Branch Head

Responsibilities

• Lead the branch as a profit center and manage day-to-day operations
• Acquire, onboard, and manage Independent Financial Distributors (IFDs)
• Drive business development for primary market and investment products
• Guide and train IFDs on digital platforms and product knowledge
• Expand the branch network and ensure high productivity
• Maintain strong client and partner relationships
• Conduct business development events and activities
• Ensure compliance and branch performance excellence

Requirements

• Minimum 5+ years of experience in financial products (Mutual Funds, Insurance, Fixed Income, etc.)
• Experience in empaneling and managing IFAs/IFDs
• Strong understanding of wealth management and primary market products
• Good communication, leadership, and team-handling skills
• Graduate or Postgraduate degree

Preferred Qualifications

• NISM VA certification

About the Company

JM Financial is a leading financial services provider.