Key ResponsibilitiesBusiness Development
Assist the Branch Manager in achieving monthly and annual investment business targets.
Promote the company's investment products and services to prospective and existing customers.
Identify and acquire current customers through field visits, referrals, campaigns, and networking activities.
Build and maintain robust relationships with investors, corporate clients, and business partners.
Conduct investment awareness programs and customer engagement activities to increase business.

Customer Relationship Management
Provide customers with accurate information regarding investment products, returns, tenure, and company policies.
Maintain long-term relationships with investors through regular follow-ups and quality service.
Address customer queries, complaints, and service requests promptly and professionally.
Ensure high levels of customer satisfaction and retention.

Branch Operations
Support the Branch Manager in managing daily branch operations.
Ensure timely processing of investment applications and documentation.




Maintain accurate customer records and investment files.
Coordinate with internal departments for smooth processing and customer service.

Team Management
Supervise and guide Sales Executives, Customer Relationship Executives, and other branch staff.
Monitor individual performance and provide coaching to improve productivity.
Assist in training current employees on products, processes, and compliance requirements.
Promote teamwork and ensure adherence to organizational values.

Compliance & Documentation
Ensure all customer onboarding processes comply with KYC, AML, and regulatory requirements.
Verify investment documentation before submission.
Ensure compliance with company policies, internal controls, and applicable financial regulations.
Assist during internal and external audits and ensure timely closure of audit observations.

Pay: ₹14,539.47 - ₹48,709.09 per month

Work Location: In person

📌 Assistant Branch Manager Thrissur (India)
🏢 AGROFIN FARMERS PRODUCER
📍 India