Branch Manager

2 weeks ago


Ankleshwar Navsari Surat, India Sharekhan Full time ₹ 6,00,000 - ₹ 18,00,000 per year

Role & responsibilities

  • Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee for wealth business and broking business.

  • Would be responsible for achieving Revenue, Incremental SIP & Net Equalized Assets (LS) targets for the branch with help of respective Relationship Manager (Wealth & Equity Rms).

  • Should meet all UHNI & Corporate Clients of respective branch and franchisee.

  • Will be responsible for achieving branch profitability.

  • Will be responsible for achieving a surplus through New Business development by directing New Business development teams in Asset Gathering.

  • Should focus on all the products including equity, derivatives (F&O), Margin Trading Funding (MTF), currency, commodities, MF, AIF, Advisory, PMS etc.

  • Should be responsible for expansion of client base including (HNI, Ground, and Web).

  • Develop business through appointment of new franchisees in the territory.

  • Will be responsible for achieving brokerage revenue as per defined targets for branch through Equity Relationship Managers.

  • Should ensure adherence to all compliances as laid down by Risk and Compliance teams in the Organisation.

  • Should ensure training of team members in building Asset gathering skills, and take initiatives to build employees capability.

Preferred candidate profile

  • Graduate or above with 10 years or more relevant experience. Must be from Wealth Management sector. Excellent communication and capability of team handling


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