Branch Executive

3 days ago

Vellore, Tamil Nadu, India beBeeLeadership Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

Job Title: Senior Branch Leader

Key Responsibilities:1. Business Growth & Development
  • Strategize and execute plans to increase branch revenue through equity trading, product sales, and new client acquisition.
  • Develop and implement strategies to achieve sales targets and branch profitability.
  • Identify opportunities for cross-selling and up-selling across financial products.
2. Operations Management & Compliance
  • Oversee daily branch operations to ensure efficient service delivery and compliance with regulatory standards.
  • Ensure adherence to company policies, risk guidelines, and industry regulations.
  • Monitor operational efficiency and address process gaps proactively.
3. Team Leadership & People Management
  • Lead, mentor, and motivate dealers, relationship managers, and staff.
  • Set performance goals, conduct reviews, and ensure continuous learning through training.
  • Cultivate a collaborative culture focused on results.
4. Client Relationship Building & Advisory Support
  • Establish and maintain strong relationships with high-net-worth individuals, ultra-high-net-worth individuals, and retail clients.
  • Provide personalized investment solutions, timely advice, and exceptional client service.
  • Address client concerns and feedback to enhance satisfaction and retention.
5. Market Analysis & Advisory Services
  • Stay updated on market trends, macroeconomic outlook, and corporate developments.
  • Offer actionable insights to clients and team members.
  • Support clients with portfolio diversification, asset allocation, and risk management strategies.

Required Skills & Qualifications:

  • 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.

Desirable Additional 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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