Branch Manager

Key Responsibilities:

• Recruit, train, and mentor a team of wealth managers/relationship managers and other sales staff to achieve individual and branch goals.
• Develop new relationships and strengthen existing relationships with retail and HNI clients.
• Identify, cultivate, and manage client relationships to provide a comprehensive suite of services and products tailored to client needs.
• Cross-sell third-party investment products such as mutual funds, bonds, PMS, insurance, and advisory products.
• Conduct performance evaluations and provide ongoing training to enhance team capabilities.
• Implement operational policies and procedures in line with organizational objectives and regulatory requirements.
• Address client inquiries and resolve issues to ensure high levels of satisfaction.
• Develop and execute sales strategies to achieve branch revenue goals.
• Monitor market trends and competitor activity to identify business opportunities and stay competitive.
• Ensure all branch activities comply with regulatory guidelines and company policies.
• Conduct regular audits and assessments to mitigate risk and maintain compliance.
• Analyze branch financial reports to assess performance and identify areas for improvement.
• Stay informed about market developments, emerging trends, and investment products.
• Collaborate with the marketing team to design and implement promotional campaigns that attract new clients.
• Organize workshops, seminars, and networking events to enhance client engagement and market presence.

Required Qualifications:

• Education: Bachelor’s degree in finance, business administration, or a related field; MBA or other relevant advanced degrees are preferred.
• Experience: 5-7 years of experience in the brokerage or capital markets, with a minimum of 2-4 years in a leadership role.
• Licensing: Relevant licenses and certifications (e.g., NISM) are required.

CTC: 9 LPA (Negotiable)

Skills and Competencies:

1. Strong leadership and team management skills.
2. Excellent interpersonal and communication abilities.
3. Robust analytical and problem-solving skills.
4. Knowledge of investment products, financial markets, and regulatory requirements.
5. Proficiency in relevant financial software and trading platforms.