Branch Manager(Broking)-8-10 Yrs

Name: Branch Manager (Broking) - Inorganic

Job Role: Head of Branch / Unit

Department: Sales ; Location: Kolkata

Years of Experience: 8-10 years

Job Description / Key Responsibilities:

❖ Acquire new direct clients either through contacts, reference or any other source - (min 5 KYCs per month).

❖ Responsible for revenue generation / brokerage for the branch- (3x min).

❖ Responsible to achieve the team target and manage profitability of the branch.

❖ Using internal research calls to generate brokerage.

❖ Managing a team of relationship managers, dealers and back office-Will be responsible for achieving brokerage productivity per RM.

❖ Channel Partner:

➢ Acquire channel partner relationship in the assigned territory.

➢ Training & Hand holding of partners.

❖ Ensure compliance with all regulatory requirements and company policies.

❖ Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch.

❖ Provide regular updates to the immediate superior as and when required.

❖ Error-free trade execution, resolving queries and providing solutions in a timely manner.

❖ Cross selling of third-party products - MF, NCD, PMS, AIF, etc.

❖ Providing post sales services to clients.

Minimum Educational Requirement: Minimum Graduate in any discipline, Post Graduate preferred

Key Result Area (KRA):

Revenue

Dealing Desk

Documentation

Regulatory Requirement

Customer Service

Key Performance Indicators(KPI):

Revenue Target achieved

100% error free dealing

Up-to-date with documentation

100% ethical selling

Zero Customer complaints

Organization- based Competencies:

Data Driven

Sense of Ownership

Team Player

Quality of Output

Financial Acumen

Technical Competencies:

Business Acumen

Analytical Skills

Product Knowledge

Regulatory Knowledge

Stock Market Knowledge

Behaviour-based Competencies:

Communication skills

People Management

Customer Service

• Experience

  8 - 10 Years

• No. of Openings

  1

• Education

  Post Graduate (M.B.A/PGDM)

• Role

  Branch Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office