Senior Regional Director

6 days ago

Pune, Maharashtra, India beBeeBranch Full time ₹ 1,50,00,000 - ₹ 2,25,00,000

Job Title: Branch Manager

Department Overview:

Sales, Business Development and Team Management are key components of this role.

We operate in the Financial Services/Broking sector.

This position reports to the 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 Leadership and People Management
  • Lead a team of minimum 10+ members.
Key Responsibilities1. Business Development and 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. 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.
4. Market Analysis and 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.
5. Compliance and 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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