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 an

📌 BM_Retail_Kolkata (India)
🏢 ABC - Aditya Birla Money
📍 India