Finance, Business Administration, or related field.10–15 years of experience in Banking/Wealth Management/Financial Services with at least 3–5 years in a leadership role.Strong knowledge of wealth management products – mutual funds, portfolio management services, insurance, structured products, and alternative investments.Proven track record of achieving revenue targets and managing high-net-worth clients.Excellent leadership, interpersonal, and communication skills.Strong business acumen with analytical and problem-solving ability.Knowledge of compliance, risk management, and regulatory framework (SEBI, RBI, IRDAI, AMFI).