Branch Manager:

- Responsible for the administration and efficient daily operation of a full service branch office, including lending, product sales, customer service,

- Enhance and contribute in the growth of the company through Business Development

- Achieve individual and branch sales goals through new business sales.

- Prepare and review monthly activity calendar of activities for RO/RM/SM.

- Ensure proper on-boarding of all new customers acquired

- Conduct daily morning huddles to discuss daily plan and agenda for employees

- Maintain customer relationship through sourcing and on-boarding process

- Monitor DSR (Daily Sales report) on a regular basis

- Mentor/Guide new joinees as well as existing branch employees.

- Timely Closure of OTC and PDD.

Relationship Manager/Relationship Officer:





- Generate new customer leads through direct sourcing or via connectors.

- Proactively identify sales prospects and conduct business development activities

- Follow up on recent leads and referrals to generate business

- Achieving the monthly sales targets, Cross sell assets and fee products

- Follow the various internal guidelines and procedures of the company

- Ensure customer satisfaction through regular engagement.

- Resolve customer queries/issues and facilitate customer service

- Maintain periodic status reports, including daily activity report and calls/follow-ups.

Preferred candidate profile

📌 Branch Manager/Relationship Officer/Relationship Manager- Rajasthan (Jhunjhunu)
🏢 The Investment Trust of India (ITI)
📍 Jhunjhunu