BM-Stock Broking/PF Management - Kolkata - Wego Consultants

    Wego Consultants
    Wego Consultants Kolkata

    23 hours ago

    Full time
    Description

    Preferred candidate profile

    Achieve the revenue growth & profitability to upscale the branch

    • To drive the sales targets for the branch and build teams as per companys annual target and over all objectives.
      • To focus on Revenue & Profitability with achievement of target and Yield management.
      • To maximize branch profits by achieving targeted fee income & effective cost management.
      • Acquiring new Large trader clients (direct) and increase the 'Digital Client' Base.
      • To achieve the respective Branch gross revenue through offline and online platform
      • To plan and execute various local level initiatives to ensure business momentum and direction.
      • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability.
      • To monitor individual and team performance and take steps to improve productivity and correct deviations if any

    Manage Online Transition & Dealer Productivity to ensure client profitability

    • To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth.
      • To increase the dealer's productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders

    To ensure Cross Sell of Products

    • To ensure multi product targets are attained at the branch.
      • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products.
      • To increase business through cross-selling initiatives & innovative product mixes.
      • To use alternate products to activate inactive customers

    To effectively manage day to day branch administration and operations for smooth functioning of the branch

    • To monitor and foster all daily operations of the branch
      • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements.
      • To ensure security of the physical assets of the branch.
      • To oversee and ensure adherence to the Risk compliance and statutory compliance policies.

    To ensure customer management & engagement

    • To plan and execute local area programs and referrals programs
      • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team.
      • To focus on retention of customers, higher revenue generation and referral activities.
      • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines.
      • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team.
      • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis
      • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels.

    To ensure effective risk management & policy adherence

    • To ensure adequate compliance to KYC norms, processes & documentation for client profiling.
      • To ensure adherence of all regulatory compliances & critical policies set by HO.

    Team Building, Engagement & Development

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