
Branch Manager
3 weeks ago
Job Title: Branch Manager
Department: Sales, Business Development & Team Management
Industry: Financial Services / Broking
Reporting to: Cluster Head / Regional Head
Academic Background
- Bachelor's degree in Finance, Commerce, Economics, or a related field (MBA preferred).
Work Experience
- Minimum 5+ years of experience in the equity market.
- At least 2 years in a leadership or managerial role.
Team Management
- Lead a team of minimum 10+ members.
Key Responsibilities
1. Business Development & Revenue Growth
- Drive branch revenue through equity trading, third-party product selling, and new client acquisition.
- Develop and implement strategies to achieve sales targets and branch profitability.
- Identify cross-selling and up-selling opportunities across financial products (Mutual Funds, Insurance, PMS, Structured Products, Fixed Income instruments).
2. Branch Operations Management
- Manage day-to-day branch operations to ensure seamless service delivery.
- Ensure compliance with company policies, regulatory standards, and risk guidelines.
- Monitor operational efficiency and address process gaps proactively.
3. Team Leadership & People Management
- Lead, mentor, and motivate equity dealers, relationship managers, and branch staff.
- Set performance goals, conduct reviews, and ensure continuous learning through training.
- Build a collaborative, performance-driven culture focused on results.
4. Client Relationship Management
- Build and maintain strong relationships with HNIs, Ultra-HNIs, and retail clients.
- Provide personalized investment solutions, timely advice, and superior client service.
- Address client concerns and feedback to enhance satisfaction and retention.
5. Market Analysis & Advisory Support
- Stay updated on equity market trends, macroeconomic outlook, and corporate developments.
- Provide actionable market insights to clients and team members.
- Support clients with portfolio diversification, asset allocation, and risk management strategies.
6. Compliance & Risk Management
- Ensure strict adherence to SEBI, NSE/BSE, and other regulatory standards.
- Monitor trading activities and mitigate risks.
- Conduct regular audits for operational transparency and compliance.
Key Competencies
- Strong strategic thinking and decision-making abilities.
- Client-focused approach with a commitment to value delivery.
- Ability to perform under pressure and meet strict deadlines.
- Effective problem-solving and conflict resolution skills.
- Leadership qualities with strong team-building capabilities.
Additional Desirable Skills
- Excellent communication and presentation skills.
- Networking ability with industry contacts and business partners.
- Digital proficiency with trading platforms and CRM tools.
- Analytical mindset with strong financial and market acumen.
- Entrepreneurial drive to scale branch business and profitability.
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