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Job description Note: Only Apply if you have broking industry experience Accountabilities To acquire and build relations with High Net worth, Retail and corporate customers for the company through To lead a sales team & achieving revenue and acquisition targets To provide end-to-end service solutions to existing customer relationships on a pro-active manner Responsible to manage sales and expansion of Equity, Distribution business & broking activities To educate all segments of customers with various investment avenues available and to provide high quality advise to them on their assets allocation. To gauge the customers risk appetite, time horizon and provide him advisory services in line with customers Understanding the sensitivity involved in various business classes and providing them services within a prescribed turn around time (TAT). Conceptualise & implement sales promotional plan through various marketing channels Updating customers on the changes an trends on the business landscape Continuous up-dation of the MIS Reports or any other business reporting (daily-weekly-monthly sales reports) Key competencies Good conceptual & operational understanding of capital market products viz Equities, Derivatives, Commodities, Currency Derivatives, Forex, Mutual Fund, Third Party Products etc Manage our businesses from any designated branch under the Profit-Center concept,by executing the Company's business strategy locally People Management & Staffing / Team Building skills. Should have the required ability to identify the required target segment (focus group)and address the same A good track record of successful business management (individual / branch level) or entrepreneurship Should have reliable knowledge about competitor strategies Optimize team building, employee morale & supervisory quality as per Companys HR policies. Should have communication skills which are clear, precise, articulate Should have excellent networking skills in order to generate leads & referrals Presentability & a pleasing personality to represent our corporate image, ethos & values in all customer interfaces Persuasive ability backed with strong belief in self, products and organisation Should have the required analytical skills to understand business & research reports Should be customer centric

The Branch Head is responsible for driving business growth through the Agency Channel by leading and managing a team of Unit/Development/Agency Managers. This role involves recruitment, training, and mentoring of frontline managers and advisors, ensuring sales targets are met, and enhancing market penetration. Key Responsibilities: Business Growth & Target Achievement: Drive sales and achieve business targets through the agency team. Team Leadership: Manage, mentor, and develop a team of Unit/Development/Agency Managers and advisors. Recruitment & Training: Hire and train high-performing managers and advisors to strengthen the agency network. Field Support & Joint Calls: Conduct joint fieldwork to support managers and advisors in achieving sales goals. Learning & Development: Organize training sessions to enhance product knowledge and selling skills. Lead Generation & Need-Based Selling: Ensure effective lead generation strategies and promote consultative sales. Market Expansion: Identify new business opportunities and maximize market share in the assigned territory. Compliance & Process Adherence: Ensure adherence to regulatory and company policies. Key Skills & Requirements: Proven experience in Life Insurance sales and team management. Strong leadership, coaching, and people management skills. Excellent communication, negotiation, and relationship-building abilities. Ability to strategize and execute business plans effectively. Self-motivated with a results-driven approach. Preferred Qualifications: Min Graduation in any Field Minimum 7+ years of experience in the Life Insurance industry, preferably in the Team Handling. For More Info.: Call : 93289 59079

The Branch Head is a dynamic and results-oriented leader responsible for overseeing and managing all aspects of the branch operations, with a primary focus on driving sales and achieving business targets for the life insurance company. Job Roles and Responsibilities: Provide ongoing coaching, support, and guidance to team members to enhance their product knowledge, sales skills, and customer relationship management abilities. Conduct regular team meetings, performance reviews, and provide constructive feedback. Foster a positive and collaborative team environment that encourages high performance and ethical conduct. Monitor team performance against set targets and implement strategies to improve productivity. Develop and implement strategic plans to achieve branch sales targets and business growth objectives. Drive the sales of life insurance products by ensuring the team effectively engages with potential customers and understands their needs. Monitor market trends and competitor activities to identify opportunities for business expansion. Personally contribute to sales efforts, particularly in handling key accounts or complex cases. Oversee the day-to-day operations of the branch, ensuring smooth and efficient processes. Manage branch resources effectively, including budget, infrastructure, and technology. Ensure the team provides excellent customer service and builds strong, long-term relationships with clients. Address customer inquiries and resolve issues promptly and effectively. Ensure the branch operates in full compliance with all relevant insurance regulations and company policies. Qualification & Experience Required: Bachelor's degree in any discipline. Minimum 7 years of experience in the Life Insurance industry is mandatory. Minimum 1 year of experience in team management and handling is essential. Proven track record of achieving significant business targets, with a demonstrable business volume of at least INR 1 Crore in previous organizations. Strong understanding of life insurance products, sales processes, and market dynamics. Excellent leadership, communication, interpersonal, and motivational skills. Strong analytical and problem-solving abilities. Proficiency in using relevant software and technology. For more information - Kindly Contact Us: Jaydip P | HR Team Phone/WhatsApp: +91 92659 00684

