Branch Manager Equity Broking

Key Responsibilities

- Drive branch revenue through equity trading, new client acquisition, and third-party product sales (Mutual Funds, Insurance, PMS, Structured Products, and Fixed Income).
- Achieve branch sales targets and identify cross-selling and up-selling opportunities.
- Oversee daily branch operations while ensuring compliance with SEBI, NSE/BSE, and company policies.
- Lead, mentor, and manage the branch team to achieve performance goals.
- Build and maintain strong relationships with HNI and retail clients, providing investment guidance and exceptional service.
- Monitor market trends and support clients with portfolio diversification and investment strategies.
- Ensure effective risk management, regulatory compliance, and operational excellence.

Key Competencies

- Robust leadership and business development skills.
- Sound knowledge of equity markets and financial products.
- Client-focused with excellent communication and relationship management abilities.
- Strategic thinking, problem-solving, and decision-making skills.
- Ability to work under pressure and consistently achieve business targets.

📌 Branch Manager (Lucknow)
🏢 ANANDRATHI
📍 Lucknow