Branch Manager

Roles and Responsibilities :

As a Branch Manager, you will be a pivotal leader, responsible for the overall performance and growth of your assigned branch. You will drive revenue generation, expand our client base, ensure compliance, and foster the development of your team.

Key Responsibilities :

• Responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisees for both wealth and broking businesses.
• Responsible for achieving Revenue, Incremental SIP, & Net Equalized Assets (LS) targets for the branch, with the support of your Relationship Manager teams (Wealth & Equity RMs).
• Meet all UHNI & Corporate Clients of the respective branch and franchisee.
• Responsible for achieving branch profitability .
• Responsible for achieving a surplus through New Business development by directing New Business development teams in Asset Gathering.
• Focus on all products, including equity, derivatives (F&O), Margin Trading Funding (MTF), currency, commodities, Mutual Funds (MF), Alternative Investment Funds (AIF), Advisory, PMS etc.
• Responsible for the expansion of the client base , including HNI, ground (direct), and web clients.
• Develop business through the appointment of new franchisees in the assigned territory.
• Responsible for achieving brokerage revenue as per defined targets for the branch through Equity Relationship Managers.
• Ensure adherence to all compliances as laid down by Risk and Compliance teams within the Organization.
• Ensure training of team members in building Asset gathering skills and take initiatives to build employee capability.

Preferred Candidate Profile :

Skills Required

generating revenue, Wealth Management, Communication Skills, Team Handling, Risk Management