Branch Manager, Surat

Job Title:

Branch Manager /Dy. Manager 

Date:

Department:

Branch Business

Location:

Sub Department

BM’s 

Reports to:

(Direct)

Grade: 

(if applicable)

(Functional)

People Management Responsibility (Y/N)

Y

Number of Direct Reportees:

Y

Position Purpose

Provide a brief description of the overall purpose of the position, why this position exists and how it will contribute in achieving the team’s goal.

Responsibilities

Direct Responsibilities

Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee. 

Will be responsible for achieving surplus through New Business development. Should focus on all the products including equity, derivatives (F&O), currency,commodities, MF & PMS. 

Will be responsible for taking initiatives for building ShareKhan brand in the locality. 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 productivity per RM

Will be responsible for achieving brokerage productivity per client (HNI and Retail) & achieve client profitability. 

Should ensure adherence to all compliance as laid down by Risk and Compliance. 

Should ensure harmonious relationships with employees & team members & take initiatives to build employees capability.

Contributing Responsibilities

• Responsible to achieve all advisory product targets of branch.

• Will be responsible for cross selling third party products for the branch

• Should help branch team  achieve their productivity as defined by company

• Gather assets in products as defined in KPI

• To Drive business thru Team of RM/AM/SE/IS 

• Maintain I/E Ratio of 3:1 from Direct businesss & 4:1 including  franchisee business

Technical & Behavioural Competencies

• Candidate should have good understanding & knowledge about the capital market.  He should be well networked in the market & must have ability to push ideas to Branch/ franchisee/HNI Clients. Should have excellent communication skills, should be persuasive & presentable

Specific Qualifications (if required)

• C.A/ MBA with 5 years experience in a broking Firm

• NCFM Qualified 

• At least 1 yr exp as branch Manager

Skills Referential

Behavioural Skills: (Please select up to 4 skills)

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