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

queries and grievances to maximize satisfaction levels.



KRA4 To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch
- To handle a team of Dealers/Relationship

managers and Customer Service executives and motivate them in target achievements.
- To ensure security of the physical assets of

the branch. To oversee and ensure adherence to the

Risk compliance and statutory compliance policies

KRA5 To ensure Cross Sell of ABC Products To ensure multi product targets are attained at the branch.

- To regularly attend trainings and learn

About The Alternate Products Offered And ensure all branch employees attend training & are aware of alternate products.

- To increase business through cross-selling

initiatives & innovative product mixes.
- To use alternate products to activate

inactive customers. KRA6 Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & recent clients to

Mobile/Web/Exe platform so as to optimize dealer bandwidth.

- To increase the dealer’s productivity by

acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders.

KRA7 Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per company’s annual target and over all objectives.

- To focus on Revenue & Profitability with

achievement of target and Yield management.
- To maximize branch profits by achieving

targeted fee income & effective cost management.
- Acquiring new Large trader clients (direct)

and increase the “Digital Client” Base.
- To achieve the respective Branch gross

revenue through offline and online platform
- To plan and execute various local level

initiatives to ensure business momentum and direction.
- To engage in new and innovative business

planning activities locally to increase client acquisition and Branch profitability.
- To monitor individual and team

performance and take steps to improve productivity and correct deviations if any.

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