Financial Services Leader

2 days ago

Coimbatore, Tamil Nadu, India beBeeStrategic Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

Job Title: Branch Director

Department: Sales, Business Development & Team Leadership

Industry: Financial Services / Stock Broking

Reporting to: Cluster Head or Regional Manager

Academic Qualifications

  • Bachelor's degree in Finance, Commerce, Economics, or a related field (MBA preferred).

Work Experience Required

  • Minimum 5+ years of experience in the equity market.
  • At least 2 years in a leadership or management role.

Team Management Responsibilities

  • Lead a team of minimum 10+ members.

Key Responsibilities and Objectives

1. Business Development & Revenue Growth Strategies

  • Drive branch revenue through equity trading, third-party product sales, and new client acquisition.
  • Develop and implement business 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 and Management Best Practices

  • 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. Team Leadership & People Management Skills

  • 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 Techniques

  • 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 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.

6. Compliance and Risk Management

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

Required Skills and 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.

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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