Branch Head

Business & People Related Responsibilities

• Ensure growth of the branch revenue, profitability and sustainability through client interaction and branch team management.
• Arrange regular investor interactions and meetings to enhance relationship value and expand the client base.
• Engage with HNIs, new prospects and important customers of the branch to ensure customer satisfaction, and brand visibility.
• Identify suitable talents for recruitment for placing the best available talent.
• Provide appropriate handholding to new joiners and support with training and guidance to ensure that branch staff are fully equipped with knowledge, and they stay updated.
• Help and guide team to resister for and get necessary certification and thus improve skill.  Engage with team and ensure retention of team colleagues. Own one’s team.
• Execution of lead generation activities and investor awareness programmes.
• Assess branch performance through periodic reviews based on metrics like revenue per employee and branch profitability, as well as weekly reviews.
• Gather market intelligence and competitor analysis, which shall aid him/her in improving business.
• Maintain adequate internal/external audit scores.
• Administration & Systems Related Responsibilities:  Ensure timely payment of Annual Maintenance Costs (AMC) for all assets in order to maintain business continuity.  Ensure proper digital hygiene for all users and their devices.  Liaison with vendors and ensure smooth operation of the branch.  Conduct regular checks to ensure proper functioning of all branch equipment, both electrical and non-electrical.  Ensure regular follow-up and updations in CRM for the branch team.  Report the need for replacement of outdated assets or scrap items to the designated committee or the Administrative department in Head Office.  Uphold a prudent housekeeping standards and secure storage of office documents, client records and keys.  Adherence to specified office timing for opening and closure of the branch
• Operations Related Responsibilities:  Supervise daily branch operations including pay-ins, payouts, and customer grievance resolution, referencing reports in the back office.  Mitigate risk through regular monitoring of client positions, training team members to prevent trade and/or other business transaction errors, and timely collection from debtors.  Ensure prompt deposit of pay-in cheques and proper management of petty cash payments in compliance with branch operational guidelines.  Manage client grievances for suitable and timely solution, as mentioned in the branch operations manual.  Expedite account opening processes to minimize rejections (first time correct), verifying off-market and closing cum transfer requests, and following up with head office departments regarding client document updates, as per the branch operational manual.  If a dealer is on planned leave, then the Branch Head should map terminals accordingly in order to maintain business continuity.  Report branch activities to the Regional Manager and State Head periodically.
• Guidelines for Compliance & Statutory Management:  Ensure compliance with Securities Exchange Board of India (SEBI) regulations for account openings and share transactions.  Ensure the timely completion of all compliance-related activities.  Ensure display of all mandated licenses, notices, and certificates in the branch notice board.  Maintain all necessary statutory documents and registers in accordance with guidelines outlined by different departments at Head office.  Management and compliance with voice logger system. Supervise the accurate recording and processing of daily transactions for existing customers, following the TRAQS (Trade Code, Rate, Activity - Buy/Sell, Quantity, Scrip Name) protocol for trade confirmation via Voice Logger and second-level updates.  Review a minimum of 10-15 Voice Logger calls from different customers weekly and authorize daily confirmations accordingly.  Ensure all employees meet guidelines laid down by the company, regulators and key stakeholders.  Ensure a digital fortress through strict compliance with the ISS.(Information security system)
• Ensure that all employees receive the certifications as stipulated in the Industrial Certification policy.  Stay informed and take necessary actions on any legal cases/matters, with regards to his/her branch and give a written intimation about receipt of any notices at branches to Regional Manager, State Co-ordinator and appropriate department in HO (All Inclusive).

Pay

₹30,000.00 - ₹50,000.00 per month

Benefits

Cell phone reimbursement

Leave encashment

Provident Fund

Education

Bachelor's (Required)

Experience

Branch Manager

2 years (Required)

BFSI SALES

2 years (Required)

Market knowledge

2 years (Required)

People Management

2 years (Required)

Work Location

In person