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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