Financial Services Leader

2 days ago

Kottayam, Kerala, India beBeeBusinessLeader Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Key responsibilities:

  • 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).
  • 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.
  • 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, 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.
  • Ensure strict adherence to regulatory standards.
  • Monitor trading activities and mitigate risks.
  • Conduct regular audits for operational transparency and compliance.

Requirements:

  • 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.
  • 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.

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