-Role & responsibilities

- Primary Objective: SIP, Motor insurance , Health insurance , FD
- 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 current 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

- Finace Product Knowlege

-Willing for 30 % of travel to on locations

📌 Branch Business Manager (Kozhikode)
🏢 Mahindra Finance
📍 Kozhikode