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 current 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 recent 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 Vita
🏢 equitas small finance bank
📍 Vita