Job Description:

Job Title: AM/DM/Manager – Branch Business

Department: Branch Business

Reports to: (Direct) Group Head

People Management Responsibility- Yes

Position Purpose :

Driving business thru Team of RM/AM/SE/IS and helping the branch to achieve advisory product targets .

Responsibilities

• Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee.
• Will be responsible for achieving surplus through Current Business development. Should focus on all the products including equity, derivatives (F&O;), currency, commodities, MF & PMS.
• Will be responsible for taking initiatives for building brand in the locality. Should be responsible for expansion of client base including (HNI, Ground, and Web).
• Develop business through appointment of new franchisees in the territory.
• Will be responsible for achieving brokerage productivity per RM
• Will be responsible for achieving brokerage productivity per client (HNI and Retail) & achieve client profitability.




• Should ensure adherence to all compliance as laid down by Risk and Compliance.
• Should ensure harmonious relationships with employees & team members & take initiatives to build employees capability.
• Responsible to achieve all advisory product targets of branch.
• Will be responsible for cross selling third party products for the branch
• Should help branch team achieve their productivity as defined by company
• Gather assets in products as defined in KPI
• To Drive business thru Team of RM/AM/SE/IS
• Maintain I/E Ratio from Direct business & franchisee business
• Addition of New Revenue/asset by maintaining current revenue
• To ensure adherence to all compliance and company policy .
• Support each Team members to achieve their Target
• Meet/talk to New clients and suggest right product
• Support Franchisee to grow their business

Technical &Behavioural; Competencies

• Candidate should have good understanding & knowledge about the capital market.
• He sho

📌 Branch manager- Stock Broking, Hyderabad, Chennai
🏢 Talent Leads Consultants
📍 Chennai