Branch Manager

8 hours ago

Jaipur, Rajasthan, India Sun Life Full time
Job Description

- 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.

Key Result Areas:

- To drive thesales targetsfor the branch and build teams as per companys annual target and over all objectives.
- To focus on Revenue & Profitability with achievement of target and Yield management.
- To maximizebranch profitsby achieving targeted fee income & effective cost management.
- Acquiring newLarge trader clients (direct)and increase theDigital ClientBase.
- 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.
- To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth.
- To increase the dealers productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders.

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