-Role & responsibilities
Primary Objective: Acquire current high-value accounts (such as corporate salary accounts, deposits, and Current/Savings Accounts or CASA), increase market share, and promote financial products like mortgages and business loans.
Core Focus: Bridge the gap between customer financial needs and the bank's internal lending or service requirements while ensuring strict regulatory compliance
Lead Generation & Acquisition: Prospect recent retail, SME, or corporate clients through networking, cold calling, field visits, and channel partners
Portfolio & Relationship Management: Retain and deepen existing client relationships by cross-selling additional banking, insurance, or wealth products.
Team Leadership & Coaching: Manage junior staff or field sales representatives,
track pipeline productivity, conduct performance reviews, and organize branch campaigns.
Target Achievement: Deliver monthly, quarterly, and annual targets for loan disbursements, deposit collections, and fee-based revenue.
Market Analysis: Monitor competitor offerings, track market trends, and report performance metrics using CRM tools
Preferred candidate profile
Graduate
-Min 4 to 8 Year Experience in NBFC or Bank Sales
Branch Location : Thamarassery
Individual Performance is also Mandatory
Finacial Product Knowlege
-Willing for 30 % of travel to on locations
📌 Branch Business Manager Wayanad
🏢 Mahindra Finance
📍 Wayanad
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