Role:

The Branch Head will be responsible for driving sustainable business growth, delivering exceptional customer experiences, and ensuring operational excellence at the branch.

Key Result Areas:

- Sustainable Branch Growth
- Branch Operational & People Excellence
- Customer Relationship Management (CRM)

Key Responsibilities: 1. Sustainable Branch Growth:

- Own the Profit & Loss (P&L;) accountability, ensuring sustained profitability through optimal resource allocation and cost control.
- Manage branch budgets and performance metrics to ensure profitability
- Develop and implement data-driven strategies to enhance revenue streams, deepen customer wallet share and expand market presence.
- Lead and support the Branch team in meeting or exceeding targets.
- Foster cross-functional collaboration with regional, marketing teams to achieve branch goals.

2. Customer Relationship Management

- Support in lead conversion for current customer acquisition
- Engage with customers by providing tailored product recommendations by performing detailed need analysis
- To liaison between the organization and customers, playing a crucial role in building loyalty and driving high-value customers
- Prioritize engagement with high-value customers that he / she is responsible through meaningful conversations
- Ensure customer retention through continuous networking and brand building.
- Document all customer interactions, resolutions, and follow-ups in the CRM system.

1. Branch Operational & People Excellence

- Enhance customer experiences by ensuring implementation of standard operating procedures
- Ensure smooth workflow in daily operations, including customer service and customer onboarding processes.
- Ensure compliance with all regulatory and internal policies related to locker and deposit operations.
- Conduct periodic audits to ensure operational efficiency and compliance




- Collaborate with the compliance team to implement necessary measures to adhere to legal requirements
- Facilitate the team by setting SMART goals, providing continuous support & feedback
- Recommend appropriate training programs for the team for capability building
- Monitor and review Daily Work Management (DWM) of the team.
- Embed a SWARAJ culture of ownership and accountability across the branch to drive both individual and collective success
- Lead, mentor, and motivate branch staff to achieve individual and team performance goals

Key Competencies Required:

Technical Competencies:

· Strong understanding of financial products, banking operations, and regulatory compliance.

· Proficiency in CRM systems and branch performance management tools preferred.

· Ability to analyse data to derive actionable insights and make strategic decisions.

Behavioural Competencies:

· Leadership: Ability to inspire, coach, and drive a high-performing team.

· Customer-Centricity: Commitment to delivering superior customer service and building long-term relationships.

· Result Orientation: Proven track record of meeting or exceeding business targets.

· Strategic Thinking: Ability to develop and execute branch-level growth strategies.

· Problem-Solving: Strong analytical and decision-making skills under pressure.

· Communication: Excellent interpersonal, negotiation, and presentation skills.

Note: Management reserves the right to add, modify, or assign additional roles and responsibilities from time to time, as per organizational requirements.

Educational Qualification:

- Graduate or Postgraduate in Finance, Marketing, or Business Administration

Experience:

- Minimum 8- 10 years of experience in Managing operations, preferably in NBFCs, banks, or financial services handling HNI clients.

Pay: ₹600,000.00 - ₹800,000.00 per year

Benefits

- Health insurance
- Leave encashment
- Life insurance
- Provident Fund

Work Location: In person

📌 Branch Head (Madurai)
🏢 Sakthifinance Financial Services
📍 Madurai