Job Description
Roles and Responsibilities
Revenue & cost - Branch revenue to be 3.5 times of the branch cost.Half of the branch salary cost to be generated from TPP products/ Currency
Product - Equity/ Currency/ TPP and any other new launch. Customers - Ensure proper
segregation for OWS and TWS customers to the RMs. Average of 30-35 active clients mapped
per dealer. Manpower (Nos.) - Ensure reasonable capacity utilization of seats. Mapping
adequate no. of customers to the OWS and TWS.
Geography - Manage the clients in the locality within the said radius.
- Ensure branch productivity,
- Monitor brokerage of the branch/dealer.
- Monitors Customer calling/trading.
- Monitoring income from other product.
- New addition of customer.
- 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.
- 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
- Ensuring all systems are working fine and as per compliance (CLIP/ VRS/ Jamoon)
- Ensure strict adherence of risk & compliance norms.
- Conduct random VRS checks.
Detailed JD will be discussed upon selection.
Desired Candidate Profile
- Candidate should have minimum 5-10 years in the relevant field.
- Must have team handling experience in Banking/Broking companies.
- Should have atleast 3 years as a Branch Manager / Team Leader.
- Must be a Graduate with good communication skills.
Perks and Benefits
CTC is not a constraint for the right candidate.
- Mobile reimbursements
- Travel allowances
- MIP/QIP based on the performance.
Interested candidate can mail to pr*******r@hd****c.com or contact- 7022726***
Job Classification
Industry: Banking
Functional Area: BFSI, Investments & Trading,
Role Category: Life Insurance
Role: Life Insurance
Employement Type: Full time
Education
Under Graduation: Any Graduate
Post Graduation: Any Postgraduate
Contact Details:
Company: HDFC Securities
Address: Office Floor 8,,I Think Techno Campus, Building B, , Alpha,Near Kanjurmarg Station, Opp. Crompton Gre, aves,,Kanjurmarg East, MUMBAI, Maharashtra, India
Location(s): Madurai
Keyskills:
Team Management
Team Handling
Sales
Branch Management
Client Relationship Management
Business Development