Here are professional job descriptions for both roles:

1. Branch Manager (BM)

Role Overview: The Branch Manager is responsible for the overall administration, profitability, and operational health of the branch. They lead a team to meet financial targets while ensuring strict compliance with banking/financial regulations.

Key Responsibilities: Strategic Leadership: Oversee daily operations and manage the branch’s Profit and Loss (P&L;) statement.

Team Management: Recruit, train, and mentor staff (Sales Officers, Operations, and Tellers) to achieve individual and branch goals.

Business Development: Implement marketing strategies to increase the customer base and manage high-net-worth (HNI) relationships.

Compliance & Risk: Ensure all branch activities adhere to internal policies and government regulations (KYC, AML, etc.).

Customer Excellence: Resolve complex customer grievances and ensure a high standard of service.

Required Skills : Strong leadership and decision-making abilities.

In-depth knowledge of financial products (Loans, Insurance, Mutual Funds).

Excellent communication and networking skills.





1. Sales Officer (SO)

Role Overview: The Sales Officer is a front-end role focused on acquiring new customers and selling financial products. This role is highly target-driven and requires constant market interaction.

Key Responsibilities: Lead Generation: Identify potential customers through cold calling, referrals, and field visits.

Product Sales: Pitch and sell financial products such as Savings Accounts, Credit Cards, Personal/Home Loans, or Insurance.

Relationship Management: Maintain long-term relationships with existing clients to encourage cross-selling and up-selling.

Market Analysis: Stay updated on competitor products and market trends to provide better solutions to clients.

Required Skills : High energy and a "go-getter" attitude.

Solid persuasion and negotiation skills.

Ability to work under pressure and meet monthly sales targets.

Pay: ₹14,382.49 - ₹48,422.25 per month

Work Location: In person

📌 Branch Sales Manager (Lucknow)
🏢 Mudra Junction
📍 Lucknow