Job Description
Position / Job TitleBranch ManagerDesignationAssistant Manager/ Deputy ManagerDepartment Branch DealingSub Department SalesReporting To (title) Cluster head/ State HeadSuperiors Superior (title) Regional Head Location Across IndiaDate
1. Job Purpose
Manage branch operations to achieve targeted sales turnover of the assigned branch and adhering to regulatory compliance.
1. Dimensions
*what are the areas (in quantitative terms) the job has an impact on?*
S.No.ParametersRemark1Revenue & costBranch revenue to be 3.5 times of the branch cost.
Half of the branch salary cost to be generated from TPP products/ Currency
2ProductEquity/ Currency/ TPP and any other recent launch.3CustomersEnsure proper segregation for OWS and TWS customers to the RMs.
Average of 30-35 active clients mapped per dealer.
4Manpower (Nos.)Ensure reasonable capacity utilization of seats.
Mapping adequate no. of customers to the OWS and TWS.
5GeographyManage the clients in the locality within the said radius.
1. Job Context & Major Challenges
*What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Department/Zone?*Context:
In our business the Branch manager needs to be in constant touch with his dealers to monitor the business brokerage / number of customer called / traded / NCA / customer service /other Admin issue / Progress on TPP products / Any other management initiative / recruitment in the branches / Hand holding the team / aligning the team with the Bank/ Product training / Helping-Guiding the team for all the certification needed to sell any other product time to time. Apart from that he needs to even be in touch with the local bank team for reference of new accounts. Most of this is time sensitive as it Is linked to the market timings.
Challenge:
1. Hiring and retaining qualified resources in branches, especially those in remote locations.
2. Administrative challenges to ensure that relevant documents for the customers a