Branch Manager

3 days ago

Tiruchirappalli, India HDFC securities Full time

Branch ProfitablyMonitor brokerage of the branch/dealer.Monitors Customer calling/trading.Monitoring income from other product. New addition of customer.Recruitment & RetentionIdentify certified candidates suitable for hiring. Coordinate with recruitment team for speedy on boarding.Handholding the team for better performance.Align team members with the process and norms of the company.Counseling & motivating the team members.Conduct team meetings to understand their work experience and offer resolution. Customer ServiceActivation/Managing of the customer in the branch.Resolving customer concerns.Ensuring customer satisfaction across all levels.Update top customers of all branches of event/market movements.Coordinating with research team for advice/review of portfolio for top customers on regular basis.Relationship ManagementConduct joint visits to customers and HDFC Bank branch with the Relationship Managers for maintaining and building the relationship.Maintaining relations with Cluster Heads from HDFC Bank.Coordinate with product/retail team for support.Coordinating with the local bank branch for customer referencesOverall Smooth functioning of the branchEnsuring proper infrastructure/IT in the branch.Ensuring adherence of company norms, processes and regulations.Ensuring coordination and cordiality between each member/department of the branch.Ensure branch is well maintained and clean.Ensure connectivity in the branch.Database Management Maintain all records as per guidelinesMaintain records of all mapped customers portfolio.Maintain records of all branch visits/ customer visits.Team management & People DevelopmentManage a team of Relationship Managers.Grooming employees to take up larger roles.Conduct regular and refresher training of all products for the team.Adhere to Compliance norms Ensuring all systems are working fine and as per compliance (CLIP/ VRS/ Jamoon)Ensure strict adherence of risk & compliance norms. Conduct random VRS checks.

  • Branch Manager

    1 day ago

    Tiruchirappalli, India HDFC securities Full time

    Branch Profitably- Monitor brokerage of the branch/dealer. - Monitors Customer calling/trading. - Monitoring income from other product. - New addition of customer.Recruitment & Retention- Identify certified candidates suitable for hiring. - Coordinate with recruitment team for speedy on boarding. - Handholding the team for better performance. - Align team...

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