Please find JD for BH.

Essential Duties and Responsibilities:

1. Business & People Related Responsibilities:

Ensure growth of the branch revenue, profitability and sustainability through client interaction

and branch team management.

Arrange regular investor interactions and meetings to enhance relationship value and expand

the client base.

Engage with HNIs, recent prospects and important customers of the branch to ensure customer

satisfaction, and brand visibility.

Identify suitable talents for recruitment for placing the best available talent.

Provide appropriate handholding to new joiners and support with training and guidance to

ensure that branch staff are fully equipped with knowledge, and they stay updated.

Help and guide team to resister for and get necessary certification and thus improve skill.

Engage with team and ensure retention of team colleagues. Own ones team.

Execution of lead generation activities and investor awareness programmes.

Assess branch performance through periodic reviews based on metrics like revenue per





employee and branch profitability, as well as weekly reviews.

Gather market intelligence and competitor analysis, which shall aid him/her in improving

business.

Maintain adequate internal/external audit scores.

Incorporation of ESG (Environmental-Social-Governance) principles into Business practices.

2. Administration & Systems Related Responsibilities:

Ensure timely payment of Annual Maintenance Costs (AMC) for all assets in order to maintain

business continuity.

Ensure proper digital hygiene for all users and their devices.

Liaison with vendors and ensure smooth operation of the branch.

Conduct regular checks to ensure proper functioning of all branch equipment, both electrical

and non-electrical.

Ensure regular follow-up and updating in CRM for the branch team.

Report the need for replacement of outdated assets or scrap items to the designated committee

or the Administrative department in Head Office.

Uphol

📌 Branch Manager (Ahmedabad)
🏢 Hirve
📍 Ahmedabad