Salary240,000 - 400,000 INR (PA)
Job TypeFull Time
Job Location Kozhikode,Kerala,India


client acquisition branch manager management
2 to 6 Years
Financial Services / Banking / Broking / Forex / Investment
Functional Area
Banking / Insurance

Company: Geofinn Comtrade

Position: Branch Manager

location: Kozhikode

Prime Responsibility – Managing Branch as Profit Center by revenue generation across all Products & Services

1. Client Acquisition & Client Retention

2. Achieving Monthly Targets & comparing it with benchmark across product line

3. Attending daily morning conference call & discussing it with the colleagues

4. Special thrust on acquiring HNI’s & Corporate clients

5. Meeting HNI clients to built the rapport

6. Identifying the weak areas & providing solutions to those areas

7. Daily Meeting with the colleagues on market outlook, sharing market information, ensuring active participation

from all

8. Analysing & comparing the branch performance with other branches

9. Motivating & guiding the branch colleagues

10. Active interaction with clients to improve the business regularly

11. Managing the client grievances

12. Curbing Trade Errors & implementing proper risk management policy (Debits & Debit Collection)

13. Keeping up with the regulatory & compliance issues from time to time

14. Ensuring smooth & cost efficient operation in the branch (Pay-In, Pay-Out, reducing expenses, etc)

15. Assessing performance of each employee as compared to Targets given on monthly basis

16. Providing training & solving queries of colleagues

17. Working in Team

18. Reporting all the activities to the Regional Manager from time to time

19. Organizing Investor meets/seminars in co-ordination RM, SH & HO

20. Responsible for hygiene in the branch

21. Ensuring safe & secure working environment for all employees especially women

22. Ensuring that the employees are fully compliant with the Code of Conduct of the company, the regulator & the


23. Ensuring safe use if computers & the other gadgets provided by the company

Certification Preferred : Graduate with NCFM Certification(SORMC,Mutual Fund Certification and Depository

Certification,Cash Market,Derivatives Market,Currency Derivatives)

Experience : 6 years and above

Salary : 20k to 35k

Interested candidates can apply by calling Sita @ 8884441151 or email @

QRN Services Ltd
QRN Services Ltd
8 Hig, Duplex, Chander Nagar, Chander Nagar, Ghaziabad - 201011, Near Vivek Vihar
View Jobs By This Company

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