Job Requirements:

• Any Graduation & MBA 
• 10-15 years of related and progressive experience in broking, retail, mutual funds, PMS and other structured products and third-party products like Loans, health insurance, Life insurance & bonds.

Job Responsibilities:

• To envisage regional business growth, devise direct sales strategies & optimally allocate branch & product targets.
• To build segment-wise client acquisition strategies and acquire Large “New Trader Clients” and “Digital Client” Base.
• To regularly monitor achievement of Individual employees, branch & regional targets of direct sales
• To develop a high-quality client base through relationship building & CRM measures like customer meets & information sharing.
• To achieve the regional gross contribution & ensure effective cost management
• To engage with the customer servicing teams to continually develop new customer friendly initiatives.
• To benchmark the portfolio-service offerings with the competition and highlight the critical modifications required.
• To formulate a client grievance redressal process for better services & faster TAT
• To help the risk & review team by setting up documentation & risk mitigation mechanisms.
• To supervise and ensure compliance of all critical policies & procedures by the sales team.
• To Cross Sell ABC’s Products & Investment Products to fulfil client’s needs and achieve the desired Profitability from Cross Sell segment.

• To ensure that requisite product & behavioural trainings are imparted in various branches & to channels in conjunction with the HR dept.
• To ensure retention through planned talent management, career progression & performance linked incentives.