Branch Manager

Alankit; Dehradun; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

Alankit is seeking a Branch Manager in Dehradun to drive profitability and manage daily operations. You will lead a branch team, develop business across the financial services portfolio, ensure regulatory compliance, and deliver excellent customer service.

The role focuses on acquiring new customers, promoting a wide range of financial products, and maintaining strong MIS and performance metrics.MBA or equivalent qualifications are preferred, with NISM/AMFI/IRDA certifications advantageous.

Qualifications

• Bachelor's degree in Business, Commerce, Finance, or related field.
• MBA or equivalent qualification preferred.
• Certifications (NISM/AMFI/IRDA) advantageous where applicable.

Responsibilities

• Manage branch operations and ensure smooth daily functioning.
• Achieve revenue, profitability, and business growth targets.
• Acquire new customers and strengthen existing relationships.
• Promote and cross-sell financial products including broking, mutual funds, insurance, PMS, forex, GST & tax services, and financial inclusion.
• Lead, mentor, and monitor branch staff performance.
• Ensure compliance with policies and regulatory requirements (SEBI, NSE/BSE, RBI).
• Handle customer escalations and resolve complaints timely.
• Monitor MIS, sales reports, productivity, and business performance.
• Coordinate with regional and corporate teams to meet objectives.
• Maintain branch administration, documentation, audits, and controls.
• Develop local marketing initiatives to increase market penetration.

Skills

Leadership & People Mgmt

Business Development

Customer Relationship Mgmt

Financial Products Knowledge

Regulatory Compliance

Problem Solving

Communication & Negotiation

MIS & Ops Management

Target Orientation & Analytics

Education

Bachelor's degree in Business/Commerce/Finance

MBA or equivalent qualification

Certifications (NISM/AMFI/IRDA) beneficial

Job description

Job Summary

The Branch Manager is responsible for driving branch profitability, managing day-to-day operations, leading the branch team, ensuring regulatory compliance, and delivering excellent customer service. The role focuses on business development across Alankit's financial service portfolio while maintaining operational excellence and customer satisfaction.

Key Responsibilities

• Manage overall branch operations and ensure smooth daily functioning.
• Achieve branch revenue, profitability, and business growth targets.
• Acquire new customers and strengthen relationships with existing clients.
• Promote and cross-sell financial products, including:
  • Equity & Commodity Broking
  • Mutual Funds
  • Insurance
  • PMS
  • Forex Services
  • GST & Tax Services
  • Financial Inclusion Services
• Lead, mentor, and monitor the performance of branch staff.
• Ensure compliance with company policies, SEBI, NSE/BSE, RBI, and other applicable regulations.
• Handle customer escalations and ensure timely resolution of complaints.
• Monitor branch MIS, sales reports, productivity, and business performance.
• Coordinate with regional and corporate teams to achieve organizational objectives.
• Maintain branch administration, documentation, audit readiness, and operational controls.
• Develop local marketing initiatives and business development activities to increase market penetration.

Required Qualifications

• Bachelor's degree in Business, Commerce, Finance, or a related field.
• MBA or equivalent qualification is preferred.
• Relevant certifications (NISM/AMFI/IRDA, where applicable) are an advantage.

Experience

• 8-14 years of experience in branch management, financial services, broking, banking, or wealth management.
• Proven track record in sales, business development, and team management.

Key Skills

• Leadership and people management
• Business development and sales
• Customer relationship management
• Financial products knowledge
• Regulatory compliance
• Problem-solving and decision-making
• Strong communication and negotiation skills
• MIS reporting and operational management
• Target orientation and analytical skills

Key Performance Indicators (KPIs)

• Branch revenue and profitability
• New customer acquisition
• Cross-selling and product penetration
• Customer satisfaction and retention
• Team productivity
• Compliance and audit performance
• Achievement of monthly and annual business targets