Job Description
* Responsible for overall development of branch (i.e. Business Development, Marketing, Operations, Risk
Management, Collection activities, Authorized persons and man power etc.).
* Acquiring personally HNI and ultra HNI category clients (privilege category) for broking &third party products through networking, database, references from existing clients and assigned leads from the
organization.
* Assisting recruitment processes, handholding and mentoring branch employees. Motivating and making
them self dependent in today operations.
* Executing strategies for their branches and assisting team members individually to achieve their defined goals. Providing feedbacks and reviewing performances of theirs team members in proactive manners.
* Require to understanding various queries and service issues arising from clients, business associates, team
members and insuring appropriate solution in define time lines.
* Executing and evaluating marketing and promotional activities for branch, keeping in mind market dynamics of branch. Optimum utilization of available resources like AMCs, TPDs, depositories, exchanges
regulators and local resources (i.e. trade association, bullion association, Agriculture Produce Marketing
Committee) etc. with the purpose of creating Company’s high visibility and acquiring more clients.
* Assisting business associates in branch to help them in various functions and operational matters. Acquired
more number of Sub Brokers / Channel partners making them independent.
* Ensuring high level of compliance norms as per guidelines of regulators and Marwadi Financial Services in branch and taking appropriate majors for non-compliance practices observed.
* Using of various evaluation methods to provide weekly, monthly, quarterly, half yearly and yearly feedbacks to team members to enhance their performances.
* Enhancing knowledge / skills (i.e. regularly attending research conference, reading of research materials and equity market related information) for self and team on regular basis with appropriate certifications
(NISM) and professional degrees.
* Developing a conducive environment where teams feel highly motivated and enthusiastic. He acts as mentor
and team player to drive the team at branch.
* Conducting all administrative activities effectively at branch levels like vendor management, bill payments,
submission of vouchers, office decorum, petty cash management and punctuality of the work etc.
Execution of trades
