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)KRA1Team Building, Engagement & DevelopmentTo 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 impartedKRA2To ensure effective risk management & policy
adherenceTo 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 & engagementTo 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
queries and grievances to maximize
satisfac