Key Result Areas  

Supporting Actions  

Achieve the revenue growth & profitability  

• To drive the sales targets for the branch and build teams as per company’s annual target and over all objectives.  

• To focus on Revenue & Profitability with achievement of target and Yield management.  

• To maximize branch profits by achieving targeted fee income & effective cost management.  

• Acquiring new Large trader clients (direct) and increase the “Digital Client” Base.  

• To achieve the respective Branch gross revenue through offline and online platform  

• To plan and execute various local level initiatives to ensure business momentum and direction.  

• To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability.  

• To monitor individual and team performance and take steps to improve productivity and correct deviations if any.  

Online Transition & Dealer Productivity  

• To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth.  

• To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders 

To ensure Cross Sale of Products  

• To ensure multi product targets are attained at the branch.  

• To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products.  

• To increase business through cross-selling initiatives & innovative product mixes.  

• To use alternate products to activate inactive customers.  

To effectively manage day to day branch administration and operations  

• To monitor and foster all daily operations of the branch  

• To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements.  

• To ensure security of the physical assets of the branch.  

• To oversee and ensure adherence to the Risk compliance and statutory compliance policies.  

To ensure customer management & engagement  

• To plan and execute local area programs and referrals programs  

• To disseminate research based advisory services to clients based on recommendations given by In-house Research team.  

• To focus on retention of customers, higher revenue generation and referral activities.  

• To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines.  

• To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team.  

• To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis 

• To ensure speedy resolution of client queries and grievances to maximize satisfaction levels.  

To ensure effective risk management & policy adherence  

• To ensure adequate compliance to KYC norms, processes & documentation for client profiling.  

• To ensure adherence of all regulatory compliances & critical policies set by HO.  

Team Building, Engagement & Development  

• To build a Sales Driven proactive team and enhance their capabilities by regularly imparting relevant knowledge and skills required for the Equity Advisors to achieve their goals efficiently.  

• Meeting the Competition Teams and doing Competition Talent Mapping.  

• Engaging the teams and keeping them engaged and motivated and ensuring that there is minimum attrition in the branches.  

• To ensure that requisite product & behavioral trainings are imparted