Branch Manager

Alankit; Kolkata District; On-site; INR 1,800,000 - 3,800,000; Full time

Job summary

Alankit is seeking a Branch Manager in Kolkata to drive profitability, manage daily operations, and lead a branch team. The role emphasizes business development across Alankit's financial service portfolio while ensuring strong customer service.

Candidates should have 8-14 years in branch management or financial services, with a track record in sales, cross-selling, and regulatory compliance. MBA and relevant certifications are preferred.

Qualifications

• Bachelor's degree in Business, Commerce, Finance or related field.
• MBA or equivalent qualification preferred.
• Certifications such as NISM/AMFI/IRDA are an advantage.

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 across the portfolio.
• Lead, mentor, and monitor branch staff performance.
• Ensure compliance with regulations (SEBI/NSE/BSE/RBI) and company policies.
• Handle customer escalations and resolve complaints.
• Monitor branch MIS, sales reports, and productivity.
• Coordinate with regional and corporate teams to achieve objectives.
• Maintain branch administration, documentation, and audit readiness.
• Develop local marketing initiatives and business development activities.

Skills

Leadership

Business development

Customer relationship management

Financial products knowledge

Regulatory compliance

Problem-solving

Communication

Negotiation skills

MIS reporting

Analytical skills

Education

Bachelor's degree in Business/Commerce/Finance

MBA or equivalent qualification

Certifications (NISM/AMFI/IRDA)

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