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 current 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 cutting-edge 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