Job Responsibility:

• Leading a team of Relationship Managers
• Responsible for revenue generation for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS,) to the clients.
• Should be well verse with capital market and strong hold on equities.
• Straitening monthly business along with driving daily revenue and other KRA’s . Review every 15 days on set targets also attends their queries or issues if any. Join them on large client meet.
• Co-coordinating with RMs on regular basis for client sourcing with team, taking seminars for branch customers. Also co-ordinations for day to day activity.
• Motivating the team to achieve business target
• Handling new client queries and acting as the face of the business.
• Working with the sales and marketing team to drive sales forward.
• Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets.
• Weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff.
• Praise team members and creates positive work environment. Ensuring all administrative and IT records are entered and updated correctly. Providing prompt and accurate information on individual performance.
• Revenue generation for the branch as well as the customer relationship management responsible for P&L of the branch.