Branch Manager

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

Job summary

AnandRathi in Surat is seeking a Branch Business Development and Revenue Growth lead to drive equity trading revenue, cross-sell financial products, and build a high-performing team.

You will oversee branch operations, ensure compliance, mentor equity dealers and relationship managers, and manage client relationships including high-net-worth individuals and retail clients, delivering personalized investment solutions.

Responsibilities

• Drive branch revenue through equity trading, third- party product selling and regular new client acquisition.
• Develop and implement strategies to achieve branch sales targets and profitability goals.
• Identify cross-selling and up-selling opportunities for financial products such as mutual funds, insurance, PMS, Structured products and fixed income instruments.
• Oversee day-to-day branch operations, ensuring seamless execution of equity trading and other financial services.
• Ensure adherence to company policies, compliance standards, and regulatory requirements.
• Monitor operational efficiency and address any issues promptly to maintain smooth workflows.
• Lead and mentor the branch team, including equity dealers, relationship managers, and other staff.
• Set performance targets, conduct regular reviews, and provide training to enhance team skills and productivity.
• Foster a collaborative and result-driven work culture.
• Build and maintain strong relationships with high-net-worth individuals (HNIs) and retail clients.
• Ensure clients receive timely advice, personalized investment solutions, and exceptional service.
• Address client queries, concerns, and feedback to ensure high levels of satisfaction.
• Cross sales of broking products, TPP products
• Stay updated on equity market trends, macroeconomic developments, and corporate actions.
• Provide insights and guidance to the team and clients for informed investment decisions.
• Assist clients with portfolio diversification and risk management strategies.
• Ensure all branch operations comply with regulatory standards (SEBI, NSE/BSE, etc.).
• Monitor trading activities to mitigate operational and investment risks.

Job description

Key Responsibilities

• Business Development and Revenue Growth:
  • Drive branch revenue through equity trading, third- party product selling and regular new client acquisition.
  • Develop and implement strategies to achieve branch sales targets and profitability goals.
  • Identify cross-selling and up-selling opportunities for financial products such as mutual funds, insurance, PMS, Structured products and fixed income instruments.
• Branch Operations Management:
  • Oversee day-to-day branch operations, ensuring seamless execution of equity trading and other financial services.
  • Ensure adherence to company policies, compliance standards, and regulatory requirements.
  • Monitor operational efficiency and address any issues promptly to maintain smooth workflows.
• Team Leadership and Management:
  • Lead and mentor the branch team, including equity dealers, relationship managers, and other staff.
  • Set performance targets, conduct regular reviews, and provide training to enhance team skills and productivity.
  • Foster a collaborative and result-driven work culture.
• Client Relationship Management:
  • Build and maintain strong relationships with high-net-worth individuals (HNIs) and retail clients.
  • Ensure clients receive timely advice, personalized investment solutions, and exceptional service.
  • Address client queries, concerns, and feedback to ensure high levels of satisfaction.
  • Cross sales of broking products, TPP products
• Market Analysis and Advisory Support:
  • Stay updated on equity market trends, macroeconomic developments, and corporate actions.
  • Provide insights and guidance to the team and clients for informed investment decisions.
  • Assist clients with portfolio diversification and risk management strategies.
• Compliance and Risk Management:
  • Ensure all branch operations comply with regulatory standards (SEBI, NSE/BSE, etc.).
  • Monitor trading activities to mitigate operational and investment risks.