Job
Description
You will be responsible for achieving revenue growth and profitability to upscale the branch by driving sales targets, focusing on revenue & profitability, maximizing branch profits, acquiring new clients, and maximizing branch revenue through offline and online platforms. Additionally, you will need to plan and execute local level initiatives, engage in new business planning activities, monitor individual and team performance, and take steps to improve productivity. You will also manage online transition & dealer productivity to ensure client profitability by transitioning clients to mobile/web/exe platform, increasing dealer productivity, acquiring & servicing large traders, and building temporary funding through HNI/large traders. Your role will involve ensuring cross-sell of products by attaining multi-product targets, attending trainings to learn about alternate products, increasing business through cross-selling initiatives, and using alternate products to activate inactive customers. You will be responsible for managing day-to-day branch administration and operations for smooth functioning, handling a team of dealers/relationship managers and customer service executives, ensuring security of branch assets, and overseeing adherence to risk compliance and statutory compliance policies. Customer management & engagement will be another key aspect of your role, including executing local area programs and referrals programs, disseminating research-based advisory services to clients, focusing on retention of customers, higher revenue generation, and referral activities, scanning the local market penetration & competitive offerings, ensuring proper implementation of lead management system (LMS) & IMS, maintaining up-to-date client records, and ensuring speedy resolution of client queries and grievances. Furthermore, you will need to ensure effective risk management & policy adherence by ensuring compliance to KYC norms, processes & documentation, and adherence to all regulatory compliances & critical policies set by the HO. Team Building, Engagement & Development will also be an essential part of your responsibilities. The key skills required for this role include Risk Management, Team Building, and Product Management. Experience required for this role is 4.00-9.00 Years. You will be responsible for achieving revenue growth and profitability to upscale the branch by driving sales targets, focusing on revenue & profitability, maximizing branch profits, acquiring new clients, and maximizing branch revenue through offline and online platforms. Additionally, you will need to plan and execute local level initiatives, engage in new business planning activities, monitor individual and team performance, and take steps to improve productivity. You will also manage online transition & dealer productivity to ensure client profitability by transitioning clients to mobile/web/exe platform, increasing dealer productivity, acquiring & servicing large traders, and building temporary funding through HNI/large traders. Your role will involve ensuring cross-sell of products by attaining multi-product targets, attending trainings to learn about alternate products, increasing business through cross-selling initiatives, and using alternate products to activate inactive customers. You will be responsible for managing day-to-day branch administration and operations for smooth functioning, handling a team of dealers/relationship managers and customer service executives, ensuring security of branch assets, and overseeing adherence to risk compliance and statutory compliance policies. Customer management & engagement will be another key aspect of your role, including executing local area programs and referrals programs, disseminating research-based advisory services to clients, focusing on retention of customers, higher revenue generation, and referral activities, scanning the local market penetration & competitive offerings, ensuring proper implementation of lead management system (LMS) & IMS, maintaining up-to-date client records, and ensuring speedy resolution of client queries and grievances. Furthermore, you will need to ensure effective risk management & policy adherence by ensuring compliance to KYC norms, processes & documentation, and adherence to all regulatory compliances & critical policies set by the HO. Team Building, Engagement & Development will also be an essential part of your responsibilities. The key skills required for this role include Risk Management, Team Building, and Product Management. Experience required for this role is 4.00-9.00 Years.
