Branch Head

3 days ago

Bengaluru, India Vachana Investments Full time

Key Responsibilities:

  • Drive equity, derivatives, and mutual funds sales through the branch.
  • Acquire new clients (retail & HNI) and expand the existing client base.
  • Achieve business targets for brokerage revenue, client activation, and investment product sales.
  • Identify cross-selling and up-selling opportunities in wealth management products.
  • Build and maintain strong client relationships to ensure high levels of customer satisfaction.
  • Resolve escalated client issues promptly.
  • Conduct client engagement activities and investor awareness programs.
  • Ensure smooth day-to-day branch operations.
  • Adhere to SEBI, NSE, BSE, and other regulatory guidelines.
  • Ensure proper KYC documentation and compliance for all client accounts.
  • Monitor risk management policies and margin requirements.
  • Recruit, train, and develop branch staff including equity dealers and relationship managers.
  • Motivate and monitor performance to ensure achievement of branch business goals.
  • Provide ongoing guidance and support to team members.
  • Regularly review branch performance against set targets.
  • Submit timely reports on business, compliance, and operational parameters to management.
  • Analyze market trends and competitor activities to identify growth opportunities.

Key Skills & Competencies:

  • Strong knowledge of stock markets, equity, derivatives, and investment products.
  • Minimum 10 years of experience in Stock Broking industry and 5 years in Team management and Branch Handling.
  • Good understanding of SEBI/NSE/BSE rules and regulations.
  • Excellent leadership, team management, and people development skills.
  • Strong communication, negotiation, and client relationship skills.
  • Analytical mindset with problem-solving abilities.
  • Ability to work under pressure and meet business targets.

If interested please call Rajni or share your CV through Whatsapp

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