Branch Manager

Position- Branch Manager(Stock Broking / Financial Services)
Exp- 6–10 Years
Location- Bharuch,Gujarat
Notice Period- Immediate joiner- 60 days
Working days/ Timing- 5.5 days (9am-6pm)
Skills-Business Development & Revenue Generation, Promote broking and investment products such as equities, derivatives, mutual funds, IPOs, bonds, increase branch profitability, client retention and cross-selling

About the Role:

We're looking for a results-driven Branch Manager to lead branch operations, drive revenue growth, and manage a team in the broking and investment services space — overseeing everything from client acquisition to regulatory compliance.

Key Responsibilities:

  • Drive new client acquisition and trading account activation; promote equities, derivatives, mutual funds, IPOs, and bonds
  • Develop local market strategies to grow branch revenue and profitability; own monthly/annual targets
  • Lead, mentor, and set performance targets for branch staff; conduct reviews and training
  • Build and manage relationships with retail and HNI clients; handle escalations and drive cross-selling
  • Ensure smooth branch operations and compliance with SEBI, NSE, BSE regulations, including KYC/AML and audit readiness
  • Monitor trading activity, client exposure, and margin adherence to prevent unauthorized trading.
  • Prepare MIS reports and coordinate with HO compliance, risk, and operations teams

Key Skills:

  • Strong grasp of capital markets and broking products
  • Proven leadership and team management ability
  • Strong client handling and negotiation skills
  • Result-oriented, target-driven approach


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