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 to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance.

Responsibilities:

Increasing the client base, revenue and market share in the branch.
Increase the Pool & Base of UHNI, Large Self Trader clients and corporate customers, with the Team and Personal Network.
Ensuring Dealer Productivity is as per the defined standards
Manage relationships across the set of HNI clients and Corporate investors
Cross Sell ABCs Products & Investment Products to attain clients needs and desired Profitability from Cross Sell segment.
Acquiring new Large trader clients (direct) amidst competitive offerings
Ensuring effective management and retention of customers.
Regulator Challenges as regulator is going strict on funding, margins
Effective operational & cost management through Branch Administration
Maintaining multi product focus and equally driving the Cross-Sell Products to the existing and new clients.
Ensuring Risk Compliance - Ensuring risk free and compliant business and ensuring high levels of client satisfaction.
Operational Challenges - Day to day coordination with RMS, Activation Team, Surveillance, day to day approvals W.R.T. to limits, commercials and various other departments for smooth functioning of branch.
Staff Management - Recruitment of individual and teams and keeping the employees engaged thereby putting a control over attrition.

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Branch Manager