Branch Manager

AnandRathi; Lucknow; On-site; INR 800,000 - 1,200,000; Full time

Job summary

AnandRathi in Lucknow is seeking a dynamic individual to manage branch operations and drive revenue through equity trading and client acquisition. You will lead a team, cross-sell various financial products, and ensure compliance with regulations.

The ideal candidate should have a strong background in financial services and excellent interpersonal skills to build relationships with both HNI and retail clients. This role offers opportunities for growth and contribution to investment decision-making.

Responsibilities

• Drive branch revenue through equity trading, client acquisition, and third-party product sales.
• Achieve branch sales and profitability targets.
• Cross-sell financial products such as Mutual Funds, Insurance, PMS, Structured Products, and Fixed Income products.
• Manage daily branch operations and ensure smooth execution of services.
• Ensure compliance with company policies and regulatory guidelines.
• Lead, mentor, and manage branch staff, including Relationship Managers and Dealers.
• Set performance targets and conduct regular team reviews.
• Build and maintain relationships with HNI and retail clients.
• Provide personalized investment solutions and excellent client service.
• Stay updated on market trends and support investment decision-making.
• Guide clients on portfolio diversification and risk management.
• Monitor operational and trading risks and ensure audit readiness.

Job description

Key Responsibilities

1. Drive branch revenue through equity trading, client acquisition, and third-party product sales.
2. Achieve branch sales and profitability targets.
3. Cross-sell financial products such as Mutual Funds, Insurance, PMS, Structured Products, and Fixed Income products.
4. Manage daily branch operations and ensure smooth execution of services.
5. Ensure compliance with company policies and regulatory guidelines.
6. Lead, mentor, and manage branch staff, including Relationship Managers and Dealers.
7. Set performance targets and conduct regular team reviews.
8. Build and maintain relationships with HNI and retail clients.
9. Provide personalized investment solutions and excellent client service.
10. Stay updated on market trends and support investment decision‑making.
11. Guide clients on portfolio diversification and risk management.
12. Monitor operational and trading risks and ensure audit readiness.