The branch head is responsible for the branch under him. The role includes managing business & personnel of the branch. Motivating the staff for achieving the targets is his/her key activity. Branch head reports directly to the regional manager.
ESSENTIAL DUTIES AND RESPONSIBILITIES
ï‚· 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
ï‚· HR Activities for Branch
o Monthly training programs for staff (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 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.
ï‚· Branch Operations
o Monitoring branch activities like payin/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.
ï‚· Strive towards achieving individual goals and thereby the branch and organizational goals
ï‚· These duties and responsibilities are only illustrative and not exhaustive and are liable to modifications
CODE OF CONDUCT
ï‚· Abide by the Code of Conduct and Business Ethics of the Company including the Code of Conduct related to trading, Prevention of fraudulent unfair trade practices and Prevention of insider trading.
ï‚· Respect the values of the company as laid down in the Employee Manual.
ï‚· Uphold the four core professional behaviors of Commitment, Responsiveness, Creativity and Ambition
EDUCATION AND EXPERIENCE
ï‚· Completion of a bachelor's degree at an accredited college or university
ï‚· 2 Years of experience required.
ï‚· Any Equivalent combination of education and experience determined to be acceptable.
ï‚· GBNPP Back Office of the Branch
ï‚· Limited access to Geojit.net.
ï‚· ESS Portal.
INDUSTRY CERTIFICATIONS REQUIRED (SUBJECT TO CHANGE):
Investment Advisor (Level 1)
Security Operations and Risk Mgmt
Mutual Fund Distributor
Any one of these
Depository Operations Certification
Any one of these
Equity Derivative Certificate Examination
To the Regional Manager.