Leading Broking Firm
Area Head Retail Branch
Bengaluru
Position Overview: Drive business and achieve targets through allocated region/area. Implement strategies for achievement of Business objectives of expansion of book size, Profitability, Portfolio management, improving functional capabilities and team building. The product portfolio includes broking, mutual funds, PMS and other structured products and third-party products like Loans, health insurance, Life insurance & bonds.
Job Requirements: Post Graduation or MBA / CA 10-15 years of related and progressive experience in broking, retail, mutual funds, PMS and other structured products and third-party products like Loans, health insurance, Life insurance & bonds.
Job Responsibilities: To envisage regional business growth, devise direct sales strategies & optimally allocate branch & product targets. To build segment-wise client acquisition strategies and acquire Large New Trader Clients and Digital Client Base. To regularly monitor achievement of Individual employees, branch & regional targets of direct sales To develop a high-quality client base through relationship building & CRM measures like customer meets & information sharing. To achieve the regional gross contribution & ensure effective cost management To engage with the customer servicing teams to continually develop new customer friendly initiatives. To benchmark the portfolio-service offerings with the competition and highlight the critical modifications required. To formulate a client grievance redressal process for better services & faster TAT To help the risk & review team by setting up documentation & risk mitigation mechanisms. To supervise and ensure compliance of all critical policies & procedures by the sales team. To Cross Sell ABC's Products & Investment Products to fulfil client's needs and achieve the desired Profitability from Cross Sell segment. To ensure that requisite product & behavioural trainings are imparted in various branches & to channels in conjunction with the HR dept. To ensure retention through planned talent management, career progression & performance linked incentives.
Job Type: Full-time
Pay: 1,800,
- 00 - 2,100,000.00 per year
Jadwal: - Day shift
Experience:
- total work: 10 years (Required)
Work Location: In person
