BM_Retail_Kolkata

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 and grievances to maximize

satisfaction levels.

KRA4 To effectively manage day to day branch

administration and operations for smooth

functioning of the branch To monitor and foster all daily operations of

the branch

• To handle a team of Dealers/Relationship
  
  

managers and Customer Service executives

and motivate them in target achievements.

• To ensure security of the physical assets of
  
  

the branch.

To oversee and ensure adherence to the

Risk compliance and statutory compliance

policies

KRA5 To ensure Cross Sell of ABC Products To ensure multi product targets are

attained at the branch.

• To regularly attend trainings and learn
  
  

About The Alternate Products Offered And

ensure all branch employees attend training

& are aware of alternate products.

• To increase business through cross-selling
  
  

initiatives & innovative product mixes.

• To use alternate products to activate
  
  

inactive customers.

KRA6 Manage Online Transition & Dealer Productivity

to ensure client profitability To transition existing & new clients to

Mobile/Web/Exe platform so as to optimize

dealer bandwidth.

• To increase the dealer’s productivity by
  
  

acquiring & servicing Large Traders and

building a temp funding through HNI/ Large

Traders.

KRA7 Achieve the revenue growth & profitability to

upscale the branch To drive the sales targets for the branch

and build teams as per company’s annual

target and over all objectives.

• To focus on Revenue & Profitability with
  
  

achievement of target and Yield

management.

• To maximize branch profits by achieving
  
  

targeted fee income & effective cost

management.

• Acquiring new Large trader clients (direct)
  
  

and increase the “Digital Client” Base.

• To achieve the respective Branch gross
  
  

revenue through offline and online platform

• To plan and execute various local level
  
  

initiatives to ensure business momentum

and direction.

• To engage in new and innovative business
  
  

planning activities locally to increase client

acquisition and Branch profitability.

• To monitor individual and team
  
  

performance and take steps to improve

productivity and correct deviations if any.

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