1. Handling team of Advisors and RM- s
2. Servicing core HNI clients of branch & assist them in portfolio restructuring & cross sell products for fulfillment of self source & branch targets through proper financial planning.
3. Ensure profitability of the branch in terms of revenue and P&L every month.
4. Formulating business strategies to achieve targets across products.
5. Ensure proper training & career progression of direct reportees.