We are seeking a dynamic and results-driven Branch Head to lead our life insurance branch. This leadership role is responsible for managing and mentoring a team of insurance professionals, driving business growth, and ensuring exceptional client service. Job Roles and Responsibilities: Lead, mentor, and manage a team of insurance professionals to achieve branch targets. Foster a high-performance culture through coaching, training, and continuous development. Conduct regular performance reviews and provide actionable feedback to team members. Develop and implement strategic plans to drive branch growth and profitability. Build and maintain strong relationships with key clients, stakeholders, and partners. Ensure compliance with company policies, industry regulations, and quality standards. Oversee daily branch operations, including budgeting, reporting, and resource management. Collaborate with senior management to set and execute branch goals and strategies. Analyze market trends and competitor activities to adapt strategies and maintain a competitive edge. Champion a customer-centric approach by ensuring high levels of service quality. Address customer queries and resolve issues promptly to maintain trust and satisfaction. Desired Candidates Profile: Minimum 7+ years of experience in the life insurance industry. At least 1+ year of demonstrated team management and leadership experience. Proven track record of achieving a business volume of 1+ CR in previous roles. Strong leadership and people management skills. Strategic thinker with a results-oriented approach. In-depth understanding of the life insurance market, products, and regulatory environment. For more information - Kindly Contact Us: Jaydip P | HR Team Phone/WhatsApp: +91 92659 00684

We are seeking a dynamic and results-driven Branch Head to lead our life insurance branch. This leadership role is responsible for managing and mentoring a team of insurance professionals, driving business growth, and ensuring exceptional client service. Job Roles and Responsibilities: Lead, mentor, and manage a team of insurance professionals to achieve branch targets. Foster a high-performance culture through coaching, training, and continuous development. Conduct regular performance reviews and provide actionable feedback to team members. Develop and implement strategic plans to drive branch growth and profitability. Build and maintain strong relationships with key clients, stakeholders, and partners. Ensure compliance with company policies, industry regulations, and quality standards. Oversee daily branch operations, including budgeting, reporting, and resource management. Collaborate with senior management to set and execute branch goals and strategies. Analyze market trends and competitor activities to adapt strategies and maintain a competitive edge. Champion a customer-centric approach by ensuring high levels of service quality. Address customer queries and resolve issues promptly to maintain trust and satisfaction. Desired Candidates Profile: Minimum 7+ years of experience in the life insurance industry. At least 1+ year of demonstrated team management and leadership experience. Proven track record of achieving a business volume of 1+ CR in previous roles. Strong leadership and people management skills. Strategic thinker with a results-oriented approach. In-depth understanding of the life insurance market, products, and regulatory environment. For more information - Kindly Contact Us: Jaydip P | HR Team Phone/WhatsApp: +91 92659 00684

The Branch Head is a dynamic and results-oriented leader responsible for overseeing and managing all aspects of the branch operations, with a primary focus on driving sales and achieving business targets for the life insurance company. Job Roles and Responsibilities: Provide ongoing coaching, support, and guidance to team members to enhance their product knowledge, sales skills, and customer relationship management abilities. Conduct regular team meetings, performance reviews, and provide constructive feedback. Foster a positive and collaborative team environment that encourages high performance and ethical conduct. Monitor team performance against set targets and implement strategies to improve productivity. Develop and implement strategic plans to achieve branch sales targets and business growth objectives. Drive the sales of life insurance products by ensuring the team effectively engages with potential customers and understands their needs. Monitor market trends and competitor activities to identify opportunities for business expansion. Personally contribute to sales efforts, particularly in handling key accounts or complex cases. Oversee the day-to-day operations of the branch, ensuring smooth and efficient processes. Manage branch resources effectively, including budget, infrastructure, and technology. Ensure the team provides excellent customer service and builds strong, long-term relationships with clients. Address customer inquiries and resolve issues promptly and effectively. Ensure the branch operates in full compliance with all relevant insurance regulations and company policies. Qualification & Experience Required: Bachelor's degree in any discipline. Minimum 7 years of experience in the Life Insurance industry is mandatory. Minimum 1 year of experience in team management and handling is essential. Proven track record of achieving significant business targets, with a demonstrable business volume of at least INR 1 Crore in previous organizations. Strong understanding of life insurance products, sales processes, and market dynamics. Excellent leadership, communication, interpersonal, and motivational skills. Strong analytical and problem-solving abilities. Proficiency in using relevant software and technology. For more information - Kindly Contact Us: Avanik P | HR Team Phone/WhatsApp: +91 82004 21048

