- Achieve the revenue growth & profitability to upscale the branch

- To drive the sales targets for the branch and build teams as per company's annual target and over all objectives.

- To focus on Revenue & Profitability with achievement of target and Yield management.

- To maximize branch profits by achieving targeted fee income & effective cost management.

- Acquiring new Large trader clients (direct) and increase the "Digital Client" Base.

- 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 dealer's 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 and Customer 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 Inhouse 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 & behavioural trainings are imparted. Achieve the revenue growth & profitability to upscale the branch

- To drive the sales targets for the branch and build teams as per company's annual target and over all objectives.

- To focus on Revenue & Profitability with achievement of target and Yield management.

- To maximize branch profits by achieving targeted fee income & effective cost management.

- Acquiring new Large trader clients (direct) and increase the "Digital Client" Base.

- 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 dealer's 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 and Customer 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 Inhouse 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 & behavioural trainings are imparted