Key Responsibilities
Manage the overall investment activities and day-to-day operations of the branch.
Achieve monthly and annual investment mobilization targets assigned to the branch.
Generate current business through customer acquisition, referrals, field visits, and networking.
Build and maintain strong relationships with existing and prospective investors.
Explain the company's investment products, advantages, terms, and procedures to customers.
Identify potential investors and develop new business opportunities.
Lead, monitor, and motivate the investment team to achieve individual and branch targets.
Review daily customer visits, lead generation, follow-ups, and conversions.
Ensure timely follow-up with prospective customers and maintain proper customer records.
Monitor investment renewals, maturity follow-ups, and customer retention.
Handle customer queries, concerns, and complaints professionally and ensure timely resolution.
Ensure all investment-related documentation is complete and maintained properly.
Ensure compliance with company policies, procedures, and applicable guidelines.
Conduct regular team meetings and review branch performance.
Coordinate with the Area Manager, Regional Manager,



Accounts, HR, and other departments.
Prepare and submit daily, weekly, and monthly investment reports.
Monitor staff attendance, discipline, performance, and productivity.
Ensure proper use and safeguarding of company assets.
Support promotional activities, campaigns, and local marketing initiatives.

Key Performance Areas (KRA)
Investment Mobilization
Recent Customer Acquisition
Customer Retention &
Renewal
Branch Target Achievement
Lead Generation &
Conversion
Team Productivity
Customer Relationship Management
Documentation &
Compliance
Branch Operations &
Reporting

Required Skills
Strong sales and business development skills
Customer relationship management
Leadership and team management
Excellent communication and negotiation skills
Target-oriented approach
Networking and lead-generation skills
Problem-solving and decision-making ability
Basic knowledge of MS Office and HRMS/CRM systems
Ability to work under pressure and meet targets

Pay: ₹14,543.49 - ₹48,696.44 per month

Work Location: In person

📌 Branch Manager Thrissur
🏢 AGROFIN FARMERS PRODUCER
📍 Thrissur