Role Summary:

The Branch Manager is responsible for overall branch performance, including revenue generation, client acquisition, operations, compliance, and team management. The role focuses on driving business growth while ensuring adherence to regulatory and operational standards of the stock broking industry.

Key Responsibilities:
Business Development &
Revenue Generation
Drive revenue through acquisition of recent clients and activation of trading accounts
Promote broking and investment products such as equities, derivatives, mutual funds,

IPOs, bonds, etc.
Develop local market strategies to increase branch profitability
Achieve monthly and annual business targets
Team Management &
Leadership
Lead, mentor, and motivate branch staff
Set targets and monitor team performance
Conduct regular reviews and training programs
Client Relationship Management
Build and maintain relationships with retail and HNI clients
Handle key client escalations
Improve client retention and cross-selling
Operations &
Compliance
Ensure smooth day-to-day branch operations
Ensure compliance with SEBI, NSE, BSE,



and exchange regulations
Oversee KYC, AML, and audit readiness
Risk Management
Monitor trading activities and client exposure
Ensure adherence to risk and margin policies
Prevent unauthorized trading
Reporting &
Coordination
Prepare MIS reports
Coordinate with HO teams such as compliance, risk, and operations

Key Skills &
Competencies:
Robust knowledge of capital markets
Leadership and people management skills
Client handling and negotiation skills
Result-oriented approach

Educational Qualifications:
Graduate in Commerce, Business, or Finance
NISM certifications preferred
MBA (Finance/Marketing) is an advantage

Key Performance Indicators (KPIs):
Revenue and profitability
Client acquisition and retention
Team performance
Compliance and audit results

Pay: ₹40,000.00 - ₹50,000.00 per month

Perks
Paid sick time
Provident Fund

Experience
Stock Market: 5 years (Required)

Work Location: In person

📌 Branch Manager Jalna
🏢 JK SECURITIES PRIVATE
📍 Jalna