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Branch Executive Leader

3 weeks ago

Solapur, Maharashtra, India beBeeBusiness Full time ₹ 20,00,000 - ₹ 25,00,000

Job Title: Business Director

Department: Sales, Business Development & Team Management

Industry: Financial Services / Broking

Reporting to: Cluster Head / Regional Head

  • Bachelor's degree in Finance, Commerce, Economics, or a related field (MBA preferred).
  • Minimum 5+ years of experience in the equity market.
  • At least 2 years in a leadership or managerial role.
  • Lead a team of minimum 10+ members.

Key Responsibilities:

  • Drive business growth 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.
  • Manage day-to-day operations to ensure seamless service delivery.
  • Ensure compliance with regulatory standards and risk guidelines.
  • Monitor operational efficiency and address process gaps proactively.
  • Lead, mentor, and motivate team members.
  • Set performance goals, conduct reviews, and ensure continuous learning through training.
  • Build a collaborative culture focused on results.
  • Build and maintain strong relationships with clients.
  • Provide personalized investment solutions, timely advice, and superior client service.
  • Address client concerns and feedback to enhance satisfaction and retention.
  • Stay updated on market trends and corporate developments.
  • Provide actionable insights to clients and team members.
  • Support clients with portfolio diversification and asset allocation strategies.
  • Ensure adherence to regulatory standards.
  • Monitor trading activities and mitigate risks.
  • Conduct regular audits for 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 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.
  • Digital proficiency with trading platforms and CRM tools.
  • Analytical mindset with strong financial acumen.
  • Entrepreneurial drive to scale business and profitability.