Branch Manager - Galle
📍 Location: Galle | Employment Type: Full-Time | Reports To: Chief Executive Officer
Role Overview
The Branch Manager will be responsible for driving client acquisition and engagement for the Almas Equities Galle branch. This role focuses on acting as an introducer to potential customers, supporting them in understanding the equity market at a basic level, and assisting with account opening and related onboarding processes.
Key Responsibilities
Client Acquisition & Relationship Building
Identify and engage potential clients within the region to introduce the firm's stock broking services.
Build strong local networks and referral channels to increase client onboarding.
Act as the first point of contact for prospects and ensure a positive client experience.
Client Education & Market Awareness (Non-Advisory)
Provide customers with general knowledge about the equity market, trading process, and how stock broking services work.
Conduct basic informational sessions to help clients understand the benefits and risks of equity participation.
Clarify processes and answer client queries without offering investment advice, stock recommendations, or portfolio guidance.
Account Opening & Onboarding
Guide clients through the full account opening process.
Ensure accurate and timely submission of account opening files and coordinate with back-office and compliance teams.
Assist clients with digital onboarding, platform access, and troubleshooting basic platform-related issues.
Branch Operations Support
Support daily branch operations including documentation management, follow-ups, and customer service.
Maintain updated client records, logs, and reports for management review.
Work collaboratively with centralized sales, compliance, and operations teams.
Sales Growth & Reporting
Achieving monthly client acquisition and activity targets.
Provide regular updates on market penetration, pipeline, and client interactions.
Identify opportunities to promote the firm's services and brand within the local market.
Qualifications & Experience
Minimum 4–5 years of experience in sales, customer relations, or financial services.
Exposure to capital markets, banking, or financial products will be an advantage.
Valid registrations as a Investment Advisor will be advantage.
Strong communication, interpersonal, and presentation skills.
Ability to travel within the region as needed.
About Almas
Our strategy is to focus on value positions in companies and industries at the forefront of transformative growth. The foundations of resilience and rational analysis – supported by our clear vision for capital market growth – have established us as a leading asset management company today.
A clear vision for the future forms the basis of all decision-making at Almas, which is complemented by agility in capital allocation to take advantage of the growth opportunities in the market.