Driving building, training and activation of agent Monitor agent business performance to ensure activation Generation of lead to drive sale ensuring achievement of target Policy renewal . Increasing product awareness among agent . Mo :- 9023704649 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 22 to 38 years (Fresher's can't apply) . Locality : Should be Local . Perks and benefits PF Medical Benefits Family Insurance On roll job .

Driving building, training and activation of agent Monitor agent business performance to ensure activation Generation of lead to drive sale ensuring achievement of target Policy renewal . Increasing product awareness among agent . Mo :- 9316295986 . Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 24 to 40 years (Fresher's can't apply) . Locality : Should be Local . Perks and benefits PF Medical Benefits Family Insurance On roll job .

Driving building, training and activation of agent Monitor agent business performance to ensure activation Generation of lead to drive sale ensuring achievement of target Policy renewal . Increasing product awareness among agent . Mo :- 9316295986 . Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 24 to 40 years (Fresher's can't apply) . Locality : Should be Local . Perks and benefits PF Medical Benefits Family Insurance On roll job .

Driving building, training and activation of agent Monitor agent business performance to ensure activation Generation of lead to drive sale ensuring achievement of target Policy renewal . Increasing product awareness among agent . Mo :- 9316295986 . Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 24 to 40 years (Fresher's can't apply) . Locality : Should be Local . Perks and benefits PF Medical Benefits Family Insurance On roll job .

You will drive profitability, ensure compliance, &maintain seamless ops while developing strategies, executing sales plans, overseeing operations, managing resources, and leading teams to deliver efficient banking services in your branch. Required Candidate profile Minimum 8 years experience, minimum 2 years as Branch Manager for a with excellent track record. Self driven leader with a strong stability and business acumen, customer focus,digital savvy

Monitoring of Branch Performance. Ensuring over-achievement of Branch Sales targets. To increase the G.L. Size of the Branch with focus of Cross-selling and 3rd Party Products. Working towards maximizing profits and fee-based income for the Branch. Ensuring Outstanding audit rating of the Branch. Ensuring outstanding customer service in the Branch. Proper implementation of Quality standards and achieving outstanding quality scores.

Dear Candidate, Urgent opening for Branch Manager BRANCH MANAGER Branch Banking CTC : Upto 32 LPA Location : Across Mumbai KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch EXPERIENCE: Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products In-depth understanding of financial instruments, markets and macro - micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: MBA / CA/ CAIIB Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 AGE: 28 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40699708 / 8369367973

Oversee and manage all operational activities of the branch, ensuring efficiency, security, and adherence to standard operating procedures. Ensure the branch is compliant with all regulatory and internal policies, including KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations. Monitor branch performance against key metrics such as customer service, transaction processing times, and compliance. Drive branch sales through retail banking products such as savings accounts, loans, mortgages, insurance, and investment products. Set and achieve targets for revenue generation, customer acquisition, and product penetration. Develop and execute local sales strategies to grow market share and achieve branch goals. Identify and develop relationships with key customers and businesses to increase footfall and transactions at the branch. Ensure exceptional service delivery to customers and resolve any service-related issues in a timely manner. Maintain and nurture relationships with high-value clients, ensuring their needs are met. Conduct regular reviews and address feedback to continuously improve the customer experience. Lead, motivate, and manage the branch staff, including hiring, training, and evaluating team members. Provide regular coaching and feedback to ensure staff are meeting performance standards and compliance requirements. Foster a positive and collaborative work environment that promotes team effectiveness and individual development. Ensure the branch adheres to all risk management guidelines, regulatory requirements, and internal policies. Implement and monitor controls to prevent fraud, minimize operational risks, and maintain asset security. Conduct regular audits and reviews to ensure the branch is operating within risk tolerance levels. Prepare and analyze branch financial reports, including profit and loss statements, cost control measures, and budgets. Take necessary actions to improve branch profitability and optimize resource allocation. Track and report on key performance indicators (KPIs) and develop action plans for continuous improvement.

