-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