BM-Stock Broking/PF Management- 12 lacs

3 days ago

Kolkata, West Bengal, India Wego Consultants Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Role & responsibilities

To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance.

Preferred candidate profile

Achieve the revenue growth & profitability to upscale the branch

  • To drive the sales targets for 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 maximize branch profits by achieving targeted fee income & effective cost management.
    • Acquiring new Large trader clients (direct) and increase the "Digital Client" Base.
    • 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

Manage Online Transition & Dealer Productivity to ensure client profitability

  • To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth.
    • To increase the dealer's productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders

To ensure Cross Sell of Products

  • To ensure multi product targets are attained at the branch.
    • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products.
    • To increase business through cross-selling initiatives & innovative product mixes.
    • To use alternate products to activate inactive customers

To effectively manage day to day branch administration and operations for smooth functioning of the branch

  • To monitor and foster all daily operations of the branch
    • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements.
    • To ensure security of the physical assets of the branch.
    • To oversee and ensure adherence to the Risk compliance and statutory compliance policies.

To ensure customer management & engagement

  • To plan and execute local area programs and referrals programs
    • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team.
    • To focus on retention of customers, higher revenue generation and referral activities.
    • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines.
    • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team.
    • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis
    • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels.

To ensure effective risk management & policy adherence

  • To ensure adequate compliance to KYC norms, processes & documentation for client profiling.
    • To ensure adherence of all regulatory compliances & critical policies set by HO.

Team Building, Engagement & Development

Perks and benefits

Upto 12 lacs + Variables

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