Branch Manager
Ventura Securities Ltd.
Total years of experience :17 years, 8 Months
• Direct all operational aspects including distribution operations, customer service, human resources, administration and sales
• Assess local market conditions and identify current and prospective sales opportunities
• Develop forecasts, financial objectives and business plans
• Meet goals and metrics
• Bring out the best of branch’s personnel by providing training, coaching, development and motivation
• Address client and employee satisfaction issues promptly
• Adhere to high ethical standards, and comply with all regulations/applicable laws
• Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
• Stay abreast of competing markets and provide reports on market movement and penetration
• Recruitment and Management of a team of FPA’s.
• Self sourcing of Life Insurance business.
• Provide tactical support to generate life insurance business through them.
• To serve the open market clients with different life insurance products.
• Handling a team of 35 FPA’s under the DSF channel of the company.
• Training and motivating the team to achieve the sales target.
• Promote third party Investment products like Life Insurance, General Insurance & Mutual Funds &.
• Working closely with the Banca channel of ICICI Prudential Life Ins. Co.
• To cater the SME’s through the Cross Sell Channel of the Bank.
• Handling a team of 5 Relationship Executives.
• Training and Motivating the team to achieve the sales target.
