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Branch Manager - Sales - BFS (6-10 Yrs) Bangalore/Chennai/Any Location (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
Key Responsibilities :Branch Operations Management :- Oversee the daily operations of the branch, ensuring smooth functioning in alignment with company policies and regulatory requirements.- Manage and guide the branch team to achieve operational efficiency and excellent customer service.Sales and Revenue Generation :- Drive business growth by acquiring new clients and enhancing the relationship with existing clients in the securities market.- Promote a range of investment products (equities, bonds, mutual funds, etc.) to meet the financial goals of clients.- Meet branch-specific targets for revenue, sales, and customer acquisition.- Lead, mentor, and manage the branch team, including relationship managers and financial advisors.- Ensure effective training and development programs are in place to upskill the team on market trends and financial products.Client Relationship Management :- Maintain and build long-term relationships with high-net-worth individuals (HNI), retail clients, and corporate customers.- Provide regular updates on market trends, and advise clients on their portfolios to optimize returns.Compliance and Risk Management :- Ensure strict adherence to all regulatory and compliance guidelines set by SEBI and other regulatory authorities.- Monitor and manage risk exposure of the branch by ensuring that all trades and transactions are compliant with company policies.Market Research and Analysis :- Keep track of market trends, stocks, and other securities to provide informed advice to clients.- Analyze market movements and develop strategies to increase the profitability of the branch.Reporting :- Prepare monthly and quarterly reports on branch performance, sales targets, and operational efficiency.- Report directly to the regional or zonal manager and provide regular updates on business development activities.Key Qualifications :Education : - Bachelor s degree in Finance, Commerce, Business Administration, or related fields.
-MBA or post-graduate degree in finance would be an advantage.Experience : - Minimum 6-10 years of experience in the securities market or financial services, with at least 2-3 years in a leadership or branch management role.Certifications : Certifications like NISM-8 (National Institute of Securities Markets) and AMFI (Association of Mutual Funds in India) are preferred.Skills :- Strong knowledge of the securities market, including equities, bonds, derivatives, and mutual funds.- Excellent leadership, team management, and communication skills.- Proficient in client relationship management and sales.- Ability to understand financial products and services to meet client needs.- Sound understanding of compliance, SEBI regulations, and risk management principles.Additional Skills :- Proficiency in financial software and CRM systems.- Strong problem-solving and decision-making abilities.- Ability to manage multiple responsibilities in a fast-paced environment. (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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