Job openings for Branch Manager in Kolkata

Name: Branch Manager (Broking) - Inorganic
Job Role: Head of Branch / Unit
Department: Sales ; Location: Kolkata
Years of Experience: 8-10 years
Job Description / Key Responsibilities:
❖ Acquire new direct clients either through contacts, reference or any other source - (min 5 KYCs per month).
❖ Responsible for revenue generation / brokerage for the branch- (3x min).
❖ Responsible to achieve the team target and manage profitability of the branch.
❖ Using internal research calls to generate brokerage.
❖ Managing a team of relationship managers, dealers and back office-Will be responsible for achieving brokerage productivity per RM.
❖ Channel Partner:
➢ Acquire channel partner relationship in the assigned territory.
➢ Training & Hand holding of partners.
❖ Ensure compliance with all regulatory requirements and company policies.
❖ Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch.
❖ Provide regular updates to the immediate superior as and when required.
❖ Error-free trade execution, resolving queries and providing solutions in a timely manner.
❖ Cross selling of third-party products - MF, NCD, PMS, AIF, etc.
❖ Providing post sales services to clients.
Minimum Educational Requirement: Minimum Graduate in any discipline, Post Graduate preferred
Key Result Area (KRA):
Revenue
Dealing Desk
Documentation
Regulatory Requirement
Customer Service
Key Performance Indicators(KPI):
Revenue Target achieved
100% error free dealing
Up-to-date with documentation
100% ethical selling
Zero Customer complaints
Organization- based Competencies:
Data Driven
Sense of Ownership
Team Player
Quality of Output
Financial Acumen
Technical Competencies:
Business Acumen
Analytical Skills
Product Knowledge
Regulatory Knowledge
Stock Market Knowledge
Behaviour-based Competencies:
Communication skills
People Management
Customer Service