Branch LeaderHDFC securities • Mangaluru, Republic Of India, IN
Branch Leader
HDFC securities • Mangaluru, Republic Of India, IN
18 hours ago
Job descriptionIdentify certified candidates suitable for hiring. Coordinate with recruitment team for speedy on boarding. Handholding the team for better performance. Align team members with the process and norms of the company. Counseling & motivating the team members. Conduct team meetings to understand their work experience and offer resolution. Activation / Managing of the customer in the branch. Resolving customer concerns. Ensuring customer satisfaction across all levels. Update top customers of all branches of event / market movements. Coordinating with research team for advice / review of portfolio for top customers on regular basis. Conduct joint visits to customers and HDFC Bank branch with the Relationship Managers for maintaining and building the relationship. Maintaining relations with Cluster Heads from HDFC Bank. Coordinate with product / retail team for support. Coordinating with the local bank branch for customer references Ensuring proper infrastructure / IT in the branch. Ensuring adherence of company norms, processes and regulations. Ensuring coordination and cordiality between each member / department of the branch. Ensure branch is well maintained and clean. Ensure connectivity in the branch. Maintain records of all mapped customers portfolio. Maintain records of all branch visits / customer visits. Manage a team of Relationship Managers. Grooming employees to take up larger roles. Conduct regular and refresher training of all products for the team. Ensuring all systems are working fine and as per compliance (CLIP / VRS / Jamoon) Ensure strict adherence of risk & compliance norms. Conduct random VRS checks.
Branch Profitably
- Monitor brokerage of the branch / dealer.
- Monitors Customer calling / trading.
- Monitoring income from other product.
- New addition of customer.
Recruitment & Retention
Customer Service
Relationship Management
Overall Smooth functioning of the branch
Database Management
Maintain all records as per guidelines
Team management & People Development
Adhere to Compliance norms
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Branch • Mangaluru, Republic Of India, IN
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