Branch Manager Equity Broking

Key Responsibilities
Drive branch revenue through equity trading, recent 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 robust 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 (India)
🏢 ANANDRATHI
📍 India