Branch Manager

Dear All, Please find the Job Description of Branch Manager 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 (Broking, Equity Broking, Trading, GST, Mutual Funds, Insurance, PMS, Forex, Financial Inclusion). 2. 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. • Branch administration, maintaining decorum. • Generate Revenue on various products by using the right skillsets of the team members. 3.

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. • Maintaining a healthy relationship with clients and investors. 4. Market Analysis & Advisory Support • Stay updated on equity market trends, and corporate developments. • Provide actionable market insights to clients and team members. • Support clients with portfolio diversification, asset allocation, and risk management strategies. 5. Compliance & Risk Management • Ensure compliance with company policies, regulatory standards, and risk guidelines • 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. • Manage day-to-day branch operations to ensure seamless service delivery.

Additional Desirable Skills • Excellent communication and presentation skills. • Networking ability with industry contacts and business partners. • Analytical mindset with strong financial and market acumen. • Entrepreneurial drive to scale branch business and profitability.