Branch Manager PCG - Global Financial House
Branch Manager PCG - Global Financial House
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Job Description
Overview:
The Branch Manager at company will be responsible for the overall performance and profitability of the branch. This role involves leading a tem to offer various products and services of the organization along with ensuring compliance with regulatory standards and driving business growth.
Key Responsibilities:
o Recruit train and mentor a team of wealth managers / relationship managers and other sales staff to achieve individual and branch goals.
o Develop new relationships and enhance the depth of existing relationships with retail and HNI clients.
o Identify cultivate and manage client relationships to provide a comprehensive suite of services and products tailored to clients needs.
o Cross sell third party investment products such as mutual funds bonds PMS Insurance and Advisory products
o Conduct performance evaluations and provide ongoing training to enhance team capabilities.
o Implement operational policies and procedures in line with company objectives and regulatory requirements.
o Address client inquiries and resolve issues to ensure high levels of satisfaction.
o Develop and execute sales strategies to achieve branch revenue goals.
o Monitor market trends and competitor activity to identify business opportunities and stay competitive.
o Ensure all branch activities comply with regulatory guidelines and company policies.
o Conduct regular audits and assessments to mitigate risk and maintain compliance.
o Analyze branch financial reports to assess performance and identify areas for improvement.
o Stay informed about market developments emerging trends and investment products.
o Collaborate with the marketing team to design and implement promotional campaigns that attract new clients.
o Organize workshops seminars and networking events to enhance client engagement and market presence
Branch Manager
Employment Type
Full Time
