Key Responsibilities

Cluster-Manager Job Responsibility

KEY RESPONSIBILITIES AREA

1. Sales & Revenue Management

• Drive sales targets across assigned branches or clusters for all broking products (Equity, F&O, Commodities, MF, etc.).
• Ensure consistent revenue generation and improvement in profitability.
• Monitor product-wise sales performance and implement corrective actions.
  

2. Team Leadership & Productivity

• Lead and manage a team of Branch Managers, Sales Managers, and Relationship Managers.
• Set clear goals, performance KPIs, and review mechanisms for each team member.
• Drive training, motivation, and capability-building initiatives.
  

3. Client Acquisition & Expansion

• Oversee acquisition strategies to onboard new retail and HNI clients across the cluster.
• Ensure increased client activation, trading volume, and AUM.
• Monitor lead generation and conversion efficiency across branches.
  

4. Channel Development

• Identify, appoint, and activate sub-brokers, Authorized Persons (APs), and franchisee partners.
• Improve partner productivity and ensure consistent contribution from all active partners.
• Organize engagement and training activities for channels.
  

5. Compliance & Operational Excellence

• Ensure 100 PERCENT adherence to SEBI, Exchange, and internal compliance policies.
• Conduct regular audits and process checks across all branches.
• Ensure proper documentation (KYC, risk profiling, agreements) and client handling protocols are followed.
  

6. Market Intelligence & Strategy

• Analyze competitor performance and local market trends.
• Share client feedback and product requirements with central/product teams.
• Support regional and zonal sales heads in strategic planning and forecasting.
  

7. Branch Operations & Collaboration

• Act as a bridge between branches and central functions (operations, research, compliance).
• Ensure smooth functioning of day-to-day operations at branch/cluster level.
• Drive excellence in client experience across all touchpoints.
  

8. Reporting & MIS

• Provide daily/weekly/monthly sales performance updates to regional leadership.
• Ensure CRM, sales dashboards, and internal reporting tools are updated accurately.
• Maintain transparency in data reporting and forecasting.
  

Regards

Qualification

Graduate/PG 8-12 Yrs Experience In Stock Broking Required.

Package

Locations