Functional Area: Investments () Role Category: Retail/ Private Client Group Salary: Not a constraint Location: Pune/Ahmedabad/Jaipur/Lucknow/Kolkata 1- JOB DESCRIPTION :- AVP / Branch Head • Responsible For Heading and Running Branch as A Profit Center. Handling a team of RM, Sales Manager, Team leads, and Equity Dealer. • Strategizing and promoting business development initiatives in the region. • Responsible for managing and developing new branches across Gujarat region. • Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. • Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And Ipo Sales Etc) To Existing Clients. • Co-ordinate with Regional heads & cluster Managers for management discussion. • Building relationships with the client & educating them about Investments if required. • Accelerating client base Required Criteria: • Min. 8 Year of experience into handling Team into Securities Market /stock broking firm • Should be able to achieve team targets. • Excellent in communication. • Should be multi tasking.
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases