Job Detail

A leading broking & investment firm in India with a strong presence in GCC countries requires:

Position: Regional Manager – Broking & Investments

Location: Pathanamthitta

Qualification: Min. Graduation

Experience: Min. 15 years in the Stock Broking, Asset Management Company (AMC), or Wealth Management sectors.

Gender: Any

Age: Between 40 years to 50 years

Role Overview

A premier, leading Broking and Investments firm is looking for a seasoned leader to take over as Regional Manager for the Pathanamthitta District( 11 branches). This strategic leadership position requires an individual who will head retail and HNI wealth operations, drive regional business development, and manage cross-functional advisory teams. The ideal candidate will leverage existing networks within the region to scale up asset mobilization across equity, derivatives, mutual funds, and structured wealth management products.

Compensation & Benefits

• Fixed CTC: Up to ₹18 Lakhs Per Annum (LPA) (commensurate with experience and current compensation structure)
• Incentives: Highly rewarding, performance-linked monthly/quarterly variable business incentives

Core Eligibility Criteria

• Experience Profile: Proven track record in the Stock Broking, Asset Management Company (AMC), or Wealth Management sectors.
• Leadership Tenure: Demonstrated capability in managing multiple branches, franchise channels (sub-brokers), or large direct sales/relationship teams.
• Age Demographics: Strictly between 40 years to 50 years.
• Regional Requirements: Deep familiarity with the socio-economic topography of Pathanamthitta district, including high-net-worth pockets (e.g., Tiruvalla, Kozhenchery). Fluency in Malayalam and English is highly essential.

Key Responsibilities

📈 Regional Business Development & Strategic Growth

• Formulate and execute strategic market acquisition plans to maximize market share in equity trading account acquisitions and Asset Under Management (AUM) accumulation across the Pathanamthitta region.
• Drive regional profitability targets by accelerating revenue streams across Equity/F&O brokerage, Mutual Funds, PMS, AIF, and structural investment solutions.
• Identify, cultivate, and maintain premium relationships with High-Net-Worth Individuals (HNIs), Ultra-HNIs, corporate entities, and the significant Non-Resident Indian (NRI) demographic within the district.

👥 Team Operations & Channel Management

• Supervise, mentor, and track the performances of Branch Managers, Wealth Managers, Relationship Managers, and Equity Dealers throughout the designated district territory.
• Expand the B2B franchise footprint by identifying, onboarding, and optimizing performance metrics for potential sub-brokers, business partners, and financial intermediaries.
• Facilitate cross-selling operations ensuring comprehensive product penetration (Insurance, Structured Debt, Loan Against Securities) across active client databases.