Branch Manager Privilege Equity Sales Haldwani

Branch Manager Privilege Equity Sales Haldwani

07 Aug
|
ANANDRATHI
|
Haldwani

07 Aug

ANANDRATHI

Haldwani

Role: Branch Manager

Grade: Sr. Manager

Industry: Financial Broking Houses

Team Management: 1+7 members (mix of RMs and Dealers)

Reporting to: Cluster Head

Experience: 5+ years of experience in the equity market, with at least 2 years in a leadership or managerial role.

Location : Nagpur & Raipur

Job Responsibilities
Team Handling and AUM collection
Increase revenue from current client through up sale / Cross Sell
Acquisition of HNI, Retail clients and Corporate Clients
Promote Focus Product of the month.
Ensure individual and team performance as per norms.
Recruit, induct, handhold, facilitate and motivate team members.
Retention of performing team members.
Ensure smooth day-to-day operations of the branch within the given guidelines, framework and budgets.
Ensure compliance as per various regulator and organization guidelines.
Cross Selling of Third Party Products- LI, MF, PMS, FD, Bonds etc.

Key Competence
Strategic thinking and decision-making capabilities.
Client-centric approach with a focus on delivering value.
Ability to handle pressure and meet deadlines.
Solid problem-solving and conflict-resolution skills.

📌 Branch Manager Privilege Equity Sales Haldwani
🏢 ANANDRATHI
📍 Haldwani

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