Leading and Managing Staff : Hire, train, mentor, and evaluate team members to ensure high performance and excellent customer service.
Achieving Financial Goals : Drive the branchs financial success by meeting revenue and sales targets, managing budgets, and identifying growth opportunities.
Ensuring Compliance : Maintain adherence to all legal, regulatory, and internal compliance requirements, including anti-money laundering, data security, and customer privacy policies.
Building Customer Relationships : Strengthen client relationships through proactive engagement, addressing concerns, and enhancing overall customer experience.
Promoting the Brand : Represent and promote the organizations products and services within the community, enhancing visibility and reputation.
Branch Operations : Oversee day-to-day branch operations, ensuring efficiency, accuracy, and smooth execution of services.
Required Skills :
Strong knowledge of stock market operations, equities, derivatives, and financial products.
Excellent leadership, team management, and motivational skills.
Proven ability to drive sales performance and achieve business targets.
Strong client servicing and relationship-building abilities.
Excellent communication, negotiation, and interpersonal skills.
Ability to ensure compliance with regulations and internal policies.
Strategic thinking with strong analytical and problem-solving abilities.
Education & Qualifications :
Bachelors degree in Finance, Economics, Business Administration, or a related field.
MBA or equivalent postgraduate qualification preferred.
Professional certifications (e.g., NISM, CFA, CFP) will be an added 7 to 10 years of experience in financial services, broking, banking, or wealth management.
Proven track record in managing branch operations, delivering sales growth, and leading teams.
Prior experience in regulatory compliance and customer relationship management