Role Summary The Head Branches will lead PhillipCapital India's pan-India branch network, with full ownership of its revenue, profitability and growth. The role builds each branch into a self-sustaining business unit, deepens client relationships across broking and investment products, and expands the network into high-potential markets.

Key Responsibilities
· Branch P&L;: Own pan-India revenue and profitability of the existing branch network, with clear branch-level targets and monthly tracking.
· Business growth: Drive growth across Equity, Commodity & Currency Broking, and cross-sell PMS, AIFs, Mutual Funds, Insurance and Advisory products to increase revenue per client.
· Branch economics: Ensure every branch runs as a profitable SBU, with optimal cost-to-income ratios and close control over rentals, staffing and overheads.
· Strategy: Develop and execute branch-wise and region-wise growth strategies, aligned with local market potential and the firm's product priorities.
· Network expansion: Identify, approve and set up new branches and franchise / AP partnerships based on business potential and strategic fit; review and consolidate underperforming locations.
· Team and performance: Hire the right Branch Managers, set clear KRAs, and drive high performance through regular reviews, coaching and incentive structures.




· Client acquisition: Oversee acquisition and retention of HNI / UHNI clients and key relationships, and ensure high standards of client servicing across branches.
· Compliance and controls: Ensure branches follow SEBI, exchange and internal compliance norms, including KYC, risk management and audit requirements, with timely closure of audit observations.
· MIS and reporting: Review MIS, monitor KPIs such as revenue, active clients, AUM and cost ratios, and present performance updates to senior management. Requirements
· Post-Graduate in Commerce, Finance or a related field; MBA (Finance) preferred.
· Total experience 10+ years of which atleast 5–7 years of experience in branch, regional or zonal sales leadership at a stockbroking, wealth management or financial services firm.
· Proven track record of managing a multi-location network with P&L; responsibility.
· Robust understanding of broking, PMS, AIF, mutual fund and insurance products, and of SEBI / exchange regulations.
· Relevant NISM certifications (e.g. Series VIII) preferred.
· Strong leadership, people management and communication skills; data-driven and comfortable with MIS and dashboards.
· Willingness to travel across branch locations.

📌 Head – Branches (Mumbai)
🏢 PhillipCapital India
📍 Mumbai