Branch Manager

About the Company

ATS Share Brokers Pvt. Ltd. operates in the stockbroking and financial services industry, providing clients with access to trading and investment-related services.

We are looking for an experienced and result-oriented Branch Manager to lead branch operations, drive business growth, acquire new clients, and manage a high-performing team.

Job Summary

The Branch Manager will be responsible for the overall management of branch operations, achievement of business and revenue targets, client acquisition and retention, and team leadership. The ideal candidate should have extensive experience in the stockbroking industry, strong business development capabilities, and the ability to build client relationships while ensuring operational efficiency and regulatory compliance.

Key Responsibilities

1. Business Development & Sales • Drive branch-level business growth and achieve monthly and quarterly revenue targets. • Acquire new clients and develop business opportunities for stockbroking and related financial services. • Develop strategies to increase client acquisition, activation, and retention. • Build and maintain relationships with high-value clients, investors, and business associates. • Monitor sales performance and implement strategies to improve revenue generation.

2. Team Management & Leadership • Lead, motivate, and manage Business Development Executives, Team Leaders, and other branch employees. • Set individual and team targets and monitor performance regularly. • Conduct daily team meetings, sales reviews, and performance discussions. • Support recruitment, onboarding, training, and development of branch employees. • Ensure team productivity, accountability, and achievement of business objectives.

3. Client Relationship Management • Develop and maintain strong relationships with existing and prospective clients. • Address client queries, complaints, and service-related issues promptly. • Improve client satisfaction, retention, and overall service quality. • Generate new business through referrals, networking, and existing client relationships.

4. Branch Operations & Compliance Page 1 ATS Share Brokers Pvt. Ltd. | Job Description – Branch Manager• Ensure smooth day-to-day branch operations and adherence to company policies. • Coordinate with Head Office and relevant departments for operational support. • Ensure client onboarding and KYC documentation are completed as per applicable regulatory requirements. • Maintain accurate sales reports, client records, and branch performance MIS. • Ensure business activities comply with applicable SEBI, stock exchange, and other regulatory requirements. 5. Reporting & Performance Monitoring • Prepare and submit daily, weekly, and monthly business performance reports. • Monitor revenue, client acquisition, active clients, sales productivity, and target achievement. • Analyse business performance and implement corrective measures. • Report branch performance, challenges, and business opportunities to senior management.

Required Qualifications & Skills

• Graduate in any discipline; an MBA in Marketing, Finance, or Business Administration will be preferred.

• More than 8 years of relevant experience in the stockbroking industry is mandatory.

• Prior experience in branch management, business development, or leading a sales team is essential.

• Strong knowledge of stockbroking products, trading platforms, and client onboarding processes.

• Proven track record of achieving sales targets and driving revenue growth.

• Excellent leadership, communication, negotiation, and relationship management skills.

• Strong analytical, problem-solving, and decision-making abilities.

• Proficiency in MS Excel, sales reporting, and MIS. Key Performance Indicators (KPIs)

• Achievement of branch revenue and business targets.

• Number of new clients acquired and successfully activated.

• Client retention and growth in active clients.

• Team productivity and individual target achievement.

• Revenue generated per employee.

• Client satisfaction and timely resolution of complaints.

• Adherence to operational procedures and regulatory requirements.

Preferred Candidate Profile • A senior stockbroking professional with extensive industry experience. • Strong leadership and business development capabilities. • Ability to manage branch operations and deliver consistent business results. • Good local market knowledge and networking skills. • A client-focused approach with a commitment to ethical business practices. Compensation: Salary and incentive structure will be discussed based on the candidate's experience, current compensation, and suitability for the role.