Assistant Branch Manager – Job DescriptionPosition: 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 agile 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
- Professional training and product training
- Leadership development opportunities
- Opportunity to build a career in Insurance & Financial Services

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