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Role & responsibilities

Company: Geojit Financial Services

1. Position: Branch Manager

Report to: Regional Head

Locations - Chennai, Cuddalore, Bagalkot, Davanagere, Shimoga

Prime Responsibility Managing Branch as Profit Center by revenue generation across all Products & Services

1. Client Acquisition & Client Retention

2. Achieving Monthly Targets & comparing it with benchmark across product line

3. Attending daily morning conference call & discussing it with the colleagues

4. Special thrust on acquiring HNIs & Corporate clients

5. Meeting HNI clients to built the rapport

6. Identifying the weak areas & providing solutions to those areas

7. Daily Meeting with the colleagues on market outlook, sharing market information, ensuring active participation from all

8. Analysing & comparing the branch performance with other branches

9. Motivating & guiding the branch colleagues

10. Active interaction with clients to improve the business regularly

11. Managing the client grievances

12. Curbing Trade Errors & implementing proper risk management policy (Debits & Debit Collection)

13. Keeping up with the regulatory & compliance issues from time to time

14. Ensuring smooth & cost effective operation in the branch (Pay-In, Pay-Out,



reducing expenses, etc)

15. Assessing performance of each employee as compared to Targets given on monthly basis

16. Providing training & solving queries of colleagues

17. Working in Team

18. Reporting all the activities to the Regional Manager from time to time

19. Organizing Investor meets/seminars in co-ordination RM, SH & HO

20. Responsible for hygiene in the branch

21. Ensuring safe & secure working environment for all employees especially women

22. Ensuring that the employees are fully compliant with the Code of Conduct of the company, the regulator & the exchanges

23. Ensuring safe use if computers & the other gadgets provided by the company

Certification Preferred : Graduate with NISM Certification

Experience : 6 years and above

2. Position: Equity Dealer

Report to: Regional Head

Locations - Bangalore, Chennai, Vellore, Krishnagiri, Shimoga.

Reporting to : Branch Manager

Experience: 1 year and above( no freshers)

Salary : 25k to 35k per month

Prime Responsibility:

1. Excute order on behalf of clients

2. Advise clients where to invest

3. Build good relationship with clients

4. Focus on profitability of clients

5. NISM 8 certificate is mandatory

Thanks

📌 Branch Manager and Equity Dealer in Tamil nadu and Karnataka (Chennai)
🏢 QRN Services
📍 Chennai