Branch Manager

Geojit; Kolhapur District, Mumbai; Hybrid; INR 300,000 - 420,000; Full time

Job summary

Geojit in Kolhapur, Maharashtra, seeks a Branch Leader to drive revenue growth and build strong client relationships. You will mentor the branch team, supervise operations, and ensure CRM compliance while delivering excellent customer service.

The role includes investor awareness programs, lead generation, risk management, and adherence to SEBI regulations. Certification in NCFM, NISM, and AMFI Mutual Fund is preferred to strengthen mutual fund offerings.

Qualifications

• Graduate with NCFM Certification, NISM certificate and AMFI Mutual Fund Certification preferred.

Responsibilities

• Drive branch revenue, profitability, and business growth.
• Build and maintain relationships with HNI and retail clients.
• Lead, mentor, and retain branch team members.
• Conduct investor awareness programs and lead generation activities.
• Monitor branch performance and implement business development strategies.
• Ensure smooth branch administration, asset management, and CRM compliance.
• Oversee daily branch operations, customer service, and grievance resolution.
• Manage operational risks and ensure business continuity.
• Ensure compliance with SEBI regulations and company policies.
• Maintain audit standards and information security.

Education

Graduate

Job description

Prime Responsibility

• Drive branch revenue, profitability, and business growth.
• Build and maintain relationships with HNI and retail clients.
• Lead, mentor, and retain branch team members.
• Conduct investor awareness programs and lead generation activities.
• Monitor branch performance and implement business development strategies.
• Ensure smooth branch administration, asset management, and CRM compliance.
• Oversee daily branch operations, customer service, and grievance resolution.
• Manage operational risks and ensure business continuity.
• Ensure compliance with SEBI regulations and company policies.
• Maintain audit standards, information security, and statutory compliance.
• Certification Preferred: Graduate with NCFM Certification, NISM certificate, AMFI Mutual Fund Certification)