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Job Purpose To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch.
The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance.
Key Result Areas
KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)
KRA1 Team Building, Engagement & Development To build a Sales Driven proactive team and
enhance their capabilities by regularly
imparting relevant knowledge and skills
required for the Equity Advisors to achieve
their goals efficiently.
- Meeting the Competition Teams and doing
Competition Talent Mapping.
- Engaging the teams and keeping them
engaged and motivated and ensuring that
there is minimum attrition in the branches.
- To ensure that requisite product &
behavioral trainings are imparted
KRA2 To ensure effective risk management & policy
adherence To ensure adequate compliance to KYC
norms, processes & documentation for
client profiling.
- To ensure adherence of all regulatory
compliances & critical policies set by HO.
KRA3 To ensure customer management & engagement To plan and execute local area programs
and referrals programs
- To disseminate research based advisory
services to clients based on
recommendations given by In-house
Research team.
- To focus on retention of customers, higher
revenue generation and referral activities.
- To continuously scan the local market
penetration & competitive offerings &
report on emerging trends for different
product lines.
- To ensure proper implementation and
usage of Lead management system (LMS) &
IMS at the branch in coordination with HO
team.
- To ensure client records are up to date in
terms of financial details & contact ability
and run data analytics on them on periodic
basis
- To ensure speedy resolution of client
queries and grievances to maximize
satisfaction levels.
KRA4 To effectively manage day to day branch
administration and operations for smooth
functioning of the branch To monitor and foster all daily operations of
the branch
- To handle a team of Dealers/Relationship
managers and Customer Service executives
and motivate them in target achievements.
- To ensure security of the physical assets of
the branch.
To oversee and ensure adherence to the
Risk compliance and statutory compliance
policies
KRA5 To ensure Cross Sell of ABC Products To ensure multi product targets are
attained at the branch.
- To regularly attend trainings and learn
About The Alternate Products Offered And
ensure all branch employees attend training
& are aware of alternate products.
- To increase business through cross-selling
initiatives & innovative product mixes.
- To use alternate products to activate
inactive customers.
KRA6 Manage Online Transition & Dealer Productivity
to ensure client profitability To transition existing & new clients to
Mobile/Web/Exe platform so as to optimize
dealer bandwidth.
- To increase the dealer’s productivity by
acquiring & servicing Large Traders and
building a temp funding through HNI/ Large
Traders.
KRA7 Achieve the revenue growth & profitability to
upscale the branch To drive the sales targets for the branch
and build teams as per company’s annual
target and over all objectives.
- To focus on Revenue & Profitability with
achievement of target and Yield
management.
- To maximize branch profits by achieving
targeted fee income & effective cost
management.
- Acquiring new Large trader clients (direct)
and increase the “Digital Client” Base.
- To achieve the respective Branch gross
revenue through offline and online platform
- To plan and execute various local level
initiatives to ensure business momentum
and direction.
- To engage in new and innovative business
planning activities locally to increase client
acquisition and Branch profitability.
- To monitor individual and team
performance and take steps to improve
productivity and correct deviations if any.