Branch Manager | Business Development & Wealth Management

About Enrich Money

Enrich Money is a forward-thinking Wealth-Tech firm powering smart investments through its proprietary ORCA platform, available on web and mobile. As a trusted member of MCX, NSE, BSE, and CDSL, we empower investors with seamless access to multi-asset investment opportunities while delivering innovative solutions that bridge financial gaps.

Position Overview

1. Designation: Branch Manager - Business Development & Wealth Management

2. Department: Sales & Marketing

3. Experience: 7-10 Years

4. Location: Chennai, Mumbai and Cochin

5. Interview Mode: L1 - Virtual and L2 - Face-to-Face

6. Work Model: Work from Office

7. Work Schedule: Monday to Saturday (1st Saturday off)

8. Joining: Immediate to 15 days preferred

Important Note: This is a domain-specific role. Applicants without relevant experience in Stock Market/Share Market/Mutual Fund will not be considered. Candidates without experience in this domain are strictly requested not to apply.

Role Summary

We are looking for a dynamic Branch Manager who can drive branch-level business growth while managing and developing high-value client relationships. The role involves strong team leadership, client management, and consistent achievement of branch revenue targets while driving overall business growth.

The role combines Branch Leadership, Business Development and Wealth Management, with responsibility for team performance, client acquisition, portfolio growth, revenue generation and overall branch profitability.

Key Responsibilities

Branch & Business Development

• Lead and drive the branch towards revenue, client acquisition and business targets.
• Develop new business through HNI/UHNI, retail and corporate client segments.
• Drive AUM, brokerage, revenue and client portfolio growth.
• Identify new business opportunities and strengthen the branch's market presence.

Wealth Management & Client Relationship

• Build and maintain strong relationships with HNI and key clients.
• Understand client objectives and provide market-driven investment insights and wealth solutions.
• Monitor client portfolios and identify opportunities for portfolio growth, retention and cross-selling.
• Handle key client meetings and escalations.

Team Leadership

• Lead, mentor and monitor the performance of Business Development Executives, Relationship Managers and Wealth Advisors.
• Set clear targets and drive the team towards KYC, acquisition, revenue and portfolio goals.
• Conduct regular performance reviews and develop strategies to improve team productivity.

Market & Compliance

• Maintain strong knowledge of Equity, Derivatives, Mutual Funds and other investment products.
• Stay updated with market trends and regulatory developments.
• Ensure adherence to KYC, compliance and internal processes.

What We're Looking For

• 7 to 10 years of experience in Stock Market / Broking / Wealth Management / Mutual Funds / Financial Services.
• Proven experience in team handling and business development.
• Strong HNI/client relationship management skills.
• Track record of achieving revenue, AUM and client acquisition targets.
• Strong understanding of financial markets and investment products.
• Excellent leadership, negotiation, communication and presentation skills.
• NISM certifications relevant to the role will be an advantage.

Why Join Enrich Money?

• Build your career at a growing Wealth-Tech company
• Work across Equity Research, Investment Ideas & Wealth Management
• Gain direct exposure to financial markets and sophisticated investors
• Turn your market knowledge into real investment and business impact

The Role in One Line

Lead the branch. Grow the business. Manage key clients. Build wealth.