Branch Head – Equity Broking & Wealth Management.
Trinity Skill Works Verified employer
Actively hiring · Posted 8d ago · JEV2610E8C9C02E44
Job description
Job highlights
- Annual Bonus, PF, Travel Allowance (TA), Health InsuranceJob DescriptionWe are hiring an experienced Branch Head / Branch Manager for our Ponnani, Kerala location.Experience: 6–10 YearsSalary: ₹6 LPA – ₹8 LPAIndustry: Equity Broking / Wealth Management / Financial ServicesKey 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, ri
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. Good understanding of branch operations, risk management, and compliance. Willing to work from Ponnani, Kerala . Interested candidates can share their CV: Email: [hidden] Phone: [hidden]
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