Branch Manager

2 weeks ago


tiruchirappalli, India HDFC securities Full time

AccountabilitySupporting ActionsBranch 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 referencesOverall 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 ManagementMaintain 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.


  • Branch Manager

    2 weeks ago


    Tiruchirappalli, India HDFC securities Full time

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