Branch Manager

Mentra Hr Services; Ahmedabad District; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Mentra Hr Services in Ahmedabad is seeking a senior brokerage/branch leader to establish and scale the business, drive client acquisition, and build a high-performing team.

You will recruit, train and mentor relationship managers, develop client relationships with retail and HNI clients, and ensure compliance with regulatory guidelines and internal policies. Strong leadership and knowledge of investment products are essential, with NISM licenses required.

Qualifications

• Bachelor's degree in finance, business, or related field; MBA preferred.
• 5–7 years in brokerage or capital markets with 2–4 years in leadership.
• Licensing such as NISM required.

Responsibilities

• Lead the establishment, development, and scaling of Business in Ahmedabad by driving market expansion, acquiring new clients, and building a sustainable business.
• Identify, connect with, and onboard new HNI & UHNI clients through personal networks, referrals, and market outreach.
• Recruit, train and mentor a team of relationship managers and other sales staff to achieve branch goals.
• Develop new relationships and enhance the depth of existing relationships with retail and HNI clients.
• Identify, cultivate and manage client relationships to provide a comprehensive suite of services and products.
• Conduct performance evaluations and provide ongoing training to enhance team capabilities.
• Implement operational policies and procedures in line with company objectives and regulatory requirements.
• Address client inquiries and resolve issues to ensure high levels of satisfaction.
• Develop and execute sales strategies to achieve branch revenue goals.
• Monitor market trends and competitor activity to identify business opportunities.
• Ensure all branch activities comply with regulatory guidelines and company policies.
• Conduct regular audits and assessments to mitigate risk and maintain compliance.
• Analyze branch financial reports to assess performance and identify areas for improvement.
• Stay informed about market developments and investment products.
• Collaborate with marketing to design and implement campaigns that attract new clients.
• Organize workshops, seminars, and networking events to enhance client engagement.

Skills

Leadership

Team management

Interpersonal communication

Analytical thinking

Investment products knowledge

Regulatory knowledge

Trading platforms

Education

Bachelor's degree in finance/business

MBA or advanced degree preferred

Tools

Trading platforms

Financial software

Job description

Role & responsibilities

• Lead the establishment, development, and scaling of Business in Ahmedabad by driving market expansion, acquiring new clients, and building a sustainable business
• Identify, connect with, and onboard new HNI & UHNI clients through personal networks, referrals, and market outreach
• Recruit, train and mentor a team of relationship managers and other sales staff to achieve individual and branch goals.
• Develop new relationships and enhance the depth of existing relationships with retail and HNI clients.
• Identify, cultivate and manage client relationships to provide a comprehensive suite of services and products tailored to clients needs.
• Conduct performance evaluations and provide ongoing training to enhance team capabilities.
• Implement operational policies and procedures in line with company objectives and regulatory requirements.
• Address client inquiries and resolve issues to ensure high levels of satisfaction.
• Develop and execute sales strategies to achieve branch revenue goals.
• Monitor market trends and competitor activity to identify business opportunities and stay competitive.
• Ensure all branch activities comply with regulatory guidelines and company policies.
• Conduct regular audits and assessments to mitigate risk and maintain compliance.
• Analyze branch financial reports to assess performance and identify areas for improvement.
• Stay informed about market developments, emerging trends, and investment products.
• Collaborate with the marketing team to design and implement promotional campaigns that attract new clients.
• Organize workshops, seminars, and networking events to enhance client engagement and market presence.

Preferred candidate profile

• Education: Bachelors degree in finance, business administration, or a related field; MBA or other relevant advanced degree is preferred.
• Experience: 5-7 years of experience in the brokerage or capital market, with a minimum of 2-4 years in a leadership role.
• Licensing: Relevant licenses and certifications (e.g. NISM) are required.

Skills and Competencies:

1. Strong leadership and team management skills.

2. Excellent interpersonal and communication abilities.

3. Robust analytical and problem-solving skills.

4. Knowledge of investment products, financial markets, and regulatory requirements.

5. Proficiency in relevant financial software and trading platforms.