Role & responsibilities

- Lead and manage a team of 8+ members and drive overall branch performance.

- Achieve assigned account acquisition, margin, revenue and business targets.

- Acquire and develop HNI clients and build long-term relationships.

- Source HNI clients and franchisees on a regular/monthly basis.

- Understand clients' financial goals and provide suitable investment solutions.

- Manage and monitor clients' overall investment portfolios and ensure quality service.

- Drive team productivity, individual performance and target achievement.

- Generate consistent revenue through client acquisition, retention and cross-selling.

- Promote and sell the company's complete range of financial products and investment solutions.

- Monitor market/business opportunities and identify avenues for branch growth and revenue expansion.

- Ensure effective client servicing, team coordination and business development.

Preferred candidate profile

- 6+ years of experience in the Stock Broking / Equity Broking industry is mandatory.





- Minimum 6+ years of team-handling experience in a Broking company.

- Proven experience managing a team of 8+ members.

- Strong track record in HNI client acquisition, relationship management and revenue generation.

- Experience in franchise acquisition / franchisee management will be preferred.

- Strong understanding of Equity, Capital Markets, Investments and Wealth Management.

- Candidates with experience in Branch Management / Branch Head / AVP / Senior Manager roles will be preferred.

- Must have a reliable career history and should be currently employed.

- Candidates with less than 1 year in their current organization will not be preferred.

- Candidates with career gaps or currently unemployed status will not be preferred.

- Notice Period: Maximum 30 days.

- Candidate must be willing to attend a F2F interview at Karol Bagh, Delhi.

📌 AVP/Branch Manager/Sr. Manager || Karol Bagh (Delhi)
🏢 Profex Tech
📍 Delhi