Branch Manager - Retail sales - Lucknow

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 RM’s on monthly basis and take corrective measures if achievement deviates from the required achievements.