Job: Branch Manager-Broking Industry-Chandigarh-8+yrs-8lakhs

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Title Branch Manager-Broking Industry-Chandigarh-8+yrs-8lakhs
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Categories Sales jobs
Salary 8lakhs
Total Yrs Of Experience Required 8+yrs
Job Location Chandigarh
Job Description

Our client is a  leading Financial services company catering to three verticals-  loans to SMEs, Affordable Housing Finance, Health Insurance and Retail Broking. Our client is listed on the BSE (formerly Bombay Stock Exchange) and National Stock Exchange (NSE) in India.

Our client is looking for Branch Manager for Chandigarh  Location

Experience above 8 years

Team size- 10, Role reports to Area Manager

Key Skill- Branch handling,Team handling in Broking industry

Job Description



 Branch Manager- Chandigarh


Product Group Retail / Trading Business (Equity Business)



Overall Purpose



Primarily responsible for generating revenue across all products (Trading, Investing, TPP) & business development, through unbiased, providing high-quality investments advisory to Retail / HNI Clients.


To develop new customer & business relationships for the Company. Service & manage existing relationships. A combination of which leads to greater revenue generation, profitability, customer good will and market visibility.



Liaises with


Internal Relationships:: Regional Manager / Area Manager / Cluster Manager / Research & Advisory / Operations & Compliance


External Relationships: HNI/Retail Clients/Corporate




(Primary / Critical) 


  • To acquire and build relations with High Net worth, Retail and corporate customers for the company through
  • To lead a sales team & achieving revenue and acquisition targets
  • To provide end-to-end service solutions to existing customer relationships on a pro-active manner
  • Responsible to manage sales and expansion of Equity, Distribution business & broking activities
  • To educate all segments of customers with various investment avenues available and to provide high quality advise to them on their assets allocation.
  • To gauge the customers risk appetite, time horizon and provide him advisory services in line with customers
  • Understanding the sensitivity involved in various business classes and providing them services within a prescribed turn around time (TAT).
  • Conceptualise & implement sales promotional plan through various marketing channels
  • Updating customers on the changes an trends on the business landscape
  • Continuous up-dation of the MIS Reports or any other business reporting (daily-weekly-monthly sales reports)




  • One point of contact for the customer for all their financial needs.
  • Resolution of clients queries at the initial level and escalate the major queries to the reporting relations
  • Cross Sales of other products and services of the organisation



Revenue Generation Responsibility 



Accountable for achieving the pre-defined targets for Sales, Revenue and Profitability within a given time-frame (weekly, monthly, quarterly revenue) set for the business


Accountable for maintain branch P&L and as a Profit Centre.


Key competencies


Business (Critical)











Business (Desirable)   










Behavioural (Critical)  







Behavioural (Desirable) 


  • Good conceptual & operational understanding of capital market products viz Equities, Derivatives, Commodities, Currency Derivatives, Forex, Mutual Fund, Third Party Products etc
  • Manage our businesses from any designated branch under the “Profit-Center” concept, by executing the Company’s business strategy locally
  • People Management & Staffing / Team Building skills.



  • Should have the required ability to identify the required target segment (focus group) and address the same
  • A good track record of successful business management (individual / branch level) or entrepreneurship


  • Should have reliable knowledge about competitor strategies


  • Optimize team building, employee morale & supervisory quality as per Company’s HR policies.
  • Should have communication skills which are clear, precise, articulate
  • Should have excellent networking skills in order to generate leads & referrals


  • Presentability & a pleasing personality to represent our corporate image, ethos & values in all customer interfaces
  • Persuasive ability backed with strong belief in self, products and organisation
  • Should have the required analytical skills to understand business & research reports
  • Should be customer centric

Minimum Qualification


Post Graduate/MBA /Graduate with NISM Certification



Minimum Experience


8+ Years Experience in stock broking business as a profit center management.

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