- Our Client is a leading Indian financial services company that offers a wide range of investment and wealth management solutions. It is a part of a prominent conglomerate in India. provides various financial services, including retail and institutional broking, equity and commodity trading, depository services, portfolio management, wealth management, mutual funds, and insurance.

- Incorporated in 1995 and has grown to become a significant player in the financial services industry. Providing Variety of Services, offers retail broking services, enabling individual investors to trade in equities, derivatives, currencies, and commodities. Institutional Broking: The company provides institutional broking services to domestic and international institutional investors, offering research, execution, and advisory services, Wealth Management Service, Portfolio Management Services (PMS), Mutual Funds Services, Insurance: The company also provides insurance products, including life insurance and general insurance, to meet various protection and risk management needs.

Designation : Area Manager

Location : Mumbai/ Pune

Years of Experience : 10 Years +

Industry : Broking

Job : On roll

Key Result Areas :

- Monitoring the day to day engagement and important dealings with franchisees by supporting and servicing them.

- To analyze the high potential business areas, build strong networking with local businessmen and existing Franchisees, assess competitive offerings by various Brokers in the region.

- To drive strong and differentiated value proposition for Franchisee acquisition backed by high quality research outputs, product exhaustiveness and service support for acquiring new franchisees.

- To recommend broking commission and product structures for new Franchisee and take necessary exception approvals for acquiring high potential franchisees.

- To extensively engage with the Franchisees for developing their confidence, capabilities and showing them customer base and revenue expansion strategies for achieving a strong business traction from that segment.

- To participate and conduct various local area programmes and sponsorships to attract community-based franchisees, master franchisees etc for stronger business traction.

- To recommend alliances with ancillary channels for financial services and other strong customer connected franchisees and showcase the merits of the Broking and 3rd party financial services business.

- To ensure and follow up for achieving quicker TATs for each phase of activation of the franchisees, registration with exchange and documentation completion

Area's Profitability - Achievement Vs Sales Plan Target :

- To analyze the high potential business areas, build strong networking with local businessmen and existing Franchisees, assess competitive offerings by various Brokers in the region.

- To drive strong and differentiated value proposition for Franchisee acquisition backed by high quality research outputs, product exhaustiveness and service support for acquiring new franchisees.

- To recommend broking commission and product structures for new Franchisee and take necessary exception approvals for acquiring high potential franchisees.

- To extensively engage with the Franchisees for developing their confidence, capabilities and showing them customer base and revenue expansion strategies for achieving a strong business traction from that segment.

- To participate and conduct various local area programmes and sponsorships to attract community-based franchisees, master franchisees etc for stronger business traction.

- To recommend alliances with ancillary channels for financial services and other strong customer connected franchisees and showcase the merits of the Broking and 3rd party financial services business.

- To ensure and follow up for achieving quicker TATs for each phase of activation of the franchisees, registration with exchange and documentation completion.

Online Focus :

- Ensure Transitioning existing & new clients of the business partners to Mobile/Web/Exe platform so as to help partner reduce cost and increase revenue by acquiring new clients

- Ensure online growth in the online revenue (exe, web & mobile) of business partners as per target.

- To ensure regular training of the business partners on our online trading platform.

Temp funding :

- To ensure building temp funding book of the zone as per target numbers.

- Driving business partners for acquiring large leverage (funding) clients & helps to improve zone's profitability with high interest income.

- High TF also helps the BP with stable Cash equity volume which gives more delivery-based revenue.

- Cross Sell of Clients 's products

- To motivate the BP to Cross Sell Client's products as a one stop solution to all the customer needs and help them to retain their customer & enhance their earnings.

- Cross sell also helps to generate additional source of revenue.

- To ensure skill enhancement and team development of resources

- Mentoring & guiding Team Members (RH, Cluster Managers and CSEs) on a day to day basis in order to ensure Franchisee Acquisition and Management

- Tracking of Team members on daily basis and ensuring achievement of Targets by Team Members.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.