ob Purpose
To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance.
Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)KRA1Team Building, Engagement & Development• To build a Sales Driven proactive team and enhance their capabilities by regularly imparting relevant knowledge and skills required for the Equity Advisors to achieve their goals efficiently.
• Meeting the Competition Teams and doing Competition Talent Mapping.
• Engaging the teams and keeping them engaged and motivated and ensuring that there is minimum attrition in the branches.




• To ensure that requisite product & behavioral trainings are imparted.KRA2To ensure effective risk management & policy adherence• To ensure adequate compliance to KYC norms, processes & documentation for client profiling.
• To ensure adherence of all regulatory compliances & critical policies set by HO.KRA3To ensure customer management & engagement• To plan and execute local area programs and referrals programs
• To disseminate research based advisory services to clients based on recommendations given by In-house Research team.
• To focus on retention of customers, higher revenue generation and referral activities.
• To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines.
• To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team.
• To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis
• To ensure speedy resolution of cl

📌 Area Manager (Navrangpura)
🏢 Financial services
📍 Navrangpura