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Job Title: AM/DM/Manager – Branch Business

Department: Branch Business

Reports to: (Direct) Group Head

People Management Responsibility- Yes

Position Purpose :

Driving business thru Team of RM/AM/SE/IS and helping the branch to achieve advisory product targets .

Responsibilities

- Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee.
- Will be responsible for achieving surplus through New Business development. Should focus on all the products including equity, derivatives (F&O;), currency, commodities, MF & PMS.
- Will be responsible for taking initiatives for building brand in the locality. Should be responsible for expansion of client base including (HNI, Ground, and Web).
- Develop business through appointment of recent franchisees in the territory.
- Will be responsible for achieving brokerage productivity per RM
- Will be responsible for achieving brokerage productivity per client (HNI and Retail) & achieve client profitability.
- Should ensure adherence to all compliance as laid down by Risk and Compliance.
- Should ensure harmonious relationships with employees & team members & take initiatives to build employees capability.
- Responsible to achieve all advisory product targets of branch.
- Will be responsible for cross selling third party products for the branch
- Should help branch team achieve their productivity as defined by company
- Gather assets in products as defined in KPI




- To Drive business thru Team of RM/AM/SE/IS
- Maintain I/E Ratio from Direct business & franchisee business
- Addition of New Revenue/asset by maintaining current revenue
- To ensure adherence to all compliance and company policy .
- Support each Team members to achieve their Target
- Meet/talk to New clients and suggest right product
- Support Franchisee to grow their business

Technical &Behavioural; Competencies

- Candidate should have good understanding & knowledge about the capital market.
- He should be well networked in the market & must have ability to push ideas to Branch/ franchisee/HNI Clients.
- Should have excellent communication skills, should be persuasive & presentable.
- Good communication skill
- Team Building/motivating capability

Specific Qualifications (if required)

- C.A/ MBA
- NCFM Certified
- At least 2 to 3 yr exp as branch Manager in broking Frim

Behavioural Skills:

Ability to collaborate / Teamwork

Decision Making

Ability to deliver / Results driven

Attention to detail / rigor

Transversal Skills:

Ability to anticipate business / strategic evolution

Ability to inspire others & generate people's commitment

Ability to develop and leverage networks

Ability to set up relevant performance indicators

Ability to manage / facilitate a meeting, seminar, committee, training...

Education Level: Bachelor Degree or equivalent

Experience Level At least 10 years

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