Branch Executive

5 days ago


Tiruchi, Tamil Nadu, India beBeeBusiness Full time ₹ 15,00,000 - ₹ 26,00,000
Executive Leader Job Description

 

Key Responsibilities:
  • Strategic Growth & Revenue Enhancement:
    • Drive branch revenue through equity trading, third-party product selling, and new client acquisition by leveraging strategic partnerships and innovative sales approaches.
    • Develop and implement effective strategies to achieve sales targets and branch profitability, ensuring alignment with company objectives.
    • Identify opportunities for cross-selling and up-selling across financial products (Mutual Funds, Insurance, PMS, Structured Products, Fixed Income instruments) to increase revenue streams.
  • Operational Excellence Management:
    • Manage day-to-day branch operations to ensure seamless service delivery, prioritizing exceptional customer experiences.
    • Ensure compliance with regulatory standards and risk guidelines, maintaining a strong control environment.
    • Monitor operational efficiency, address process gaps proactively, and implement improvements to enhance overall performance.
  • Team Leadership & Talent Development:
    • Lead, mentor, and motivate equity dealers, relationship managers, and branch staff, fostering a collaborative and performance-driven culture.
    • Set performance goals, conduct regular reviews, and ensure continuous learning through training programs, promoting career growth and development.
    • Build a high-performing team focused on delivering outstanding results, exceeding customer expectations, and driving business success.
  • Client Relationships & Advocacy:
    • Establish and maintain strong relationships with high net worth individuals, ultra-high net worth individuals, and retail clients, providing personalized investment solutions and timely advice.
    • Deliver exceptional client service, addressing concerns and feedback to enhance satisfaction and retention, positioning the firm as a trusted advisor.
    • Stay updated on market trends, economic outlooks, and corporate developments, providing actionable insights to clients and team members to inform investment decisions.
  • Market Insights & Advisory Support:
    • Provide actionable market insights, supporting clients with portfolio diversification, asset allocation, and risk management strategies to optimize investment returns.
    • Support team members in staying updated on market trends, facilitating informed decision-making and driving business growth.
    • Conduct research and analysis to identify emerging trends and opportunities, informing strategic recommendations to clients and stakeholders.
  • Compliance & Risk Governance:
    • Ensure strict adherence to regulatory requirements and risk guidelines, maintaining a strong control environment that mitigates potential risks.
    • Monitor trading activities, identifying areas for improvement and implementing controls to minimize risk exposure.
    • Conduct regular audits and assessments to ensure operational transparency and compliance, maintaining a culture of integrity and accountability.
  • Leadership Competencies:
    • Strong leadership skills, with the ability to inspire and motivate teams to deliver exceptional results.
    • Effective communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.
    • Ability to perform under pressure, meeting tight deadlines and delivering high-quality results in fast-paced environments.
    • Strong analytical and problem-solving skills, with the ability to identify and address complex challenges and opportunities.
    • Results-driven approach, with a focus on achieving business objectives and driving growth.


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