Branch Manager Large Financial Services

Job Description / Key Responsibilities

Responsible for revenue generation in terms of brokerage for the branch to achieve the

branch income and manage profitability of the branch

Generate brokerage primarily through advising clients on their equity portfolio for long term

investments as well as positional trading ideas in stocks for short/ medium term

Managing a team of relationship managers dealers and back office and ensure maximum

productivityWill be responsible for achieving brokerage productivity per RM

Lead from front to achieve the targets & Hands on with all types of business reports.

Maintaining channel partner relationship of assigned territory Training & Hand holding of

partners.

Have a business plan for client acquisition and drive the team to achieve the same

Ensure compliance with all regulatory requirements and company policies Should ensure

adherence to all compliance as laid down by Risk and Compliance

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

Provide regular updates to the immediate superior as and when required

Errorfree and smart trade execution resolving queries and providing solutions in a timely

manner

Will be responsible for cross selling of third party products for the branch as per requirement

Addition of New Revenue/asset by maintaining current revenue

Providing post sales services to clients

Key Result Area (KRA) Key Performance Indicators(KPI)

Revenue

Dealing Desk

Documentation

Regulatory Requirement

Customer Service Revenue Target achieved 100% error free dealing Uptodate with documentation 100% ethical selling Zero Customer complaints

Org 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

Behavior based Competencies

Communication skills

People Management

Customer Service

"Revenue Generation","Team Handling","Brokerage","Dealing"