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

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 i.e. 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.

All Designations have cross selling of our Third Party Products.