Branch Head - Financial Services

Advenxa Recruitment; Palakkad; Vor Ort; INR 450.000 - 600.000; Vollzeit

Zusammenfassung

Advenxa Recruitment is seeking a Branch Head - Financial Services in Malappuram; lead branch operations, drive revenue through SIP, mutual funds, and PMS, and manage staff with a focus on customer satisfaction.

The role requires 6–8 years of experience in financial services sales, strong market knowledge, and excellent communication to coordinate with the Regional Manager and clients.

Qualifikationen

• Leadership experience in managing a branch or team.
• 5+ years of experience in stock market and selling financial products (SIP, mutual funds, PMS).
• Strong knowledge of financial markets and investment products.
• Excellent communication and interpersonal skills.

Aufgaben

• Monitor daily branch activities including pay-ins/payouts and customer grievances.
• Manage risk associated with trade errors and debtors.
• Provide regular reports on branch activities to the Regional Manager.
• Manage branch staff including recruitment, training, and performance management.

Kenntnisse

Leadership

SIP & MF sales

Communication

Team motivation

Ausbildung

Bachelor's degree

Tools

MS Office

CRM software

Jobbeschreibung

Job Description:

Branch Head - Financial Services

Location: Malappuram ; Ponnani

Education: Bachelors degree Mandatory

Salary: INR 4.5 LPA to INR 6 LPA + Attractive Incentives

Experience: Minimum 6-8 years of experience in selling financial services products and managing branch administration or managing staff.

Responsibilities :

• Monitor daily branch activities including pay-ins/payouts and customer grievances.
• Manage risk associated with trade errors and debtors.
• Provide regular reports on branch activities to the Regional Manager.

HR Activities for Branch:

• Manage branch staff including recruitment, training, and performance management.

Marketing & Business Development Activities:

• Lead customer acquisition and retention efforts.
• Target High Net Worth Individuals (HNIs) and corporate clients.
• Conduct competitor analysis to identify market trends and opportunities.
• Facilitate daily morning meetings and discussions with branch staff.
• Review branch performance metrics on a monthly and weekly basis.
• Organize weekly investor meets to expand the client base.

Requirements

• Proven leadership experience in managing a branch or team.
• 5+ years of experience in the stock market and selling financial products such as SIP, mutual funds, and PMS (Portfolio Management Services).
• Strong knowledge of financial markets and investment products.
• Excellent communication and interpersonal skills.
• Ability to motivate and lead a team to achieve business goals.
• Proficiency in MS Office and CRM software.