Marketing & Business Development activities
o Customer Acquisition & Retention.
o Targeting HNI and Corporate clients for the branch.
o Competitors Analysis.
o Daily morning meetings and discussions with staff.
o Review of Performance based on various parameters . Monthly review - Revenue per
employee, branch profitability, etc. and Weekly review-volumes, brokerage, client
registrations, etc. (Equity, Commodity, & Distribution).
o Organizing weekly Investor meets to increase client base.
· HR Activities for Branch
o Monthly training programs for staffs (Product related/ Communication Skills/Day-to-day
Operations/Risk Management & Compliance) for improving caliber.
o Organizing staff happiness activities like quiz, games, etc for motivating branch staff.
o Communicating to employees about the important matters concerning the Company and
its Policies.
o Maintaining discipline in the Branch and ensuring compliance.
o Attend to employee grievances and maintain team spirit and camaraderie in the Branch.
· Branch Operations
o Monitoring branch activities like pay in/payouts/customer grievance, etc. on daily basis.
o Risk Management of trade errors, debtors, etc.
o 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.