Branch Manager

About the Company

AnandRathi, established in 1994, is a prominent financial services firm in India providing Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution. Their services cover equities, commodities, mutual funds, structured products, insurance, corporate deposits, bonds, and loans catering to institutions, corporations, high net worth individuals, and families.

Job Overview

This role is designated as Branch Manager/CDD Head, primarily focusing on sales, business development, and managing a team. The position reports to the Cluster Head or Regional Head and requires overseeing branch operations and driving revenue growth.

Key Responsibilities

• Lead business development activities to boost branch revenue through equity trading, third-party product sales, and consistent acquisition of new clients.
• Formulate and execute strategies aimed at meeting branch sales and profitability targets.
• Identify and capitalize on cross-selling and up-selling opportunities across financial products including mutual funds, insurance, PMS, structured products, and fixed income instruments.
• Manage daily branch operations to deliver smooth equity trading and financial services execution.
• Ensure compliance with company policies, regulatory standards including SEBI, NSE/BSE, and maintain operational efficiency.
• Lead a team comprising equity dealers, relationship managers, and other staff members, setting performance goals and conducting regular reviews.
• Provide mentorship and training to improve team capabilities and foster a results-oriented culture.
• Maintain and nurture relationships with high-net-worth and retail clients by offering tailored investment advice and excellent service.
• Respond to client inquiries and feedback promptly to sustain high client satisfaction levels.
• Keep abreast of equity market trends, economic factors, and corporate actions to guide informed investment decisions for clients and team members.
• Assist clients with portfolio diversification and risk management strategies.
• Conduct regular audits to ensure transparency and strict adherence to compliance.

Requirements

• A bachelor's degree in Finance, Commerce, Economics, or a related field is mandatory; an MBA is preferred.
• Minimum of 5 years experience in the equity market, including at least 2 years in leadership or managerial positions.
• Proven team management skills with experience supervising 10 or more members.
• Strong capability in strategic thinking, decision-making, and problem-solving.
• A client-focused mindset aimed at delivering value and maintaining excellent relationships.
• Ability to perform under pressure and meet stringent deadlines.