Business Executive

3 days ago

Thiruvananthapuram, Kerala, India beBeeBusiness Full time ₹ 90,00,000 - ₹ 1,20,00,000

Job Title: Branch Manager

We are seeking a seasoned leader to spearhead our Sales, Business Development & Team Management Department at our Financial Services branch. The successful candidate will be responsible for leading a team of professionals and reporting directly to the Cluster Head/Regional Head.

Academic Background

  • A Bachelor's degree in Finance, Commerce, Economics or a related field is required. An MBA is preferred.

Work Experience

  • Minimum 5+ years of experience in the equity market is necessary.
  • At least 2 years in a leadership or managerial role is essential.

Team Management

  • The successful candidate must be able to lead a team of minimum 10+ members effectively.

Key Responsibilities

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).

2. 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.

3. 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.

4. 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.

5. 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.

6. Compliance & Risk Management

  • Ensure strict adherence to 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 are crucial.
  • A client-focused approach with a commitment to value delivery is essential.
  • The ability to perform under pressure and meet strict deadlines is vital.
  • Effective problem-solving and conflict resolution skills are necessary.
  • Leadership qualities with strong team-building capabilities are required.

Additional Desirable Skills

  • Excellent communication and presentation skills are highly valued.
  • Digital proficiency with trading platforms and CRM tools is advantageous.
  • An analytical mindset with strong financial and market acumen is desirable.

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