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Branch Head Financial Services

ADVENXA


Job Location:

Malappuram - India

Monthly Salary: INR 35000 - 55000
Experience Required: 5years
Posted: 7 October 2026 (22 hours ago)
Application Deadline: 4 January 2027
Vacancies: 1 Vacancy

Job Summary

Branch Head - Financial Services

Location: Malappuram ; Ponnani
Education: Bachelors degree Mandatory
Salary: INR 4.5 LPA to INR 6 LPA Attractive Incentives
Experience: Minimum 6-8 years of experience in selling financial services products and managing branch administration or managing staff.

Responsibilities :

Branch Operations:
  • Monitor daily branch activities including pay-ins/payouts and customer grievances.
  • Manage risk associated with trade errors and debtors.
  • Provide regular reports on branch activities to the Regional Manager.

HR Activities for Branch:
  • Manage branch staff including recruitment training and performance management.

Marketing & Business Development Activities:
  • 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.
  • Excellent communication and interpersonal skills.
  • Ability to motivate and lead a team to achieve business goals.
  • Proficiency in MS Office and CRM software.



Required Skills:

Stock market Portfolio management


Required Education:

Any degree