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BM-Stock Broking / PF Management
ConfidentialLucknow8 days ago
Job descriptionTo 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 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 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 plan and execute local area programs and referrals programs To disseminate research based advisory services to clients based on recommendations given by Inhouse 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 adequate compliance to KYC norms, processes & documentation for client profiling. To ensure adherence of all regulatory compliances & critical policies set by HO.
Preferred candidate profile
Achieve the revenue growth & profitability to upscale the branch
- To drive the sales targets for the branch and build teams as per companys 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
Manage Online Transition & Dealer Productivity to ensure client profitability
To ensure Cross Sell of Products
To effectively manage day to day branch administration and operations for smooth functioning of the branch
To ensure customer management & engagement
To ensure effective risk management & policy adherence
Team Building, Engagement & Development
Skills Required
Risk Management, Team Building, Product Management
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Management • Lucknow
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