Branch Manager Investment - NJ
Branch Manager Investment - NJ
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Job Description
Client: NJ Group
- Products: Mutual Funds Insurance LAS Bonds etc.
- Business targets: Recruitment of Financial Products Distributor Product sales etc.
Key Responsibilities
- Lead motivate and manage the sales team to achieve targets and KPIs
- Develop and implement sales strategies to drive business growth and increase investment revenue
- Oversee the branchs investment operations and ensure compliance with regulations and policies
- Identify potential investment opportunities and provide guidance to clients based on their financial goals
- Build and maintain strong relationships with new and existing clients to enhance customer satisfaction and loyalty
- Monitor market trends and competitor activities to adjust sales strategies and tactics accordingly
- Provide regular reports on sales performance market trends and customer feedback to the management
- Conduct regular performance evaluations for the sales team and provide ongoing training and mentorship
- Collaborate with the finance and investment teams to develop innovative investment products and solutions
- Ensure efficient branch operations and streamline processes to enhance productivity and customer service
- Resolve customer complaints and issues in a timely and professional manner
- Contribute to the overall strategic planning and decisionmaking process for the branch
- Maintain a strong understanding of investment products market conditions and regulatory requirements
- Promote and uphold the organizations values policies and ethical standards
- Participate in industry events conferences and networking opportunities to enhance the branchs market presence
Required qualifications
- Bachelors degree in Finance Business Administration or related field; MBA or CFA is a plus
- Proven experience in investment sales and management preferably in a leadership role
- Deep understanding of investment products financial markets and industry regulations
- Strong track record of achieving sales targets and driving business growth
- Excellent leadership and team management skills with the ability to inspire and motivate a sales team
- Exceptional communication and interpersonal abilities with a focus on customer service and relationshipbuilding
- Ability to analyze market trends competitor activities and customer feedback to make strategic decisions
- Solid knowledge of financial planning risk management and investment strategies
- Familiarity with CRM systems sales tracking tools and financial software
- Proactive and resultsoriented mindset with a focus on continuous improvement and innovation
- Ability to thrive in a fastpaced and dynamic work environment
- Strong work ethic integrity and commitment to ethical business practices
- Professional certifications (e.g. Series 7 Series 63) are a plus
- Experience in collaborating with crossfunctional teams and senior management
- Demonstrated ability to handle pressure meet deadlines and maintain a high level of accuracy
risk management,channel partner development,investment strategies,team management,bonds,team leadership,cross-functional collaboration,operations,investment,sales strategy development,sales management,relationship-building,sales,financial product development,market analysis,leadership skills,ethical standards,sales tracking tools,financial software,management,strategic decision-making,investment sales,financial advisory,finance,professional certifications,crm systems,regulatory compliance,business growth,leadership,mutual funds,investment advisory,relationship building,investment operations,financial planning,customer service,insurance,sales & distribution
Employment Type
Full Time
Company Industry
Key Skills
- Financial Services
- Financial Concepts
- Intellectual Property Law
- Investment Experience
- Asset Management
- Securities Law
- Investment Management
- Private equity
- Financial Modeling
- Bloomberg
- Project Management Lifecycle
- Financial Planning
