Financial Branch Director

1 week ago

Ellore, Andhra Pradesh, India beBeeDirectorship Full time ₹ 15,00,000 - ₹ 25,00,000

Job Title: Branch Director

A successful Branch Director will lead and manage a team of financial experts to achieve sales targets and branch profitability.

  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).
  1. Branch Operations Management:
  • Manage day-to-day branch operations to ensure seamless service delivery.
  • Ensure compliance with regulatory standards and risk guidelines.
  • Monitor operational efficiency and address process gaps proactively.
  1. 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.
  1. 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.
  1. 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.
  1. 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 Qualifications:
  • Excellent communication and presentation skills.
  • 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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