Branch Manager - Retail Sales - Saharanpur

Key Result Areas

Supporting Actions

Achieving sales targets and increasing market share of branch vis a vis industry.

• Maximising business in allotted territory through distribution channel (IFAs, Banks, PSU and NDs)
• Empanling and activation of untapped and potential Channel Partners

  Managing and maximizing business from Client Relationships through prompt service

• Developing and maintaining relationship with retail clients, providing information and ensuring high volume of business from clients in assigned territory
• Identification & Engaging of new Distribution channel partners.

• Developing new distributor relationships at branch
• Activation of such distributor relationships by providing timely and relevant info on schemes and the industry etc.

Monitoring Compliance to enable high alignment with systems and practises

• Ensuring that all regulations and statutory compliances are complied with
• Assist channel partners to adhere to compliances.

  Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients

• Facilitate smooth operations of the branch including branch imprest, administration, operations and client servicing standards
• Providing relevant reports to management for assigned territory.
• Furnishing relevant sales reports of the branch to Cluster & Zonal Head
• Managing and monitoring team members for better productivity

• Facilitating regular training, guidance and development of team members
• Ensuring AMFI Certification of team members
• Monitoring performance of RMs on monthly basis and take corrective measures if achievement deviates from the required achievements.