Job 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.

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)
KRA1 Team 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

KRA2 To 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.

KRA3 To 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 client

qu

📌 BM_Retail_Kolkata (West Bengal)
🏢 Aditya Birla Capital
📍 West Bengal