Institutional and Branch Sales Manager

Job Title: Branch Sales Manager Cum Institutional Sales Manager

Location: Delhi/NCREmployment Type:Full-time

Role Overview:

We are seeking ahighly motivated Branch Sales Manager Cum Institutional Sales Managerto manage and grow institutional business portfolio. The ideal candidate should have experience in handling clients, with excellent customer-handling and negotiation skills. The candidate must be ready to adapt to the financial planningindustry, learn our workflow model, and drive results through professionalism and relationship building.

Key Responsibilities:

• Take ownership of branchand institutional sales, including prospecting, onboarding, and client servicing.

• Lead and manage sales team, providing guidance, support and training as needed.

• Develop and maintain long-term relationships with corporates, institutions, and customers.

• Follow up with clients regularly, understand requirements, and ensure seamless order management.

• Prepare and deliver presentation and proposals to potential clients, showcasing the company’s products.

• Handle end-to-end sales cycle – lead generation, pitching, negotiations, closing deals, and account management.

• Develop and execute sales plan to generating sales through sales team.

• Leading and managing a team of Direct Sales Teams (DSTs).

• Handle and manage appointments.

Key Requirements:

• MBA/PGDM in Marketing and Sales.

• Prior experience in Institutional Sales / Corporate Sales preferred.

• Knowledge of financial planning added advantage.

• Strong negotiation, persuasion, and interpersonal skills.

• Excellent communication in English and Hindi.

• Proficiency in MS Office, CRM tools, and sales reporting.

• Professional appearance and business etiquette are mandatory.

• Willingness to travel frequently across cities for client visits and business development.

What We Offer:

• Opportunity to work in a fast-growing financial planning company making a real impact.

• Exposure to institutional and corporate sales in the financial planning domain.

• A dynamic, learning-driven environment with career growth opportunities.

Job Type: Full-time

Pay: Up to ₹50,000.00 per month

Work Location: In person