Branch Head - Financial Services

Branch Head - Financial Services

Location: Malappuram ; Ponnani
Education: Bachelor's degree Mandatory
Salary: INR 6 LPA to INR 8 LPA + Attractive Incentives
Experience: Minimum 6-8 years of experience in selling financial services products and managing branch administration or managing staff.

Responsibilities :

Branch Operations:

• Monitor daily branch activities including pay-ins/payouts and customer grievances.
  
• Manage risk associated with trade errors and debtors.
  
• Provide regular reports on branch activities to the Regional Manager.
  
  

HR Activities for Branch:

• Manage branch staff including recruitment, training, and performance management.
  

Marketing & Business Development Activities:

• Lead customer acquisition and retention efforts.
  
• Target High Net Worth Individuals (HNIs) and corporate clients.
  
• Conduct competitor analysis to identify market trends and opportunities.
  
• Facilitate daily morning meetings and discussions with branch staff.
  
• Review branch performance metrics on a monthly and weekly basis.
  
• Organize weekly investor meets to expand the client base.
  

Requirements

• Proven leadership experience in managing a branch or team.
  
• 5+ years of experience in the stock market and selling financial products such as SIP, mutual funds, and PMS (Portfolio Management Services).
  
• Strong knowledge of financial markets and investment products.
  
• Excellent communication and interpersonal skills.
  
• Ability to motivate and lead a team to achieve business goals.
  
• Proficiency in MS Office and CRM software.