Amit Jadon
Sr. Branch Head |Geojit Investments ltd | Ex Kotak securities | Ex Motilal oswal | Broking | Team lead
- Role
- Sr Branch Head at Geojit
- Location
- Gwalior, MP, IN
- LinkedIn followers
- 500 followers
About Amit Jadon
Experienced Sr. Branch Head with Proven Strength in Franchise Acquisition & …
Experience
Sr Branch Head
Oct 2025 — Present · Gwalior, IN
Key Responsibilities:Managing the branch as a Profit Centre, driving revenue across equity, derivatives, mutual funds, and other financial products.Leading and mentoring a team of Relationship Managers, Dealers, and Support Staff to achieve sales and service targets.Acquiring and retaining clients (Retail & HNI) while ensuring strong client servicing and relationship management.Overseeing branch operations including account opening, documentation, trade processing, settlements, pay-ins/pay-outs.Ensuring full compliance with SEBI, NSE, BSE, NSDL, and CDSL regulations, along with internal audit norms.Monitoring branch performance through regular reviews of volumes, revenue, cost, and client metrics.Handling client escalations, resolving grievances, and ensuring high customer satisfaction.Conducting business development activities such as local tie-ups, investor meets, and promotional campaigns.Reporting branch performance, forecasts, and strategies to regional and senior management.
Education
Jiwaji University (JU), Gwalior
Bachelor of Business Administration - BBA, B.B.A
2012 — 2015
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