Branch Head - Financial Services

Location: Malappuram ; Ponnani

Education: Bachelor's degree Mandatory

Salary: INR 4.5 LPA to INR 6 LPA + Attractive Incentives

Experience: Minimum 6-8 years of experience in selling financial services products and managing branch administration or managing staff.

Responsibilities :

Branch Operations:

- Monitor daily branch activities including pay-ins/payouts and customer grievances.

- Manage risk associated with trade errors and debtors.

- Provide regular reports on branch activities to the Regional Manager.

HR Activities for Branch:

- Manage branch staff including recruitment, training, and performance management.

Marketing & Business Development Activities:

- Lead customer acquisition and retention efforts.

- Target High Net Worth Individuals (HNIs) and corporate clients.





- Conduct competitor analysis to identify market trends and opportunities.

- Facilitate daily morning meetings and discussions with branch staff.

- Review branch performance metrics on a monthly and weekly basis.

- Organize weekly investor meets to expand the client base.

Requirements

- Proven leadership experience in managing a branch or team.

- 5+ years of experience in the stock market and selling financial products such as SIP, mutual funds, and PMS (Portfolio Management Services).

- Solid knowledge of financial markets and investment products.

- Excellent communication and interpersonal skills.

- Ability to motivate and lead a team to achieve business goals.

- Proficiency in MS Office and CRM software.

📌 Branch Head - Financial Services (Ponnani)
🏢 advenxa
📍 Ponnani