Business Development & Sales

- Achieve monthly, quarterly, and annual sales targets for retail products.
- Drive sourcing of customers for Home Loans, LAP (Loan Against Property), Gold Loans, Personal Loans, Business Loans, or other retail products offered by the company.
- Develop business through direct sales, referrals, connectors, builders, DSAs, and channel partners.
- Identify recent business opportunities within the branch catchment area.
- Monitor and improve branch productivity and profitability.

Team Management

- Lead, motivate, and supervise Relationship Managers, Sales Officers, and other sales team members.
- Conduct regular sales reviews, performance tracking, and coaching sessions.
- Ensure adequate staffing and skill development of the sales team.
- Support recruitment and onboarding of new sales employees.

Customer Relationship Management

- Build and maintain relationships with key customers and business partners.




- Ensure high standards of customer service and customer satisfaction.
- Handle customer escalations and resolve service-related issues promptly.
- Promote cross-selling and up-selling opportunities.

Portfolio Quality & Compliance

- Maintain quality sourcing and adherence to credit norms.
- Ensure all customer documentation is complete and compliant.
- Coordinate with Credit, Operations, Legal, and Collections teams for smooth processing.
- Monitor portfolio health and prevent delinquency through proper customer selection.

Branch Operations Support

- Coordinate with branch operations for loan disbursement and customer onboarding.
- Ensure adherence to company policies, audit requirements, and regulatory guidelines.
- Maintain records, sales reports, and MIS updates.

📌 Branch Sales Manager - Retail (Pune)
🏢 equitas small finance bank
📍 Pune