Branch Head - Financial service
Branch Head - Financial service
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5years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Location: Kunnamkulam Thrissur
- High level of knowledge in the stock market.
- Excellent personality and leadership skills.
- Monitor daily branch activities including payins/payouts and customer grievances.
- Manage risk associated with trade errors and debtors.
- Provide regular reports on branch activities to the Regional Manager.
- Manage branch staff including recruitment training and performance management.
- 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).
- Strong knowledge of financial markets and investment products.
- Bachelors degree
- Excellent communication and interpersonal skills.
- Ability to motivate and lead a team to achieve business goals.
- Proficiency in MS Office and CRM software.
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). Strong knowledge of financial markets and investment products. Bachelor's degree Excellent communication and interpersonal skills. Ability to motivate and lead a team to achieve business goals. Proficiency in MS Office and CRM software.
Employment Type
Full Time
