Experience Required: 5-10 years (Preferred in Financial Services / NBFC / Banking)

Job Summary:

The Branch Manager will be responsible for overseeing and driving the branch’s sales performance in line with business goals. The role requires leadership in managing sales of Investments and Third-Party Insurance products. The ideal candidate will be sales-driven, target-oriented, and capable of leading a team while ensuring high levels of customer satisfaction and compliance.

Key Responsibilities:

Sales & Revenue Generation

• Drive branch sales for Investments and third party insurance products.
• Achieve branch sales targets and KPIs set by management.
• Develop and execute localized sales strategies and marketing activities.
• Conduct investor awareness campaigns and sales presentations.

Team Management

• Recruit, train, and manage a team of Customer Relation Executives & Business Development Executives.
• Monitor team performance, provide regular feedback, and implement performance improvement plans.
• Promote a results-oriented culture with high integrity and work ethics.

Customer Relationship Management

• Build and maintain long-term relationships with customers and high-net-worth individuals (HNIs).
• Resolve customer grievances promptly and professionally.
• Ensure superior customer service delivery and experience.

Operations & Compliance

• Ensure adherence to internal processes, regulatory requirements, and audit norms.
• Monitor branch documentation, transaction processing, and reporting accuracy.
• Maintain MIS and dashboards for regular reporting to senior management.

Experience Required: 2–5 years (Preferred in Financial Services / NBFC / Banking)

Job Summary:

The Assistant Branch Manager (ABM) plays a key supporting role in leading the branch’s sales and operational functions. The ABM will focus on driving business through the sale of Investments and Third-Party Insurance products, while ensuring smooth day-to-day operations, team productivity, and customer satisfaction.

Key Responsibilities:

Sales & Business Development

• Assist the Branch Manager in achieving sales targets for investments and third party insurance products.
• Drive sales through lead generation, client meetings, and product promotion.
• Support the branch team in identifying and converting high-potential prospects.

Team Supervision & Training

• Guide and mentor Customer Relationship Executives and Sales Officers.
• Monitor individual and team performance, ensuring target alignment.
• Conduct product training and sales technique workshops for junior staff.

Customer Relationship Management

• Handle key client accounts and high-value transactions.
• Resolve escalated customer queries and grievances efficiently.
• Support client retention and upselling initiatives through relationship building.

Operational Support

• Assist with daily branch operations including compliance, documentation, audits, and reporting.
• Ensure adherence to company policies and regulatory guidelines.
• Maintain accurate MIS, sales reports, and client records.

Compliance & Documentation

• Ensure all sales are backed by proper documentation and follow government norms.
• Monitor regulatory compliance and internal process adherence.

Experience Required: 0–2 years (Preferred in Financial Services / NBFC / Banking)

Job Summary:

The Customer Relationship Executive will be responsible for generating and maintaining client relationships, promoting and selling financial products such as Investments and Third-Party Insurance products. The role demands strong interpersonal skills, sales acumen, and a customer-first approach.

Key Responsibilities:

Sales & Target Achievement

• Identify and acquire new customers through cold calling, referrals, and walk-ins.
• Promote and sell investments and third party insurance products.
• Meet or exceed individual monthly sales targets and KPIs.

Customer Relationship Management

• Maintain long-term, trust-based relationships with clients.
• Conduct customer follow-ups, renewals, and upselling activities.
• Handle client queries and service-related requests professionally and promptly.

Lead Generation & Conversion

• Maintain and nurture a pipeline of prospective clients.
• Convert leads generated through marketing campaigns, walk-ins, or outbound calls.

Product Knowledge & Advisory

• Provide clients with product knowledge, investment insights, and risk profiling support.
• Ensure clients are aware of the product benefits, risks, and features.

Documentation & Compliance

• Ensure timely and accurate completion of customer application forms and documentation.
• Adhere to company policies, industry regulations, government norms.

Experience Required: 0–1 Years (Freshers Welcome)

Job Summary:

The Business Development Trainee – Sales will be trained and groomed to contribute to the company’s business expansion goals by identifying opportunities, building client relationships, and promoting Investments and Third-Party Insurance Products. This is a high-growth entry-level role designed for individuals looking to build a long-term career in the financial services industry.

Key Responsibilities:

Sales Support & Lead Generation

• Assist in identifying potential customers and market segments for investments and third party insurance products.
• Participate in client meetings, tele-calling, and field visits to understand customer needs and pitch appropriate products.

Business Development Activities

• Work with the sales team to execute local marketing campaigns and investor awareness programs.
• Maintain and update a sales pipeline and report progress to managers.

Customer Interaction

• Develop customer engagement skills through live interactions.
• Assist in onboarding customers and explaining product features, benefits, and risks.
• Provide after-sales service support under supervision.

Training & Compliance

• Undergo structured training programs in:
  • Financial product knowledge
  • Sales strategy and techniques
  • KYC, compliance, and regulatory policies
• Ensure accurate documentation and data entry in CRM systems.