Phillip Capital - Branch Manager (3-5 yrs)

Role & responsibilities.

Job:Branch Manager.

Qualification: Bachelor's degree in finance, business administration, or a related field; MBA or other relevant advanced degree is preferred.

Location:Kolhapur.

Experience In Years: 3-5 years of experience in the brokerage or capital market, with a minimum of 1 years in a leadership role.

Responsibilities:

- The Branch Manager at PhillipCapital India will be responsible for the overall performance and profitability of the branch.

- This role involves leading a term to offer various products and services of the organization along with ensuring compliance with regulatory standards and driving business growth.

Key Responsibilities:

- Recruit, train and mentor a team of wealth managers / relationship managers and other sales staff to achieve individual and branch goals.

- Develop new relationships and enhance the depth of existing relationships with retail and HNI clients.

- Identify, cultivate and manage client relationships to provide a comprehensive suite of services and products tailored to clients needs.

- Cross sell third party investment products such as mutual funds, bonds, PMS, Insurance and Advisory products.

- Conduct performance evaluations and provide ongoing training to enhance team capabilities.

- Implement operational policies and procedures in line with company objectives and regulatory requirements.

- Address client inquiries and resolve issues to ensure high levels of satisfaction.

- Develop and execute sales strategies to achieve branch revenue goals.

- Monitor market trends and competitor activity to identify business opportunities and stay competitive.

- Ensure all branch activities comply with regulatory guidelines and company policies.

- Conduct regular audits and assessments to mitigate risk and maintain compliance.

- Analyze branch financial reports to assess performance and identify areas for improvement.

- Stay informed about market developments, emerging trends, and investment products.

- Collaborate with the marketing team to design and implement promotional campaigns that attract new clients.

- Organize workshops, seminars, and networking events to enhance client engagement and market presence.

- Conduct client meetings and presentations to showcase the firm's investment offerings and expertise.

- Onboard business channels AP & IFA.

- Meet and exceed monthly, quarterly, and annual revenue targets by driving brokerage fees, commissions, and cross-selling financial product such as Mutual funds, Insurance, Bonds, Advisory , PMS etc and also report to HO.

Skills and Competencies:.

- Strong leadership and team management skills.

- Excellent interpersonal and communication abilities.

- Robust analytical and problem-solving skills.

- Knowledge of investment products, financial markets, and regulatory requirements.

- Proficiency in relevant financial software and trading platforms.