PhillipCapital India
Website:
phillipcapital.in
Job details:
Role Description
Lead the Pan-India branch network, driving revenue growth, profitability and scalability. The role focuses on strengthening performance of existing branches and setting up new branches based on market potential, with full ownership of P&L, people and performance.
The Branch Head will oversee the daily operations of the branch, manage and develop high-performing teams, build and maintain strong client relationships, and ensure all regulatory and compliance requirements are met. Additional responsibilities include developing and implementing strategies for business growth, managing budgets and financial targets, and fostering a positive and dynamic work environment to achieve branch objectives.
Key Responsibilities:
- Own Pan-India revenue and profitability of the existing branch network.
- Drive growth across Equity, Commodity & Currency Broking and cross-sell PMS, AIFs, Mutual Funds, Insurance, and Advisory products.
- Ensure all branches operate as profitable SBUs with optimal cost-to-income ratios.
- Develop and execute branch-wise and region-wise growth strategies.
- Identify, approve and set up new branches based on business potential and strategic fit.
- Ensure recruitment of the right talent and drive high performance through clear KRAs.
- Oversee acquisition and retention of HNI / UHNI clients and key relationships.
- Review MIS, monitor KPIs, and present performance updates to senior management.
Key Skills & Experience:
- Strong domain expertise in Stock Broking & Wealth Management
- Proven experience in multi-location P&L and branch management
- Deep understanding of PMS, AIFs, MF, Insurance, and Advisory
- Strategic thinking with strong execution capability
Qualifications:
- Graduate / Postgraduate (MBA – Finance preferred)
- Relevant NISM certifications
- 5-7 years of experience in stock broking / wealth management
- Prior experience managing Pan-India or large regional branch networks
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