Branch Manager
Anand Rathi Share & Stock Brokers Ltd
Total years of experience :16 years, 2 Months
Responsible for total branch performance & profitability in accordance with company policies and procedures
• Ensure profitability of the branch.
• Create and execute the branch business plan related to Client acquisition, Non Broking products (IPO, NFO, Mutual Funds, General Insurance & Life Insurance, Fixed Deposits, Bonds, PMS and Structured products.) and Increasing Revenue.
• Plan, implement, and manages areas of responsibility to facilitate continuous improvement and personal growth while supporting company goals, missions, and vision.
• Analyze and evaluation of activities, costs, operations, budgets and forecast data to determine branch progress towards stated goals and objectives.
• To keep abreast with the market knowledge and market intelligence.
• Assign and direct all work performed` in the branch and supervise all areas of operation in accordance with company policies, procedures, objectives and applicable laws.
• Periodically evaluate the performance of employees, develop goals and objectives helping to achieve desired targets.
• Through management decisions, communication and behavior, create a culture and a team that works together to meet customer needs and achieve desired results.
• Continuously update product knowledge. Stay informed and educated as to product inventory and applicability. Understand product applications and help customers in their selections.
• Participate in the recruiting and interviewing process of new employees.
• Establishing a customer intimate relationship with clients.
• Provide sound leadership for the branch.
Achievements:
• Highest revenue contribution from Eastern Region in the month of May & June 2014.
• Achieved Chairman’s Club Contest consecutively in 2016-17 & 2017-18
Managing a team of Relationship Managers
• Acquisition of clients.
• Builds and maintains strategic relationships with partners and customers.
• Sources, develops and analyzes customer needs to establish a customer-intimate business environment, proposes and implements turnkey solutions
• Implementing innovative sales strategies that are tailored-fit to the clients’ needs
• Establishing a customer intimate relationship with clients.
• To deliver the desired target numbers by maintaining customer relationship.
• To manage customer meetings and sales process as part of his reporting structure.
• To consciously deliver support to center managers in increasing the profitability of the center
• Conducting market research for generating business thereby adding for revenue generation
• Ensuring customer satisfaction and exploring new areas and ways to achieve productivity
• Preparing and maintaining MIS report.
• Acquisition of clients.
• Builds and maintains strategic relationships with partners and customers.
• Cross selling of Mutual Funds, Insurance, Financial Planning and Loans.
• Sources, develops and analyzes customer needs to establish a customer-intimate business environment, proposes and implements turnkey solutions
• Implementing innovative sales strategies that are tailored-fit to the clients’ needs
• Establishing a customer intimate relationship with clients.
• To deliver the desired target numbers by maintaining customer relationship.
• To manage customer meetings and sales process as part of his reporting structure.
• Conducting market research for generating business thereby adding for revenue generation
• Ensuring customer satisfaction and exploring new areas and ways to achieve productivity
Achievements:
• Received best performer award for three consecutive quarters(April2012-December2012)
Job Responsibility:
• Handling accounts for USA based customers filing for bankruptcy on their credit cards.
• Processing Bankruptcy on accounts as and when Customers filed for Bankruptcy.
• Handling Bankrupt, Deceased and Exceptions accounts
• Settling A/Cs which is bankrupt and filing cases for the accounts to be written off.
• Reworking on accounts and settling payment for accounts which could not be discharged as bankrupt
Achievements:
• Received extra mile award for outstanding work.
• Received the Superstar award in the month of August ’09 outstanding achievement, i.e.:133% of the set target.
• Handling a lead generation campaign for Bharti-Axa Life Insurance
• In charge of a team of 18 executives.
• Responsible for achievement of daily, weekly and Monthly targets of the team as a whole
• Auditing all LEAD calls to ensure that genuine leads are passed on to the marketing channel.
• Responsible for MIS reporting EOD which is sent to HO on a daily basis.
• Motivating team members for better performance and identifying areas of improvement.
• Conducting feedback sessions as and when required by coordinating with the quality team.
• Maintaining the Lead to Contact Ratio and keeping a constant focus on increasing it as this is a
“Performance indicator of the process”
• Identifying weaker executives and drive them for better performance.
• Design and implement creative sales strategies
• Continuously keeping a track of the Appointments percentage and focus on increasing the same
• Checking on FORCED LEAD and giving continuous feedback to executives regarding the same.
• Evaluation of login reports of the executives and also keeping of track of their login and productive hours.
Achievements:
• Received best performer award and Attendance award as a Team Leader in the first month from the date of joining
• Received Certificate of Appreciation for zero Attrition from the Team for the month of
February’2008
• Managing a team of Tele-callers engaged in various Programs like cross sell cards, health insurance and general insurance, credit card loans.
• Ensured consistent Sales Delivery on Targets by program.
• Manage Motivate and Train Staff to ensure that performance is optimized.
• Design and implement creative sales strategies
• Co handling a DSA DM as well as in-house work force.
• Daily feedback of all relevant Customers & Competitors.
• Maintaining all Customers Database with their nature of service, likes & dislikes.
• Conduct Induction training for new staffs and quality improvement Training Programs among Junior Sales executives.
Achievements:
• Promoted as a Team manager within 6months from joining(fast tracker appraisal)
• Rated as Excellent Performer for 9months consecutively(i.e.- achieved 150% for the set target)
Currently working as Branch Manager in Anand Rathi Financial Services Ltd. Overall 10 years of enriching experience. Strong Communication, interpersonal, learning and organizing skills matched with ability to manage stress, time and people effectively. Proven strength in problem solving, co-ordination and analysis. Strongly believes in discipline and maintaining a healthy environment, Aptitude for providing a high degree of customer service Spotting opportunities & Staff Retention. To seek a responsible and challenging position where my knowledge and experience can be enriched To work in a competitive environment on challenging assignments that shall yield the twin benefits of the job satisfaction and a steady paced professional growth.