Position Summary:
We are looking for an experienced and motivated Branch Manager to lead our branch operations in Ahmedabad. The ideal candidate will be responsible for managing all aspects of branch performance, including client relationship management, revenue generation, team leadership, regulatory compliance, and operational efficiency. The role demands strong leadership, a deep understanding of capital markets, and a passion for financial advisory services.
Key Responsibilities:
Branch Leadership & Performance Management:
- Lead and manage the day-to-day functioning of the branch.
- Drive revenue and profitability by promoting equity, commodity, currency, and mutual fund products.
- Monitor branch performance against defined KPIs and ensure business targets are achieved.
Team Management & Development:
- Supervise and mentor Assistant Managers, Relationship Managers, and Sales Executives.
- Conduct regular training sessions to improve team knowledge of markets and product offerings.
- Ensure team motivation, productivity, and effective manpower utilization.
Client Acquisition & Relationship Management:
- Actively participate in high-value client acquisition and retention efforts.
- Deliver exceptional service to clients by understanding their financial goals and providing tailored investment advice.
- Resolve client grievances promptly and professionally.
Compliance & Risk Management:
- Ensure adherence to all regulatory requirements, internal policies, and audit processes.
- Maintain documentation and reporting as per SEBI, NSE, BSE, and other regulatory norms.
- Supervise KYC, AML, and other compliance mandates for new and existing accounts.
Operational Oversight:
- Coordinate with back-office operations to ensure smooth trade execution, settlements, and client reporting.
- Ensure proper cash and risk management at the branch level.
Required Qualifications and Skills:
- NISM Series 8 certification is mandatory.
- Proven experience in branch-level management in the financial services or broking industry.
- Minimum 1 year of experience as a Branch Manager or 3+ years as Assistant Manager / Team Leader.
- Strong command over banking and capital/securities markets, including equity, derivatives, mutual funds, and insurance.
- Excellent knowledge of compliance, regulatory requirements, and industry best practices.
- Proficient in CRM tools, trading platforms, and MS Office.
- Strong leadership, interpersonal, and communication skills.
- Ability to work under pressure and meet revenue and operational targets
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