Job Description & How to Apply Below
Job Overview
We are a well-established B2B wealth platform with a network of 20,000+ partners across India, supported by 200+ Wealth Managers and offering 13+ wealth products. With strong partner-first processes, a robust platform, and a high-impact L&D ecosystem, we aim to deepen partner engagement and scale distribution.
As a Branch Manager – Partner Business, you will be responsible for driving branch-level strategy, leading a team of Wealth Managers, and scaling the partner ecosystem to achieve business growth across wealth products.
Locations
Pune
Key Responsibilities
Branch Leadership & Strategy
Own and drive the overall business strategy for the branch aligned with organizational goals
Set revenue targets and ensure achievement across all wealth product lines
Monitor branch performance metrics and drive profitability
Team Management
Lead, mentor, and manage a team of Wealth Managers / Relationship Managers
Drive productivity, performance, and capability building within the team
Work closely with L&D to enhance team effectiveness
Partner Acquisition & Growth
Drive acquisition of new partners including IFAs, Sub-brokers, and distributors
Expand and strengthen the existing partner network
Identify high-potential partners and scale their business contribution
Business Development
Drive sales across products such as AIFs, MLDs, Debentures, Bonds, and Life Insurance (in-house & third-party)
Identify new business opportunities and market expansion strategies
Training & Enablement
Ensure partners are well-trained on product offerings and market updates
Conduct and oversee training programs and workshops
Governance & Compliance
Ensure adherence to regulatory and internal compliance standards
Maintain high levels of process discipline and documentation
Qualifications & Skills
MBA / PGDM or relevant degree
6–10 years of experience in BFSI / Wealth Management
Proven experience in handling B2B / Partner Distribution channels
Strong leadership and team management skills
Excellent stakeholder management and relationship-building ability
Strong business acumen with a result-oriented approach
Preferred Profile
Experience in managing a branch or regional role in wealth/BFSI
Exposure to products like AIFs, Structured Products, Bonds, and Insurance
Strong network within IFA / Sub-broker ecosystem
Proven track record of 3+ years in team leadership, driving productivity, revenue targets, and team development.
Thank You ,
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