Key Responsibilities1. Business Development & Revenue Generation

- Drive revenue through acquisition of new clients and activation of trading accounts
- Promote broking, distribution, and investment products such as equities, derivatives, mutual funds, IPOs, bonds, and PMS (if applicable)
- Develop local market strategies to increase branch profitability
- Achieve monthly and annual business targets

2. Team Management & Leadership

- Lead, mentor, and motivate branch staff including dealers, relationship managers, and operations executives
- Set targets, monitor performance, and conduct regular reviews
- Ensure training and skill development of team members

3. Client Relationship Management

- Build and maintain strong relationships with high-value and retail clients
- Handle key client escalations and ensure high service quality
- Enhance client retention and cross-selling opportunities

4. Operations & Compliance

- Ensure smooth day-to-day branch operations
- Adhere to SEBI, NSE, BSE, and exchange compliance norms
- Ensure proper documentation, KYC, AML, and audit readiness
- Coordinate with compliance and risk teams for inspections and audits

5. Risk & Control





- Monitor trading activities to minimize operational and financial risks
- Ensure client margins, exposure limits, and risk policies are followed
- Prevent unauthorized trading and compliance breaches

6. Reporting & Coordination

- Prepare and submit daily, weekly, and monthly MIS reports
- Coordinate with HO departments such as compliance, risk, operations, and marketing
- Track branch performance metrics and take corrective actions

Educational Qualifications

- Graduate in Commerce, Business, Finance, or related field
- NISM certifications (Equity Derivatives, Mutual Funds, Compliance) preferred
- MBA (Finance / Marketing) will be an added advantage

Preferred Experience

- Prior experience as Branch Manager / Relationship Manager / Team Leader in a stock broking firm
- Exposure to retail and HNI client segments
- Experience in managing a profit-center branch

Job Type: Full time

Pay: ₹40,000.00 - ₹47,000.00 per month

Benefits:

- Paid time off
- Provident Fund

Experience:

- Handling Branch Operation : 2 years (Required)

Location:

- Bharuch, Gujarat (Required)

Work Location: In person

📌 Branch Manager – Stock Broking & Financial Services (India)
🏢 JK SECURITIES PRIVATE
📍 India