Job Description
The Branch Head is responsible for driving sales, achieving sales targets, maintaining & increasing market share, and ensuring high level of service standards at the branch level.
Job Purpose
Achieving the Sales Targets, maintaining & Increasing Market Share through incremental Sales & new market development and ensuring highest level of Service standards channel partners & their customers at the branch level.
Job Context
Major role involves driving sales at micro level, achieving sales target through market penetration, increasing service standards, increasing visibility and goodwill among channel partners and distributors to ensure branch profitability. Identify and empanel untapped channel partners and increase business output through meeting adequate training needs.
Key Result Areas
- KRA1 Achieving sales targets and increasing market share of branch vis‑à‑vis industry.
- Maximise business in allotted territory through distribution channel (IFAs, Banks, PSU and NDs).
- Empanel and activate untapped and potential channel partners.
- KRA2 Managing and maximizing business from client relationships through prompt service.
- Develop and maintain relationships with retail clients.
- Provide information and ensure high volume of business from clients in assigned territory.
- KRA3 Identification & Engaging of new distribution channel partners.
- Develop new distributor relationships at branch.
- Activate such distributor relationships by providing timely and relevant info on schemes and the industry.
- KRA4 Monitoring compliance to enable high alignment with systems and practices.
- Ensure all regulations and statutory compliances are complied with.
- Assist channel partners to adhere to compliances.
- KRA5 Overseeing branch administration and monitoring branch issues to ensure a smooth delivery of service to clients.
- Facilitate smooth operations of the branch including branch imprest, administration, operations and client servicing standards.
- KRA6 Providing relevant reports to management for assigned territory.
- Furnish relevant sales reports of the branch to Cluster & Zonal Head.
- KRA7 Managing and monitoring team members for better productivity.
- Facilitate regular training, guidance and development of team members.
- Ensure AMFI certification of team members.
- Monitor performance of RM’s monthly and take corrective measures if achievement deviates from required level.