Assistant Branch Manager – Position: Assistant Branch Manager Department: Sales & Business Development Industry: Insurance / Mutual Funds / Financial Services Location: [Branch Location] Employment Type: Full Time Job Summary: We are looking for a dynamic and result-oriented Assistant Branch Manager to support the Branch Manager in managing sales, customer acquisition, team performance, and business development. The candidate will be responsible for achieving branch targets and developing a productive sales team across insurance and financial products. Key ResponsibilitiesAssist the Branch Manager in achieving monthly and annual business targets.

Recruit, train, guide and motivate sales executives/advisors. Generate new leads through field activities, references, seminars and local market activities. Drive sales of Life Insurance, Health Insurance, General Insurance, Mutual Funds/SIP and other financial products as per applicable regulations and company empanelments.

Monitor daily sales activities, calls, meetings, leads and conversions. Conduct regular team meetings and performance reviews. Build and maintain strong relationships with customers and business partners.

Ensure proper documentation, KYC and compliance requirements.



Support the Branch Manager in planning branch-level sales campaigns. Track individual and team KPIs and take corrective action where required.

Develop business opportunities in assigned territory. Maintain regular MIS and submit sales reports to management.

Candidate

ProfileGraduate in any discipline. 1–5 years of experience in insurance, banking, mutual funds, financial services or direct sales preferred. Good communication and interpersonal skills. Ability to lead and motivate a small sales team. Strong sales and relationship-management skills. Comfortable with field work and customer meetings. Basic knowledge of MS Office/CRM. Target-oriented and willing to take responsibility for branch performance.

Key Performance

Indicators (KPIs)Monthly branch business target New customer acquisition Number of policies/business cases Team productivity Lead-to-conversion ratio Advisor/employee recruitment and activation Customer retention and service quality Daily activity and reporting discipline What We OfferFixed Salary Performance Incentives Career growth opportunities Qualified training and product training Leadership development opportunities Opportunity to build a career in Insurance & Financial Services

📌 Assistant Branch Manager (Bareilly)
🏢 Lakshyawan Imf Private
📍 Bareilly