(01/11/2025) Branch Manager

3 days ago

Tiruchirappalli India HDFC securities Full time

Job Description 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 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 Service - Activation/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 Management - Conduct 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 references Overall Smooth functioning of the branch - Ensuring 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 guidelines - Maintain records of all mapped customers portfolio. - Maintain records of all branch visits/ customer visits. Team management & People Development - Manage 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.

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