Branch Head / Branch Manager

We are hiring an experienced Branch Head / Branch Manager with 6–10 years of relevant experience in Equity Broking and Distribution Products, including Insurance, Mutual Funds, and Portfolio Management Services (PMS).

The Branch Head will be responsible for the overall business performance, team management, branch operations, client acquisition, revenue growth, risk management, and compliance of the branch. The role requires strong leadership skills and the ability to drive branch profitability while maintaining high standards of customer service and regulatory compliance.

The position will report directly to the Regional Manager.

Key Responsibilities

Marketing & Business Development

• Drive customer acquisition and retention.
• Develop business from HNI and Corporate clients.
• Promote Equity Broking and Distribution products, including Insurance, Mutual Funds, and PMS.
• Conduct competitor and market analysis.
• Lead daily branch meetings and motivate the team to achieve business targets.
• Review branch performance across revenue, profitability, volumes, brokerage, and client registrations.
• Organize investor meetings and client engagement activities to expand the customer base.
• Drive overall branch revenue and profitability.

Team Management

• Lead, motivate, and manage branch employees to achieve individual and branch targets.
• Conduct regular training on products, communication skills, operations, risk management, and compliance.
• Review employee performance and provide guidance for improvement.
• Communicate important company policies and business updates to branch employees.
• Maintain discipline and promote a positive and collaborative work environment.
• Address employee grievances and maintain team spirit.

Branch Operations & Risk Management

• Monitor daily branch operations, including pay-ins, payouts, and customer grievances.
• Ensure proper management of trade errors, debtors, and other operational risks.
• Ensure adherence to internal processes, risk-management guidelines, and regulatory requirements.
• Maintain high standards of operational efficiency and customer service.
• Report branch activities and performance to the Regional Manager.

Candidate Profile

• 6–10 years of relevant experience in Equity Broking, Wealth Management, or Financial Product Distribution.
• Strong experience in Equity Broking and Distribution Products, including Insurance, Mutual Funds, and PMS.
• Proven experience in branch management, business development, and team handling.
• Strong HNI and corporate client acquisition capabilities.
• Demonstrated ability to achieve revenue and profitability targets.
• Sound knowledge of branch operations, risk management, and compliance.
• Strong leadership, communication, relationship-management, and analytical skills.