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Designation:- Branch Manager/ CDD Head

Role :- Sales, Business Development & Team Management.

Academic background:- Bachelors degree in finance, Commerce, Economics, or a related field (MBA preferred).

Reporting to:- Cluster Head/Regional Head

Team Management :- 1+ Minimum 10 Team Member

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

Key Responsibilities

1. Business Development and Revenue Growth:

- Drive branch revenue through equity trading, third- party product selling and regular new client acquisition.
- Develop and implement strategies to achieve branch sales targets and profitability goals.
- Identify cross-selling and up-selling opportunities for financial products such as mutual funds, insurance, PMS, Structured products and fixed income instruments.

1. Branch Operations Management:

- Oversee day-to-day branch operations, ensuring seamless execution of equity trading and other financial services.
- Ensure adherence to company policies, compliance standards, and regulatory requirements.
- Monitor operational efficiency and address any issues promptly to maintain smooth workflows.

1. Team Leadership and Management:

- Lead and mentor the branch team, including equity dealers, relationship managers, and other staff.
- Set performance targets, conduct regular reviews,



and provide training to enhance team skills and productivity.
- Foster a cooperative and result-driven work culture.

1. Client Relationship Management:

- Build and maintain strong relationships with high-net-worth individuals (HNIs) and retail clients.
- Ensure clients receive timely advice, personalized investment solutions, and exceptional service.
- Address client queries, concerns, and feedback to ensure high levels of satisfaction.

1. Market Analysis and Advisory Support:

- Stay updated on equity market trends, macroeconomic developments, and corporate actions.
- Provide insights and guidance to the team and clients for informed investment decisions.
- Assist clients with portfolio diversification and risk management strategies.

1. Compliance and Risk Management:

- Ensure all branch operations comply with regulatory standards (SEBI, NSE/BSE, etc.).
- Monitor trading activities to mitigate operational and investment risks.
- Conduct regular audits to maintain transparency and compliance.

Key Competence

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

📌 Branch Manager (Vadodara)
🏢 ANANDRATHI
📍 Vadodara