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Branch Manager

Branch Manager

Anand Rathi Share and Stock Brokers LtdIndore, Madhya Pradesh, India
30+ days ago
Job description

Job Title : Branch Manager

Department : Sales, Business Development & Team Management

Industry : Financial Services / Broking

Reporting to : Cluster Head / Regional Head

Academic Background

  • Bachelor’s degree in Finance, Commerce, Economics, or a related field (MBA preferred).

Work Experience

  • Minimum 5+ years of experience in the equity market.
  • At least 2 years in a leadership or managerial role.

    • Team Management

  • Lead a team of minimum 10+ members .

    • 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 (Mutual Funds, Insurance, PMS, Structured Products, Fixed Income instruments).

    • 2. Branch Operations Management

  • Manage day-to-day branch operations to ensure seamless service delivery.
  • Ensure compliance with company policies, regulatory standards, and risk guidelines.
  • Monitor operational efficiency and address process gaps proactively.

    • 3. 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.

    • 4. 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.

    • 5. Market Analysis & Advisory Support

  • Stay updated on equity market trends, macroeconomic outlook, and corporate developments.
  • Provide actionable market insights to clients and team members.
  • Support clients with portfolio diversification, asset allocation, and risk management strategies.

    • 6. Compliance & Risk Management

  • 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.

    • Key Competencies

  • Strong strategic thinking and decision-making abilities.
  • Client-focused approach with a commitment to value delivery.
  • Ability to perform under pressure and meet strict deadlines.
  • Effective problem-solving and conflict resolution skills.
  • Leadership qualities with strong team-building capabilities.

    • Additional Desirable Skills

  • Excellent communication and presentation skills.
  • Networking ability with industry contacts and business partners.
  • Digital proficiency with trading platforms and CRM tools.
  • Analytical mindset with strong financial and market acumen.
  • Entrepreneurial drive to scale branch business and profitability.
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    Branch Manager • Indore, Madhya Pradesh, India