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Branch Head
Location: Bangalore / Chennai
Role: You are the company's representative to all stakeholders. The role will require travel
within the city to meet customers, and occasionally to other cities as per the company requirements.
Consistent strong performance, leadership and "brand ambassador" qualities will lead to greater responsibilities within the organization.
You will be responsible for
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Consistently achieving branch targets |
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Ensuring smooth functioning of the branch |
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Attracting, managing, training and retaining talent |
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Identifying, initiating contacts and acquiring new client organizations |
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Organizing activities and workshops at client organizations |
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Conducting financial plans for customers, preparing reports and ensuring follow-ups |
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Initiating and managing relationships with our suppliers |
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Ensuring high levels of service quality and customer satisfaction |
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Elevating PeakAlpha's visibility and profile among potential customers |
Skills: You are expected to possess and demonstrate
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Outstanding management and leadership skills |
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Strong entrepreneurial flair and keen eye for new opportunities |
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Excellent interpersonal skills and ability to build trusted relationships with all stakeholders |
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Deep sense of integrity and ethical behaviour |
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High levels of energy, initiative and motivation |
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Strong and proven leadership and team management skills |
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Strong communication, presentation and persuasion skills |
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Excellent command over written and spoken English |
Experience: 6-8 years of overall work experience, with proven track record of handling significant leadership and management responsibilities.
Qualifications: MBA or CA. AMFI Certification. Advanced professional qualifications such as CFP would be desirable but not essential.
Get in touch with us by clicking here >>
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If you have an interest in financial planning and investments, and would like a work environment that offers unparalleled responsibility and flexibility in an atmosphere of integrity and innovation, please get in touch with us. We would love to discuss with you how we can work together to create an organization we can be proud to call our own.
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