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1
branch sales manager
- 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.
2
branch sales manager
- 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
3
branch sales manager
- 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.
4
branch sales manager (office-based)
- 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.
5
branch sales manager
- 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
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