About this role
Position- Branch Manager(Stock Broking / Financial Services)
Exp- 6–10 Years
Location- Bharuch,Gujarat
Notice Period- Immediate joiner- 60 days
Working days/ Timing- 5.5 days (9am-6pm)
Skills-Business Development & Revenue Generation, Promote broking and investment products such as equities, derivatives, mutual funds, IPOs, bonds, increase branch profitability, client retention and cross-selling
Exp- 6–10 Years
Location- Bharuch,Gujarat
Notice Period- Immediate joiner- 60 days
Working days/ Timing- 5.5 days (9am-6pm)
Skills-Business Development & Revenue Generation, Promote broking and investment products such as equities, derivatives, mutual funds, IPOs, bonds, increase branch profitability, client retention and cross-selling
About the Role:
We're looking for a results-driven Branch Manager to lead branch operations, drive revenue growth, and manage a team in the broking and investment services space — overseeing everything from client acquisition to regulatory compliance.
Key Responsibilities:
- Drive new client acquisition and trading account activation; promote equities, derivatives, mutual funds, IPOs, and bonds
- Develop local market strategies to grow branch revenue and profitability; own monthly/annual targets
- Lead, mentor, and set performance targets for branch staff; conduct reviews and training
- Build and manage relationships with retail and HNI clients; handle escalations and drive cross-selling
- Ensure smooth branch operations and compliance with SEBI, NSE, BSE regulations, including KYC/AML and audit readiness
- Monitor trading activity, client exposure, and margin adherence to prevent unauthorized trading.
- Prepare MIS reports and coordinate with HO compliance, risk, and operations teams
Key Skills:
- Strong grasp of capital markets and broking products
- Proven leadership and team management ability
- Strong client handling and negotiation skills
- Result-oriented, target-driven approach
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