Financial Growth Specialist

1 day ago

Ludhiana, Punjab, India beBeePortfolio Full time ₹ 1,04,000 - ₹ 1,30,878
Investment Portfolio Manager

Achieve revenue growth and profitability by upselling to existing clients and acquiring new ones.

  • Key Responsibilities:
  • To drive sales targets for the branch, build a team of relationship managers, and ensure they meet their targets.
  • To focus on maximizing profits through effective cost management, achieving fee income targets, and acquiring new large trader clients.
  • To increase digital client base and achieve respective branch gross revenue through offline and online platforms.
  • To plan and execute local initiatives to ensure business momentum and direction.
  • To engage in innovative business planning activities to increase client acquisition and branch profitability.
  • To monitor individual and team performance and take corrective action to improve productivity.

Cross-Sell of Products

  • To attain multi-product targets at the branch by regularly attending trainings and learning about alternate products.
  • To increase business through cross-selling initiatives and innovative product mixes.
  • To use alternate products to activate inactive customers.

Branch Administration and Operations

  • To monitor and foster all daily operations of the branch.
  • To handle a team of dealers/relationship managers and customer service executives.
  • To ensure security of physical assets and oversee adherence to risk compliance policies.

Customer Management and Engagement

  • To plan and execute local area programs and referrals.
  • To disseminate research-based advisory services to clients.
  • To focus on retention of customers, higher revenue generation, and referral activities.
  • To continuously scan the local market penetration and competitive offerings.
  • To ensure proper implementation of lead management systems.

Risk Management and Policy Adherence

  • To ensure adequate compliance with KYC norms and regulatory compliances.

Team Building, Engagement, and Development

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