Branch Manager

Job Title:

Academic Background

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

Work Experience

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

Team Management

• Lead a team of

  minimum 10+ members

  .

Key Responsibilities

1. Business Development & Revenue Growth

• 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).
  

2. Branch Operations Management

• 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

• 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

• 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 & 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 & Risk Management

• Ensure strict adherence to SEBI, NSE/BSE, and other regulatory standards.
  
• Monitor trading activities and mitigate risks.
  
• Conduct regular audits for operational transparency and compliance.
  

Key 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.
  

Additional Desirable 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.