Designation: Senior Manager

Location: India Telangana Hyderabd–DegaTowers,Somajiguda

Organization: Financial Services
Job Description:
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 fina

📌 Branch manager (Telangana)
🏢 Aditya Birla Group
📍 Telangana