As a Regional Head, the position is
responsible for to act as a profit center head and acquiring Business Partners
(Franchisee and Marketing Agent), to
recruitment, to train and to monitor WM/BM/AM/SRM/SM/RM/ARM
and to generate revenues through equities, commodities, currency
derivatives, Margin Funding and third party products.
Roles and Responsibilites:
client acquisition and managing the overall client relationship
Work closely with
clients for creation and implementation of their financial plans
market trends to ensure that plans are effective, and to identify any necessary
interpret for client’s information such as investment performance reports,
financial document summaries, and income projections.
investigate new investment opportunities to determine relevance for clients
questions about the purposes and details of financial plans and strategies.
products such as equity, commodity, currency, derivatives, bonds, mutual funds,
and workshops on financial planning topics
understanding of the financial advisory business process
business and project leadership & negotiation experience
knowledge of process development and management, strong sense of personal
accountability, problem solving, and creativity, and excellent communication,
relationship and organizational skills
understand, anticipate and react to competitive market requirements, industry
opportunities and constraints
To act as a
Profit center head and handle entire region including all branches and its
staff, business partners, franchisees, bdrs and sub-brokers, APs and any other
profit area zone to meet the business targets of revenue and profitability of entire
relationship with existing clients as well as developing new business through
the team members.
Advise clients on
their equity/commodities and currency portfolio for long-term investments as
well as positional Trading ideas in stocks for the short / medium term.
sales at area level for equity/commodities as well as other financial products.
Monitoring the complete sales, dealing,
cross-sell, operation, compliance and Team management.
nurture marketing agents & franchisees for growth of both these channels.
marketing agents & franchisees in various businesses process as well as
oversee their business performance.
meeting on weekly basis for business development
to corporate/HNI clients/ HNW clients
implementation of client management process and sales process through Team.
& Road shows with regards to promotional activities.
target are achieved as per the budgeted cost as per profitability of entire
MIS, employee productivity, revenue growth and working towards higher
CTC/Revenue rations for Region Profitability.
resolution of client queries & grievances to maximize satisfaction levels
Strict and unflinching adherence to corporate policies, Compliance, code of
conduct and ethics and regulatory frameworks.
analysis and risk management of clients’ on day to day basis.
Margin, IPO, Promoter funding opportunities from HNI &