branch sales manager Archives

Spearheaded a team of 5 members which included 3 junior Officers and 2 sales executives in each branch for acquiring new customers for saving accounts, current account, nri account and timedeposits.
Directly dealt with mapped customers, guiding them about equity and debt market and bring in revenue for the branch through life & general insurance, mutual funds and goldbusiness.

Plan, direct, or coordinate the activities of workers in the branch through coaching & developing the skills necessary to succeed.
Oversee the flow of cash & financial instruments.
Direct and coordinate activities involving sales & service.
Joined as a Sales Manager for Household and NRI accounts in the retail liabilities group for branches Coochbehar and Alipurduar in West Bengal.

Channel sales – for this we have to handle DSA as well as we have to make new DSA to Increase business.
Sourcing of file from market As well as from DSA.
File need to be completed, handed over to credit department for further process.
Last step is to Releasing Cheque to concern person.
Resolve customer complaints regarding loans and take step.

Proper tracking of Sales Team ( AAM’s )
Responsible for generation of revenues through sale of CASA and Third Party Products like Insurance, Mutual Funds, Trading and Demat Accounts etc through the Sales Channel.
Analyzed financial statements to identify cost control initiatives.
Successfully handled customer and employee complaints before reaching upper management.

Responsible for development of sales strategy and achieving monthly sales target for the entire Branch.
Managing the team and their individual targets for achieving the branch targets.
Persuading clients to buy advertising space
Finding out who controls the advertising budget in target organizations and contacting them
Explaining the concepts, features and benefits
Offering a price and negotiating around it
Closing the deal and recording the details

Interviewed, hired, and developed team .
Managed branch operations, including sales, customer service, finances, and record keeping.
Corporate Finance, Portfolio Management &NBFC products (MUTUAL FUNDS , STOCK BROKERING etc….
Engaged employees in business processes with positive motivational techniques .
Handling HNI clients , offer new Sub brokership to private Finical concern .
Create business contacts and leads.

Drive branch performance to achieve Monthly unit volume sales Unit gross margins Accessory and SMC sales Income Per Retail Unit (IPRU) targets through F&I sales
Achieve branch efficiency and growth by continuously improvingbranch performance metrics using last year sales data as baseline (eg: Customer engagement, conversion ratios, cancellationpercentages, process improvements, operating expenses, etc)
Work with Human Resources to ensure the branch is alwaysoptimally staffed/resourced with qualified and efficientworkforce
Mentor, coach, develop and engage team to consistentlydeliver expected business results
Submit accurate weekly forecasts based on analysis of actualmarket trends, sales conversions, bank approval TATs, invoicesetc for Management reporting.
Effectively manage stakeholders through regular meetings toensure corrective actions on issues pertaining, but not limitedto: F&I Sales Executives Logistics (PDI & AFL) Automall (Pricing etc) Marketing & Product CRM; Business process and Mystery Shopping

Proper Hiring
Training
Control Attrition
Ensure all compliance related guidelines are adhered to

Handling Team
Execute all strategic business plans and monitor all branch sales process and maintain product knowledge.
Focus on deepening of new relationships for the first month
Manpower & Compliance

Boosted branch sales by developing and deepening customer loyalty through incentive programs.
Control Attrition
Ensure all compliance related guidelines are adhered to Control Cost of acquisition
Maintain Cost of acquisition low by acquiring bigger value accounts

Increase the Customer Base of the Branch
To have a good Sales Team inplace as per plan (No of AAM’s)
To do micro marketing activities
Proper tracking of AAM’s
Motivate the Sales Team to perform
Increase the book size of the branch
To acquire good quality accounts with a higher value

Responsible for increasing the branch’s client base and revenues for the mapped branches.
Working with a sales team of 15 mapped Sales Officers of 6 Branches to generate leads for new business and customers through continual sales promotions.
Supervise the sales team’s daily performance or target and follow up on new or used sales achievements.
Training the members of the sales team of all the product variants to deliver a standard of customer care consistently.
Administer and ensure compliance to all sales practices for branches and perform various training sessions for same and coordinate with sales officers to maintain all activity.
Prepare all sales reports and evaluating all procedures and recommended improvements to sales team and ensure compliance to all bank policy.
Maintain effective customer relationships and design required business development call programs.

Developed and implemented marketing concepts in line with the company’s strategies.
Review, analyze market trends, competitor information, pricing, recommending counter strategies to retain existing business and develop new market strategies.
Generate new business; explore potential markets and developing business relationship.
Conduct market research and perform competitor analysis

Increase the Customer Base of the Branch
To have a good Sales Team in place as per plan (No of AAM’s) To do micro marketing activities
Proper tracking of AAM’s
Motivate the Sales Team to perform Increase the book size of the branch
To acquire good quality accounts with a higher value
Focus on deepening of new relationships for the ﬁrst month Manpower & Compliance
Proper Hiring Training

Responsible for selling Product like Loan against property, SME, Business loan, Personal Loans.
Contribute in the achievement of branch sales goals by selling bank products to new, and existing customers by identifying problems, needs, and opportunities.
Recruited, interviewed, hired and trained employees and implemented mentoring program to promote positive feedback and engagement.
Assessed employee performance and developed improvement plans.

Responsible for branch profitability and productivity.
Move to the field to look for prospective clients who are interested in our solar solutions.
Direct, coordinate, and review activities in sales and marketing for the branch.
Coordinate links with the county government for trade association meetings to promote products.

Administer and ensure compliance to all sales practices in branch
Maintain the productivity of the sales officers (SOs)
Meet the business targets
Identify sales opportunities
Direct operational activities on a day-to-day basis
Generate leads for new business and customers
Prepare and analyze profit and loss statement for branch

Resolved customer complaints to maintain high level of satisfaction.
Managed branch operations, including sales, customer service, finances, and record keeping.
Set pricing strategy and discount rates.
Interviewed, hired, and developed team of concession staff
Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations.
Met deadlines by proactively managing individual and team tasks
Identified and capitalized on community business opportunities with effective networking.

Responsible for managing Key Accounts in an assigned territory, and for selling products ethically and in accordance with the company’s sales process and agreed marketing strategy.
Responsible for ensuring the achievement of all sales and revenue targets for the branch.
Hire / Train and motivate the Sales teams for achieving targets.
Educate & enhance the awareness of the company’s products.
Unique Promotions and Marketing Initiatives.
Taking care of all process and related escalations.

To sourcing Savings Accounts, Privilege Accounts through a team of sales officers
To control rejection ( Less than 2 %) of Account Opening Forms sourced by the team by promoting adherence to process norms
On boarding calls for FDs and SIP on newly opened Saving Accounts
To maximize float on NCA and ERV saving account customers
To improve the efficiency and productivity of the team of sales officers through continuous training
To stay updated on the recent changes in policy guidelines in order to educate the team members
To follow policy guidelines strictly while sourcing Saving Accounts, FDs

Make marketing to attract new clients financial services
Record transactions accurately, and keep clients informed about transactions management.
Analysis of clients’ financial status, and discuss financial options with clients. leads, or sales or trade meetings arrangement
Review all securities transactions to ensure accuracy of information and conformance to governing.
Calculate expenses and billing transactions.

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