Branch Manager- Share market Equity Dealer

Skills:
Equity Dealer, Mutual Fund, Trader,

Branch Head

GENERAL ROLE

Branch Head is responsible for all activities done in the branch under him. His/ Her Role includes

managing business & personal activities of the branch. Motivating the staffs for achieving

targets is his/her key activity. Branch head reports directly to the Regional Manager.

Essential Duties And Responsibilities

Marketing & Business Development activities

• Customer Acquisition & Retention.
• Targeting HNI and Corporate clients for the branch.
• Competitors Analysis.
• Daily morning meetings and discussions with staff.
• Review of Performance based on various parameters i.e. Monthly review - Revenue per
  
  

employee, branch profitability, etc. and Weekly review-volumes, brokerage, client

registrations, etc. (Equity, Commodity, & Distribution).

• Organizing weekly Investor meets to increase client base.
  
  

HR Activities for Branch

• Monthly training programs for staffs (Product related/ Communication Skills/Day-to-day
  
  

Operations/Risk Management & Compliance) for improving caliber.

• Organizing staff happiness activities like quiz, games, etc for motivating branch staff.
• Communicating to employees about the important matters concerning the Company and
  
  

its Policies.

• Maintaining discipline in the Branch and ensuring compliance.
• Attend to employee grievances and maintain team spirit and camaraderie in the Branch.
  
  

Branch Operations

• Monitoring branch activities like pay in/payouts/customer grievance, etc. on daily basis.
• Risk Management of trade errors, debtors, etc.
• Reporting of branch activities to Regional Manager from time to time.
  
  

General

Strive towards achieving individual goals and thereby the branch and organizational

goals.

These duties and responsibilities are only illustrative and not exhaustive and are liable to modifications.

All Designations have cross selling of our Third Party Products.