Branch Head – Equity Broking & Wealth Management. (Ponnani)

Branch Head – Equity Broking & Wealth Management. (Ponnani)

07 Oct
|
Trinity Skill Works
|
Ponnani

07 Oct

Trinity Skill Works

Ponnani

We are hiring an experienced Branch Head / Branch Manager for our Ponnani, Kerala location.

Experience: 6–10 Years

Salary: ₹6 LPA – ₹8 LPA

Industry: Equity Broking / Wealth Management / Financial Services

- Key ResponsibilitiesManage overall branch business and day-to-day operations.
- Drive customer acquisition, retention, revenue, and branch profitability.
- Handle and develop relationships with HNI and Corporate clients.
- Promote and drive business across Equity Broking, Mutual Funds, Insurance, and Portfolio Management Services (PMS).
- Lead, motivate, and manage the branch team to achieve monthly and weekly targets.
- Monitor brokerage, trading volumes, client registrations, revenue per employee, and overall branch performance.
- Conduct regular team meetings and performance reviews.
- Organize investor meets and customer engagement activities to increase the client base.
- Support staff training in products, communication, operations, risk management, and compliance.
- Handle customer grievances and monitor operational activities.




- Manage trade-related and operational risks.
- Ensure adherence to company policies, compliance requirements, and branch discipline.
- Report branch activities and performance to senior/regional management.
- Candidate Requirements6–10 years of relevant experience in Equity Broking, Wealth Management, or Financial Services.
- Strong experience in Equity Broking and Distribution Products.
- Good knowledge of Mutual Funds, Insurance, and PMS.
- Previous experience in Branch Management / Team Handling.
- Proven experience in customer acquisition and business development.
- Experience handling HNI and Corporate clients.
- Strong leadership, communication, and relationship-management skills.
- Positive understanding of branch operations, risk management, and compliance.
- Willing to work from Ponnani, Kerala.

Interested candidates can share their CV:

Email: [email protected]

Phone: (phone hidden)

📌 Branch Head – Equity Broking & Wealth Management. (Ponnani)
🏢 Trinity Skill Works
📍 Ponnani

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