Branch Manager

Geojit; Thanjavur, Sivagangai, Namakkal; On-site; INR 650,000 - 1,200,000; Full time

Job summary

Geojit in Thanjavur, Tamil Nadu, is seeking a Branch Manager to drive revenue, supervise operations, and lead a high-performing team. You will nurture relationships with HNI and retail clients, implement growth strategies, and ensure strong customer service.

The role requires compliance with SEBI regulations, certifications in mutual funds, and a focus on risk management and process improvements. You will conduct investor awareness programs and oversee daily branch activities with integrity.

Qualifications

• Graduation with financial services background.
• Certifications like NCFM/NISM/AMFI are preferred.
• Experience in branch banking or financial services is desirable.

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, information security, and statutory compliance.
• Certification Preferred: Graduate with NCFM, NISM, AMFI Mutual Fund Certification)

Skills

Relationship management

Team leadership

Investor awareness

CRM compliance

Business development

Risk management

Communication

Sales and revenue growth

Education

Graduate degree

NCFM Certification

NISM Certificate

AMFI Mutual Fund Certification

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)