drjobs Branch Head - Financial service العربية

Branch Head - Financial service

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1 Vacancy
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Jobs by Experience drjobs

5years

Job Location drjobs

Kunnamkulam - India

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Branch Manager Financial Services

Salary: INR 4.5 LPA to INR 5.5 LPA Attractive Incentives

Location:
Kunnamkulam Thrissur

Experience: Minimum 68 years of experience in selling financial services products and managing branch administration or managing staff.

Must Have:
  • High level of knowledge in the stock market.
  • Excellent personality and leadership skills.
Key Responsibilities:

Branch Operations:
  • Monitor daily branch activities including payins/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

  1. Proven leadership experience in managing a branch or team.
  2. 5 years of experience in the stock market and selling financial products such as SIP mutual funds and PMS (Portfolio Management Services).
  3. Strong knowledge of financial markets and investment products.
  4. Bachelors degree
  5. Excellent communication and interpersonal skills.
  6. Ability to motivate and lead a team to achieve business goals.
  7. Proficiency in MS Office and CRM software.


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. Bachelor's degree Excellent communication and interpersonal skills. Ability to motivate and lead a team to achieve business goals. Proficiency in MS Office and CRM software.

Employment Type

Full Time

Company Industry

About Company

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