- Increasing the client base, revenue and market share in the branch.
- Increase the Pool & Base of UHNI, Large Self Trader clients and corporate customers, with the Team and Personal Network.
- Ensuring Dealer Productivity is as per the defined standards
- Manage relationships across the set of HNI clients and Corporate investors
- Cross Sell ABCs Products & Investment Products to attain clients needs and desired Profitability from Cross Sell segment.

Key Result Areas:

- To drive the sales targets for the branch and build teams as per companys 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 recent 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.
- To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth.
- To increase the dealers productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders.

📌 Branch Manager (Jaipur)
🏢 Sun Life
📍 Jaipur