Branch Manager - Retail Branch - Thane
- Max Life Insurance
- 3 to 7 Yrs
- Mumbai
- 4 years ago
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Job Description
:Key Result Areas
Supporting Actions
Achieve the revenue growth & profitability to upscale the branch
- To drive thesales targetsfor the branch and build teams as per companys annual target and over all objectives.
- To focus on Revenue & Profitability with achievement of target and Yield management.
- To maximizebranch profitsby achieving targeted fee income & effective cost management.
- Acquiring newLarge trader clients (direct)and increase theDigital ClientBase.
- To achieve the respective Branch gross revenue through offline and online platform
- To plan and execute various local level initiatives to ensure business momentum and direction.
- To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability.
- To monitor individual and team performance and take steps to improve productivity and correct deviations if any.
Manage Online Transition & Dealer Productivity to ensure client profitability
- To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth.
- To increase the dealers productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders.
To ensure Cross Sell of ABC Products
- To ensure multi product targets are attained at the branch.
- To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products.
- To increase business through cross-selling initiatives & innovative product mixes.
- To use alternate products to activate inactive customers.
To effectively manage day to day branch administration and operations for smooth functioning of the branch
- To monitor and foster all daily operations of the branch
- To handle a team of Dealers/Relationship managers andCustomer Service executives and motivate them in target achievements.
- To ensure security of the physical assets of the branch.
- To oversee and ensure adherence to the Risk compliance and statutory compliance policies.
To ensure customer management & engagement
- To plan and execute local area programs and referrals programs
- To disseminate research based advisory services to clients based on recommendations given by In-house Research team.
- To focus on retention of customers, higher revenue generation and referral activities.
- To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines.
- To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team.
- To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis
- To ensure speedy resolution of client queries and grievances to maximize satisfaction levels.
To ensure effective risk management & policy adherence
- To ensure adequate compliance to KYC norms, processes & documentation for client profiling.
- To ensure adherence of all regulatory compliances & critical policies set by HO.
Team Building, Engagement & Development
- To build a Sales Driven proactive team and enhance their capabilities by regularly imparting relevant knowledge and skills required for the Equity Advisors to achieve their goals efficiently.
- Meeting the Competition Teams and doing Competition Talent Mapping.
- Engaging the teams and keeping them engaged and motivated and ensuring that there is minimum attrition in the branches.
- To ensure that requisite product & behavioral trainings are imparted.
Qualifications:
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services Role Category: Finance / Accounts / Tax Functional Area: Not ApplicableRole/Responsibilies: Branch Manager - Retail Branch - ThaneContact Details:
Company: Aditya BirlaLocation(s): Mumbai
Keyskills: customer branch management management branch administration
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Max Life Insurance
About the organization:Max Life Insurance is India’s 4th largest private life insurance company and is the largest non-bank promoted private life insurer in India. We have demonstrated success in building a business now operating at considerable scale, reflected in more than 60,000 cr of As...
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