Job Description
Responsible for revenue generation in terms of Brokerage for the branch, to achieve the branch income and Manage profitability of the branch
1.To develop and manage relationships with High net worth clients in order to provide
them with investment products and services in line with their risk profile
Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on MNI and HNI segments to achieve targets.
2· Responsible to manage team of Equity dealer / equity advisors & generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
3· Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
4· Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch
5. To continuously track market trends and customer requirements and help the product
team in designing new products based on the feedback received
1.To develop and manage relationships with High net worth clients in order to provide
them with investment products and services in line with their risk profile
Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on MNI and HNI segments to achieve targets.
2· Responsible to manage team of Equity dealer / equity advisors & generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
3· Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
4· Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch
5. To continuously track market trends and customer requirements and help the product
team in designing new products based on the feedback received
💡 Quick Summary
Seeking a career-building opportunity? The Branch Manager position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.