Walk-in || Branch Sales Manager

Job Description: Branch Manager Banking, Loans & Insurance Sales

Job Summary

We are looking for a dynamic, target-oriented, and customer-focused professional for the position of Branch Manager in the Banking and Financial Services sector. The candidate will be responsible for driving sales of banking, loan, and insurance products, acquiring new customers, managing existing relationships, and achieving business growth targets.

The role involves generating leads, identifying customer financial needs, recommending suitable financial products, supporting loan and insurance application processing, and ensuring excellent customer service while adhering to company policies and regulatory guidelines.

Key Responsibilities

• Generate business leads through direct sales, field visits, telecalling, referrals, and customer references.
• Promote and sell a wide range of financial products, including Personal Loans, Home Loans, Business Loans, Vehicle Loans, and other banking products.
• Explain insurance products, policy benefits, coverage, premiums, terms, and conditions to prospective customers.
• Understand customer financial requirements and recommend appropriate loan, insurance, and other financial solutions.
• Acquire new customers and build long-term relationships with existing customers to drive business growth.
• Handle customer enquiries, resolve queries, and provide accurate information about products and services.
• Assist customers with loan applications, KYC formalities, documentation, and application processing.
• Conduct regular follow-ups to ensure timely processing and closure of loan and insurance applications.
• Identify cross-selling and upselling opportunities to increase customer value and revenue.
• Achieve assigned sales targets, business development objectives, and customer acquisition goals.
• Maintain accurate customer information, sales reports, and follow-up records in CRM and banking systems.
• Ensure compliance with internal policies, banking regulations, insurance guidelines, and established sales procedures.
• Monitor sales performance, maintain a healthy sales pipeline, and contribute to overall business development.

Candidate Requirements

• Education: Any graduate or diploma holder from a recognized institution.
• Experience in banking, financial services, insurance, retail sales, or field sales is preferred.
• Freshers with strong communication skills, a positive attitude, and an interest in sales may also apply.
• Good communication, negotiation, presentation, and customer relationship management skills.
• Strong sales orientation with the ability to achieve business targets.
• Basic knowledge of banking products, loans, insurance, and financial services.
• Ability to generate leads, convert prospects into customers, and maintain long-term business relationships.
• Proficiency in English and the relevant local language.
• Self-motivated, customer-focused, and capable of working independently as well as within a team.

Job Details

• Role: Branch Manager
• Industry: Banking and Financial Services
• Department: Banking Products Home Loans, Personal Loans, Loan Against Property (LAP) & Insurance
• Employment Type: Full-Time, Permanent
• Role Category: Banking Operations / Sales & Business Development
• Education: Any Graduate / Diploma

Key Skills

Banking Sales, Loan Sales, Personal Loan Sales, Home Loan Sales, Business Loan Sales, Insurance Sales, Financial Services Sales, Retail Sales, Field Sales, Direct Sales, Customer Acquisition, Lead Generation, Relationship Management, Business Development, Cross-Selling, Upselling, Banking Products, Mutual Fund Sales, Customer Service, Sales Target Achievement.