Manager - Navsari

Building and maintaining strong relationships with HNI, retail, and corporate clients will be crucial. You will need to address client queries promptly, offer suitable financial solutions, and promote personalized client service. Additionally, you will be required to lead, mentor, and motivate the branch team to achieve sales targets. Monitoring team performance, providing regular feedback, and conducting training sessions to enhance product knowledge and sales skills will also be part of your responsibilities.

Risk management and compliance are integral aspects of this role. You will need to ensure that branch operations comply with SEBI regulations and internal policies, identify risks, implement mitigation measures, and conduct periodic risk assessments. Executing client trades in equity, derivatives, and other financial instruments accurately and timely will be essential. You should assist clients with market insights, trading strategies, and risk management.

Your reporting duties will involve preparing and submitting branch performance reports to senior management, maintaining records of sales metrics, client feedback, and operational activities, and utilizing MIS reports for performance analysis and decision-making. Key skills required for this role include in-depth knowledge of stock markets, trading platforms, and SEBI regulations, proven leadership and team management abilities, strong business development and client acquisition skills, excellent communication, negotiation, and problem-solving skills, and the ability to work under pressure and achieve business targets.

To qualify for this position, you should hold a Bachelors/Masters degree in Finance, Business, or a related field. Additionally, NISM Certification (Series VIII: Equity Derivatives) would be preferred.,