- Lead the establishment, development, and scaling of Business in Ahmedabad by driving market expansion, acquiring new clients, and building a sustainable business
- Identify, connect with, and onboard recent HNI & UHNI clients through personal networks, referrals, and market outreach
- Recruit, train and mentor a team of relationship managers and other sales staff to achieve individual and branch goals.
- Develop new relationships and enhance the depth of existing relationships with retail and HNI clients.
- Identify, cultivate and manage client relationships to provide a comprehensive suite of services and products tailored to clients needs.
- Conduct performance evaluations and provide ongoing training to enhance team capabilities.
- Implement operational policies and procedures in line with company objectives and regulatory requirements.
- Address client inquiries and resolve issues to ensure high levels of satisfaction.
- Develop and execute sales strategies to achieve branch revenue goals.
- Monitor market trends and competitor activity to identify business opportunities and stay competitive.
- Ensure all branch activities comply with regulatory guidelines and company policies.
- Conduct regular audits and assessments to mitigate risk and maintain compliance.
- Analyze branch financial reports to assess performance and identify areas for improvement.
- Stay informed about market developments, emerging trends, and investment products.
- Collaborate with the marketing team to design and implement promotional campaigns that attract new clients.
- Organize workshops, seminars, and networking events to enhance client engagement and market presence.
Preferred candidate profile
- Education: Bachelors degree in finance, business administration, or a related field; MBA or other relevant advanced degree is preferred.
- Experience: 5-7 years of experience in the brokerage or capital market, with a minimum of 2-4 years in a leadership role.
- Licensing: Relevant licenses and certifications (e.g. NISM) are required.
Skills and Competencies:
1. Strong leadership and team management skills.
2. Excellent interpersonal and communication abilities.
3. Robust analytical and problem-solving skills.
4. Knowledge of investment products, financial markets, and regulatory requirements.
5. Proficiency in relevant financial software and trading platforms.