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Branch Manager
2 months ago
Prabhudas Lilladher Group is a full-service financial services organization with a presence in stock broking, investment banking and corporate advisory, equity research, institutional equities, wealth management and portfolio management services. We have been in the business since the last 80 years.
Position Overview : Prabhudas Lilladher Pvt. Ltd. is seeking a dynamic and experienced Branch Manager for our Private Wealth Group. The ideal candidate will be responsible for leading a branch office, driving business growth, and managing client relationships. This role requires strong leadership, a deep understanding of wealth services, and the ability to motivate and guide a high-performing team.
Job Title : PWG - Branch Manager.
Department : Private Wealth Group.
Location : Bangalore, Chennai & Hyderabad.
Key Responsibilities:
Business Development: Lead the branch to achieve business targets through client acquisition and retention within the Private Wealth domain.
Team Leadership: Manage and mentor the branch team, ensuring efficient operations and service excellence. Promote a culture of performance, collaboration, and continuous improvement.
Client Relationship Management: Develop and maintain relationships with high-net-worth individuals (HNWIs) by providing tailored financial and investment solutions.
Compliance & Risk Management: Ensure branch adherence to all regulatory, operational, and compliance requirements. Maintain high standards of risk management and client confidentiality.
Product Knowledge: Stay updated on financial products, market trends, and opportunities to ensure the branch offers best-in-class wealth management services.
Branch Operations: Oversee daily operations of the branch, manage resources, and ensure that all services are delivered to meet client expectations and company standards.
Key Qualifications:
Bachelor's degree in Finance, Business, or related field (Master’s degree or certification in wealth management is a plus)
Minimum of 12-15 years of experience in wealth management, with at least 5 years in a leadership role
Strong understanding of financial markets, investment products, and wealth management strategies
Proven track record of managing high-net-worth client relationships
Excellent leadership, communication, and interpersonal skills
Ability to develop and execute business strategies to meet revenue and growth targets
How to Apply : To apply for this role, please click on the "Apply" button to submit your application and submit your resumes to (shubhamkamble@plindia.com) with the subject line "Application for Branch Manager – Private Wealth Group."
Take the next step in your career with Prabhudas Lilladher Pvt. Ltd., where your expertise and leadership will shape the future of Private Wealth Group
