Oversee daily branch operations and ensure compliance with AMC/regulatory standards. Lead, mentor, and manage a team of financial advisors and support staff. Develop and implement strategies for client acquisition and retention. Monitor and achieve branch financial targets and KPIs. Conduct market research to identify new business opportunities. Maintain strong relationships with existing clients and stakeholders. Ensure high levels of customer service and address client concerns promptly. Prepare and present financial reports to senior management. Organize and participate in community outreach and marketing events.
Job Title
Branch Manager - Mutual Funds