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 recent business sales.
Prepare and review monthly activity calendar of activities for RO/RM/SM.
Ensure proper on-boarding of all recent 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 recent customer leads through direct sourcing or via connectors.
Proactively identify sales prospects and conduct business development activities
Follow up on new 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 Udaipur
🏢 The Investment Trust of India (ITI)
📍 Udaipur