Branch Manager

Trinity SkillWorks Private Limited; Tumakuru; On-site; INR 600,000 - 1,000,000; Full time

Benefits offered by this job

Performance incentives

Job summary

Trinity SkillWorks Private Limited in Karnataka is seeking a Branch Manager / Branch Head to oversee branch operations, drive growth, and lead a high-performing team in financial services.

The role requires 4–6 years in BFSI sales or branch operations, with excellent communication, client handling, and leadership to grow relationships with HNI, corporate, and retail clients while ensuring compliance. It is a full-time on-site position offering incentives.

Qualifications

• 4–6 years of experience in Financial Services, BFSI Sales, Branch Operations, Wealth Management, or related fields.
• Proven experience in business development and team management.
• Strong understanding of financial products and investment services.
• Excellent communication, negotiation, and client-handling skills.
• Strong leadership, analytical, and decision-making abilities.

Responsibilities

• Drive customer acquisition, retention, and revenue growth.
• Develop and maintain relationships with HNI, corporate, and retail clients.
• Identify new business opportunities through market and competitor analysis.
• Monitor daily and weekly team performance and achieve business targets.
• Organize investor meets, promotional activities, and cross-selling initiatives.
• Oversee day-to-day branch operations across equity, commodity, and investment products.
• Ensure smooth handling of pay-in/pay-out, documentation, and client grievances.
• Ensure adherence to regulatory requirements and company policies.
• Monitor risk management and operational processes.
• Prepare and submit branch performance reports to the Regional Manager.
• Lead, motivate, mentor, and monitor team performance.
• Conduct regular training on products, communication, sales, and compliance.
• Build a positive and performance-driven work culture.
• Address team concerns and maintain discipline within the branch.

Skills

Communication skills

Leadership

Negotiation

Client handling

Team management

Education

Any Graduate

Job description

Hiring: Branch Manager / Branch Head - Financial Services

Employment Type: Full-Time

Experience: 4–6 Years

Education: Any Graduate

Salary: ₹6–10 LPA + Performance Incentives

About the Company

A leading financial services organization with a strong market presence, customer-centric approach, and focus on innovation and sustainable growth.

Job Description

We are looking for an ambitious and performance-driven Branch Manager / Branch Head to oversee branch operations, drive business growth, manage client relationships, and lead a high-performing team.

Key Responsibilities

Business Development & Growth

• Drive customer acquisition, retention, and revenue growth.
• Develop and maintain relationships with HNI, corporate, and retail clients.
• Identify new business opportunities through market and competitor analysis.
• Monitor daily and weekly team performance and achieve business targets.
• Organize investor meets, promotional activities, and cross-selling initiatives.

Branch Operations & Compliance

• Oversee day-to-day branch operations across equity, commodity, and investment products.
• Ensure smooth handling of pay-in/pay-out, documentation, and client grievances.
• Ensure adherence to regulatory requirements and company policies.
• Monitor risk management and operational processes.
• Prepare and submit branch performance reports to the Regional Manager.
• Lead, motivate, mentor, and monitor team performance.
• Conduct regular training on products, communication, sales, and compliance.
• Build a positive and performance-driven work culture.
• Address team concerns and maintain discipline within the branch.

Ideal Candidate Profile

• 4–6 years of experience in Financial Services, BFSI Sales, Branch Operations, Wealth Management, or related fields.
• Proven experience in business development and team management.
• Strong understanding of financial products and investment services.
• Excellent communication, negotiation, and client-handling skills.
• Strong leadership, analytical, and decision-making abilities.
• Any Graduate.

What We Offer

• Career growth and advancement opportunities.
• Professional training and learning opportunities.
• Dynamic and growth-oriented work environment.