Manager Financial and Investment Services
Position Summary
We are seeking a dynamic, result-oriented, and process-driven General Manager to lead the operations of our investment services business. The ideal candidate will be responsible for building scalable systems, recruiting and developing high-performing teams, driving sales productivity, ensuring regulatory compliance, and mentoring managers to achieve sustainable business growth.
Key Responsibilities
Operations & Business Management
- Oversee the end-to-end operations of the investment services business.
- Develop and implement operational strategies aligned with business objectives.
- Build scalable systems, workflows, SOPs, and operational policies from the ground up.
- Ensure efficient execution of daily business activities while maintaining service excellence.
- Drive operational efficiency, productivity, and continuous improvement initiatives.
Recruitment & Talent Development
- Recruit, interview, and onboard high-performing sales, operations, and support staff.
- Develop competency frameworks and performance management systems.
- Coach, mentor, and develop managers and team leaders.
- Foster a culture of accountability, ownership, collaboration, and continuous learning.
- Identify future leaders and create succession plans.
Sales Performance Management
- Monitor individual and team sales productivity.
- Develop KPIs and dashboards to measure sales efficiency and profitability.
- Analyze sales performance and recommend corrective actions.
- Work closely with sales leaders to improve conversion rates, client acquisition, and retention.
- Conduct regular business reviews and performance meetings.
Systems & Process Development
- Design and implement CRM workflows and operational reporting systems.
- Develop reporting structures for management and stakeholders.
- Establish performance monitoring mechanisms using data analytics.
- Standardize processes across departments for consistency and quality.
Leadership & Strategic Planning
- Mentor department heads and management teams.
- Translate business goals into actionable departmental objectives.
- Lead change management initiatives and organizational improvements.
- Support business expansion, new product launches, and strategic initiatives.
Compliance & Risk Management
- Ensure adherence to all applicable financial industry regulations and internal policies.
- Develop internal controls to minimize operational and compliance risks.
- Coordinate with compliance, finance, and audit teams when required.
Key Reports & Dashboards
The role will be responsible for designing and reviewing reports including:
- Daily Sales Dashboard
- Advisor/Relationship Manager Productivity Report
- Sales Conversion Analysis
- Lead Source Performance Report
- Revenue & Commission Reports
- Team Performance Scorecards
- Client Acquisition & Retention Reports
- Pipeline & Forecast Reports
- Operational Efficiency Dashboard
- Recruitment & Attrition Reports
- Employee Productivity Metrics
- Branch/Regional Performance Reports
- Management MIS and Executive Dashboard
Key Performance Indicators (KPIs)
- Revenue growth
- Sales target achievement
- Sales conversion rate
- Team productivity
- Employee retention
- Recruitment turnaround time
- Customer satisfaction
- Operational efficiency
- Compliance adherence
- Process implementation milestones
- Cost optimization
- Business profitability
Qualifications
- Bachelor's degree in Business Administration, Finance, Commerce, or a related field.
- MBA or equivalent postgraduate qualification preferred.
- Professional certifications in investments or financial services are an advantage.
Experience
- 5–8 years of experience in investment services, wealth management, financial advisory, banking, or related financial services.
- Minimum 2 years in a leadership or business management role.
- Proven experience in building teams, implementing systems, and managing sales operations.
- Strong understanding of sales management, business analytics, and operational excellence.
Required Competencies
- Strategic leadership
- Team building and motivation
- Recruitment and talent development
- Business process improvement
- Data analysis and reporting
- Financial and commercial acumen
- Strong communication and presentation skills
- Decision-making and problem-solving
- Coaching and mentoring
- Change management
- Stakeholder management
- High ethical standards and integrity
Pay: ₹40,000.00 - ₹55,000.00 per month
Work Location: In person
