Branch Manager
2 weeks ago
Role & responsibilities
Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee for wealth business and broking business.
Would be responsible for achieving Revenue, Incremental SIP & Net Equalized Assets (LS) targets for the branch with help of respective Relationship Manager (Wealth & Equity Rms).
Should meet all UHNI & Corporate Clients of respective branch and franchisee.
Will be responsible for achieving branch profitability.
Will be responsible for achieving a surplus through New Business development by directing New Business development teams in Asset Gathering.
Should focus on all the products including equity, derivatives (F&O), Margin Trading Funding (MTF), currency, commodities, MF, AIF, Advisory, PMS etc.
Should be responsible for expansion of client base including (HNI, Ground, and Web).
Develop business through appointment of new franchisees in the territory.
Will be responsible for achieving brokerage revenue as per defined targets for branch through Equity Relationship Managers.
Should ensure adherence to all compliances as laid down by Risk and Compliance teams in the Organisation.
Should ensure training of team members in building Asset gathering skills, and take initiatives to build employees capability.
Preferred candidate profile
- Graduate or above with 10 years or more relevant experience. Must be from Wealth Management sector. Excellent communication and capability of team handling
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