marketing & business development activities
o customer acquisition & retention.
o targeting hni and corporate clients for the branch.
o competitors analysis.
o daily morning meetings and discussions with staff.
o review of performance based on various parameters . monthly review - revenue per
employee, branch profitability, etc. and weekly review-volumes, brokerage, client
registrations, etc. (equity, commodity, & distribution).
o organizing weekly investor meets to increase client base.
· hr activities for branch
o monthly training programs for staffs (product related/ communication skills/day-to-day
operations/risk management & compliance) for improving caliber.
o organizing staff happiness activities like quiz, games, etc for motivating branch staff.
o communicating to employees about the important matters concerning the company and
its policies.
o maintaining discipline in the branch and ensuring compliance.
o attend to employee grievances and maintain team spirit and camaraderie in the branch.
· branch operations
o monitoring branch activities like pay in/payouts/customer grievance, etc. on daily basis.
o risk management of trade errors, debtors, etc.
o reporting of branch activities to regional manager from time to time.
general
· strive towards achieving individual goals and thereby the branch and organizational
goals.
· these duties and responsibilities are only illustrative and not exhaustive and are liable to modifications.