Branch Head-Broking Firm

Updated: April 29, 2024 01:48 PM GMT

Affirm Services Consultancy Pvt. Ltd.

Solapur, Maharashtra

Branch Head

GENERAL ROLE

Branch Head is responsible for all activities done in the branch under him. His/ Her Role includes

managing business & personal activities of the branch. Motivating the staffs for achieving

targets is his/her key activity. Branch head reports directly to the Regional Manager.

ESSENTIAL DUTIES AND RESPONSIBILITIES

· Marketing & Business Development activities

o Customer Acquisition & Retention.

o Targeting HNI and Corporate clients for the branch.

o Competitors Analysis.

o Daily morning meetings and discussions with staff.

o Review of Performance based on various parameters i.e. Monthly review - Revenue per

employee, branch profitability, etc. and Weekly review-volumes, brokerage, client

registrations, etc. (Equity, Commodity, & Distribution).

o Organizing weekly Investor meets to increase client base.

· HR Activities for Branch

o Monthly training programs for staffs (Product related/ Communication Skills/Day-to-day

Operations/Risk Management ... More Detail