કામનું વર્ણન

Role overview

This position is responsible for overseeing branch operations, expanding business within the local geography, improving client service, and driving revenue and brokerage growth. The role covers broking services as well as other investment offerings such as mutual funds, life insurance, and health insurance.

Team leadership and development

Build a proactive, sales-oriented team and help each member strengthen the skills needed to meet their targets.
Connect with competitor teams and map talent available in the market.
Keep the branch team engaged, motivated, and aligned so attrition remains low.
Make sure relevant product and behavioral training is delivered regularly.

Risk control and policy compliance

Maintain proper compliance with KYC requirements, customer profiling processes, and documentation standards.
Follow all regulatory requirements and head office policies without deviation.

Customer management and engagement

Design and run local outreach programs and referral initiatives.
Share research-backed advisory guidance with clients based on inputs from the internal research team.
Focus on customer retention, stronger revenue generation, and referral conversion.
Track local market penetration, competitor activity, and product trends, then report important developments.
Ensure the lead management system and IMS are implemented correctly at branch level with support from the head office team.
Keep client records current, including financial information and contact details, and review them through periodic data analysis.
Resolve customer queries and complaints quickly to improve satisfaction.

Branch operations and administration

Oversee day-to-day branch activities and ensure the office runs smoothly.
Manage dealers, relationship managers, and customer service executives, while keeping them focused on performance goals.
Protect the branch’s physical assets.
Ensure risk, statutory, and compliance requirements are consistently followed.

Cross-sell and product expansion

Drive achievement of multi-product targets across the branch.
Keep yourself and the branch team updated through regular product training on alternate offerings.
Use cross-selling and product-mix strategies to grow business.
Re-engage inactive customers using alternate products.

Digital adoption and dealer productivity

Migrate existing and new clients to mobile, web, and executive platforms to improve dealer capacity.
Raise dealer productivity by attracting and servicing large traders and building temporary funding relationships with HNI and large trader clients.

Revenue growth and profitability

Deliver branch sales targets in line with annual business goals.
Improve revenue and profitability through target achievement and yield management.
Increase branch profit by meeting fee income goals and managing costs effectively.
Acquire direct large-trader clients and expand the digital client base.
Generate branch gross revenue through both offline and online channels.
Plan and execute local initiatives that keep business momentum strong.
Develop innovative local business plans to improve acquisition and branch profitability.
Monitor individual and team performance, and correct gaps where needed.

Additional information

The role focuses on branch-level growth, client servicing, compliance, and multi-product business development across the assigned geography.

Area Manager

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