Branch Manager

Branch Profitably

Monitor brokerage of the branch / dealer.

Monitors Customer calling / trading.

Monitoring income from other product.

New addition of customer.

Recruitment & Retention

Identify 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.

Customer Service

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.

Relationship Management

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

Overall Smooth functioning of the branch

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.

Database Management

Maintain all records as per guidelines

Maintain records of all mapped customers portfolio.

Maintain records of all branch visits / customer visits.

Team management & People Development

Manage a team of Relationship Managers.

Grooming employees to take up larger roles.

Conduct regular and refresher training of all products for the team.

Adhere to Compliance norms

Ensuring all systems are working fine and as per compliance (CLIP / VRS / Jamoon)

Ensure strict adherence of risk & compliance norms.

Conduct random VRS checks.