Job Description – Branch Head

Position: Branch Head / Branch Manager

Location: Ponnani, Kerala

Industry: Equity Broking / Wealth Management / Financial Services

Experience: 6–10 Years

Salary: ₹6 LPA – ₹8 LPA

Job Summary

We are looking for an experienced and result-oriented Branch Head with robust exposure to Equity Broking and Distribution Products.
The ideal candidate should have hands-on experience in Equity Broking, Mutual Funds, Insurance, and Portfolio Management Services (PMS), along with proven expertise in branch management, business development, client acquisition, team leadership, and revenue generation.

Key Responsibilities

• Manage overall business and operational activities of the branch.
• Drive branch revenue, profitability, and achievement of business targets.
• Lead customer acquisition and retention initiatives.
• Develop and maintain relationships with HNI and Corporate clients.
• Drive business across Equity Broking and Distribution Products, including:
• Equity
• Mutual Funds
• Insurance
• Portfolio Management Services (PMS)




• Identify new business opportunities and expand the branch client base.
• Conduct competitor analysis and develop effective business strategies.
• Lead, motivate, and manage the branch sales and operations team.
• Conduct daily team meetings and monitor individual and branch performance.
• Review key performance parameters such as revenue per employee, brokerage, trading volumes, client registrations, and branch profitability.
• Organize investor meetings and customer engagement activities.
• Train and mentor team members on products, sales, communication, operations, risk management, and compliance.
• Monitor day-to-day branch operations, including customer grievances and transactional activities.
• Manage operational risks, trade-related issues, and outstanding receivables.
• Ensure adherence to company policies, regulatory requirements, risk controls, and compliance standards.
• Report branch activities and perf

📌 Branch Manager – Financial Services | Ponnani
🏢 Trinity SkillWorks Private
📍 Ponnani