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Branch Manager

Branch Manager

TalentAhead

5 - 10 years

8 - 12 Lacs

chennai

Posted:-1 days ago| Platform:

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Skills Required

portfolio management client acquisition client retention revenue generation wealth management branch management relationship management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Acquiring quality clients for Broking & Third-Party Products through networking, data base, market Intelligence, references from existing clients and assigned leads from the organization.

Managing profit centre operations with key focus on bottom line profitability by ensuring optimal utilization of available resources

Responsible for new client acquisition and increasing depth in existing relationships

Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and focus on generating new business

Maintaining channel partner relationship and providing services to new Sub-broker/Franchise/channel partners

Responsible for achieving targets as assigned by the organization on monthly basis

Understands clients risk profile and maximizes the risk vs. reward’ balance for individual clients by optimizing product mix

Provide regular updates to the immediate superior as and when required

Providing training to his team members and new recruits to take up responsibilities and ensure compliance with KYC/SEBI rules, regulations and legislation governing the financial services industry

Ensure compliance of all processes according to company policies/ procedures including audit, RMS, statutory, review daily reports and take proactive action to ensure profitable and ethical business

To keep one self-updated on the financial markets and in advisory products / services in particular

Should have good communication & presentation skills

May have good existing client relationships in the market

Should be a self-starter, proactive & target oriented

Should possess strong networking & relationship building skills

Should Mentor junior employees and lead a team

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