Role & responsibilities

- Responsible for generating revenue for the branch through HNI clients, retail clients, and franchisees across wealth management and broking businesses.
- Achieve Revenue, Incremental SIP, and Net Equalized Assets (LS) targets for the branch in coordination with Wealth and Equity Relationship Managers.
- Build and maintain relationships with UHNI and corporate clients associated with the branch and franchisee network.
- Drive branch profitability and ensure achievement of business objectives.
- Generate surplus revenue through new business development and asset-gathering initiatives led by the Business Development team.
- Promote and drive business across a wide range of products, including Equity, Derivatives (F&O;), Margin Trading Funding (MTF), Currency, Commodities, Mutual Funds, AIF, Advisory, and PMS.
- Expand the client base across HNI, Ground, and Web segments.




- Develop business by appointing and managing current franchisees within the assigned territory.
- Achieve brokerage revenue targets through effective management of Equity Relationship Managers.
- Ensure adherence to all regulatory, risk, and compliance guidelines prescribed by the organization.
- Train and mentor team members in asset-gathering skills and implement initiatives to enhance employee capabilities and performance.

Preferred candidate profile

Candidate should have good understanding & knowledge about the capital market. He should be well networked in the market & must have ability to push ideas to Branch/ franchisee/HNI Clients. Should have excellent communication skills, should be persuasive & presentable .

Share resume at [email protected]

📌 Branch Head - Wealth Management (Maharashtra)
🏢 Sharekhan
📍 Maharashtra