Branch Manager
Kotak Securities Ltd
مجموع سنوات الخبرة :6 years, 6 أشهر
Responsible for all aspects of sales and revenue generation with the existing clients of the company.
Acquire new HNI clients with good margins
Responsible for all branch related operations and process all requests from clients
Make sure that all branch services are under compliance rules
Maintaining good rapport with clients and sub brokers.
Planned and developed strategies, programs, and solutions to ensure goals were met.
Met the desired sales targets by monitoring day-to-day activities, planned overall achievements of the assigned target.
Developed new strategies for deeper market penetration and created a strong and better customer database.
Responsible for overall sales targets and marketing activities in the city.
Expertly developed ideas related to new products and converted them to business plans, and then managed the implementation.
To conduct Training programs for executives.
• Trading in commodity Derivatives for Corporate Clients under (MCX& NCDEX) on Electronic platform mostly dealing with Agri Commodities
• Trading of Agricultural commodities, mainly Beans, Pulses, oil seeds and some spices
• Updating Corporates on market outlook for intraday/ short term / long term
• Execution of trades for clients with high level of accuracy
• Making clients aware about the involved risk and returns in commodity trading
• Observing the International markets and analyzing there effect on Indian markets
• Supervision of funds status of the clients
• Providing daily Ledger Statements to clients
• Monitoring MTM Profit/Loss of positions taken by the clients
• Supervision of day to day Back Office operations
• Providing support to various internal departments
• Preparing P/L statements of clients regularly