Branch Manager

Job Description:-

Designation:- Branch Manager/ CDD Head

Role :- Sales, Business Development & Team Management.

Academic background:- Bachelors degree in finance, Commerce, Economics, or a related field (MBA preferred).

Reporting to:- Cluster Head/Regional Head

Team Management :- 1+ Minimum 10 Team Member

Work experience :- 5+ years of experience in the equity market, with at least 2 years in a leadership or managerial role.

Key Responsibilities

1. Business Development and Revenue Growth:
• Drive branch revenue through equity trading, third- party product selling and regular new client acquisition.
• Develop and implement strategies to achieve branch sales targets and profitability goals.
• Identify cross-selling and up-selling opportunities for financial products such as mutual funds, insurance, PMS, Structured products and fixed income instruments.

1. Branch Operations Management:
• Oversee day-to-day branch operations, ensuring seamless execution of equity trading and other financial services.
• Ensure adherence to company policies, compliance standards, and regulatory requirements.
• Monitor operational efficiency and address any issues promptly to maintain smooth workflows.
2. Team Leadership and Management:
• Lead and mentor the branch team, including equity dealers, relationship managers, and other staff.
• Set performance targets, conduct regular reviews, and provide training to enhance team skills and productivity.
• Foster a collaborative and result-driven work culture.
3. Client Relationship Management:
• Build and maintain strong relationships with high-net-worth individuals (HNIs) and retail clients.
• Ensure clients receive timely advice, personalized investment solutions, and exceptional service.
• Address client queries, concerns, and feedback to ensure high levels of satisfaction.
4. Market Analysis and Advisory Support:
• Stay updated on equity market trends, macroeconomic developments, and corporate actions.
• Provide insights and guidance to the team and clients for informed investment decisions.
• Assist clients with portfolio diversification and risk management strategies.
5. Compliance and Risk Management:
• Ensure all branch operations comply with regulatory standards (SEBI, NSE/BSE, etc.).
• Monitor trading activities to mitigate operational and investment risks.
• Conduct regular audits to maintain transparency and compliance.

Key Competence

• Strategic thinking and decision-making capabilities.
• Client-centric approach with a focus on delivering value.
• Ability to handle pressure and meet deadlines.
• Strong problem-solving and conflict-resolution skills.