Company Description Geojit is one of India’s leading investment services companies, with a significant presence in Gulf Cooperation Council (GCC) countries. Serving over one million clients through a network of more than 500 offices, Geojit offers a wide range of solutions including equity and currency derivatives, margin trading, Portfolio Management Services, Smartfolios, Private Wealth Services, Loan Against Shares, commodity derivatives, financial planning, and distribution of Mutual Funds and Life & General Insurance.

The company combines domain expertise with advanced digital trading and investing platforms to deliver seamless, convenient, and reliable investment experiences across branches, online portals, and mobile apps. With a client-first approach and strong research-backed insights, Geojit empowers investors to navigate financial markets confidently and effectively.

Role Description The Branch Head role at Geojit is a full-time, on-site position based in Lucknow.

The Branch

Head is responsible for leading branch operations, overseeing sales and service activities, and ensuring achievement of business targets across products and services. Daily responsibilities include managing and mentoring branch team members, driving client acquisition and retention, monitoring compliance with regulatory and internal policies, and maintaining high standards of customer service. The role also involves coordinating local marketing initiatives, reviewing branch performance metrics, resolving escalated client issues, and collaborating with regional and corporate teams to implement business strategies.





The Branch

Head is expected to build strong relationships with clients, promote Geojit’s offerings, and uphold the organization’s values and reputation in the local market.

Qualifications

- Solid leadership and people management skills, with experience supervising teams and driving performance in a branch or retail financial environment.
- Sound knowledge of financial markets and products, including equity and currency derivatives, mutual funds, insurance, and wealth management services.
- Proficient in sales planning, business development, and client relationship management, with a track record of meeting or exceeding revenue and growth targets.
- Ability to ensure operational excellence, including branch administration, risk management, and adherence to regulatory and organizational compliance standards.
- Effective communication and interpersonal skills, with the ability to interact confidently with clients, colleagues, and external stakeholders.
- Comfort with digital trading platforms, CRM tools, and basic office software; openness to adopting new technologies and digital processes.
- Bachelor’s degree in Finance, Commerce, Business Management, or a related field; an MBA or relevant professional certifications (e.g., NISM/IRDA) are an advantage.
- Prior experience in banking, broking, or financial services in a branch leadership or similar role, preferably within the Lucknow or surrounding market.
- Strong analytical and problem-solving abilities, with attention to detail and a focus on delivering high-quality customer service.

📌 Branch Head (Lucknow)
🏢 Geojit
📍 Lucknow