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.