Retail Broking – Manager (State Head – Maharashtra) Job Summary:
Manage and strengthen relationships with key stakeholders in Zones, Regions, and Branches.
Conduct strategic planning to meet the Zone/Region acquisition targets.
Coordinate marketing efforts with Bank Zonal & Regional marketing teams. ...
Ensure the achievement of client acquisition targets for Zones & Regions as per the financial year projections and also Market product to high net worth clients.
Launch initiatives such as local campaigns, R&R programs, and engagement activities to generate new business.
Oversee a team of BDM TLs and BDMs.
Monitor input and performance of the acquisition team.
Conduct internal team and employee training sessions.
Ensure adherence to all processes while maintaining the organization's ethos.
Ensure timely recruitment and training of team members as per the approved plan.
Take responsibility for team member learning, development & career progression. Job Specification: The ability to establish and maintain effective working relationships with internal and external stakeholders.
Extensive knowledge of the client acquisition process.
Exposure to digital onboarding process would be preferred.
Working knowledge of public and private sector bank retail branches.
Previous experience of managing a large acquisition team in the specified State/Region.
Understanding of the securities market.
Previous experience in Retail Broking products and services is required.
Strong analytical and strategic thinking abilities, as well as excellent communication and problem-solving abilities.
Excellent writing, communication, presentation, and interpersonal abilities.
experience
8show more Retail Broking – Manager (State Head – Maharashtra) Job Summary:
Manage and strengthen relationships with key stakeholders in Zones, Regions, and Branches.
Conduct strategic planning to meet the Zone/Region acquisition targets.
Coordinate marketing efforts with Bank Zonal & Regional marketing teams.
Ensure the achievement of client acquisition targets for Zones & Regions as per the financial year projections and also Market product to high net worth clients.
Launch initiatives such as local campaigns, R&R programs, and engagement activities to generate new business.
Oversee a team of BDM TLs and BDMs.
Monitor input and performance of the acquisition team.
Conduct internal team and employee training sessions.
Ensure adherence to all processes while maintaining the organization's ethos.
Ensure timely recruitment and training of team members as per the approved plan.
Take responsibility for team member learning, development & career progression. Job Specification: The ability to establish and maintain effective working relationships with internal and external stakeholders. ...
Extensive knowledge of the client acquisition process.
Exposure to digital onboarding process would be preferred.
Working knowledge of public and private sector bank retail branches.
Previous experience of managing a large acquisition team in the specified State/Region.
Understanding of the securities market.
Previous experience in Retail Broking products and services is required.
Strong analytical and strategic thinking abilities, as well as excellent communication and problem-solving abilities.
Excellent writing, communication, presentation, and interpersonal abilities.
experience
8show more