Job Role:- Monitoring of Branch Performance. Ensuring over-achievement of Branch Sales targets. To increase the G.L. Size of the Branch with focus of Cross-selling and 3rd Party Products. Working towards maximizing profits and fee-based income for the Branch. Ensuring Outstanding audit rating of the Branch. Ensuring outstanding customer service in the Branch. Proper implementation of Quality standards and achieving outstanding quality scores. Ensuring cross sell of liability products like Tax saving Bonds, Mutual funds, IPOs, Pos, FDR, CA-SA, Life & General Insurance. Sales of Asset products like housing loans, car loans, personal loans etc. Working towards the optimization of the operating cost of the Branch. Imparting functional training to staff. Motivation & development of subordinates.

Establishing standards and delivery of service. Cross selling targets progressively.Sale of Mutual Fund and Insurance products.Regulatory compliance, Manage productivity, morale of branch personnel.Overall responsible for break-even and P&L of branch Required Candidate profile Must have had Sales experience and exposure, preferably of Liabilities products. In-depth understanding of financial instruments, markets and macro - micro economic processes

Managing Sales Operations and overall functioning of the branch. Cost Management and Cost-effectiveness at the branch to ensure profitability, also ensure that the branch adheres to the Know Your Customer (KYC) and Anti Money Laundering (AML).

Affordable Housing Finance ROI:9.5% to 12% Ticket Size: 10Lto 5CR Attractive Incentive, Allowances Required Candidate profile Currently Working in NBFC For Affordable Housing Finance mansi.talentvisionary@gmail.com

Manage and lead the branch along with business development Primary focus on driving Acquisition of new customers, deepening the existing book & Cross selling multiple products. Ensuring branch meets its CASA, FD and Third-Party Income Targets Have a strategy plan for achieving the Third-Party products like LI, GI Building and maintaining healthy business relations with high net worth and corporate clients, ensuring high customer satisfaction matrices by achieving delivery & service quality norms. Leading, training & monitoring the performance of team members to ensure efficiency in sales operations and meeting of individual & group targets. Tracking and monitoring daily productivity and book movement of the branch. Should ensure that the branch complies with Banks policies and processes. Ensure comprehensive compliance with all regulatory and statutory requirements as relevant for the branch and for various product and services. Cost Management and Cost effectiveness at the assigned branch to ensure profitability, also ensure that branches adheres to the Know Your Customer (KYC) and Anti Money Laundering (AML) norms at all times. Ensuring that the customers get world class services, and their needs are understood and met through the financial product offerings of the bank. Supervising Key Areas including Marketing, Business Channel Development, Team Development and Revenue Generation. Ensure all laid down system and processes are followed at branch as stipulated by the Senior Management.

Hiring in private banking Customer leads Provides Banking Sales products cross-selling products to bank customers. Responsible for managing business only one branch provide Candidate Stability & Experience Important Branch sit work Required Candidate profile -Graduation or Above -Age 21 to 40 Years -Minimum 6 Months experience in any sales /Marketing -Fresher's Can't Apply Perks and benefits Incentive Insurance Cover Paid Leave Medical

Oversee daily banking operations to ensure efficiency and customer satisfaction. Lead and manage branch staff, including hiring, training, and performance management. Develop and implement strategies to achieve branch sales targets and business growth. Build and maintain strong customer relationships, ensuring high levels of service. Monitor and ensure compliance with banking regulations, policies, and procedures. Handle customer complaints and resolve issues in a professional manner. Analyze financial reports and branch performance to identify areas for improvement. Promote bank products and services to increase customer engagement and revenue. Ensure proper risk management and adherence to security protocols. Collaborate with senior management to implement corporate policies and initiatives.

Role & responsibilities Prepares financial statements and analysis for branch Manages and supervises department employees; responsible for day-to-day supervision and leadership Maintains and oversees all banking procedures and processes Recruiting, vetting, interviewing, and hiring new employees Overseeing approvals of loans, lines of credit, and other fiscal plans Assisting with customer service and satisfaction Marketing branch within the community to attract business Records and researches all financial information for analysis Oversees budget reports, preparation of budgets, and analysis of budgets Documents and interprets complicated financial information for bank clients Advises on procedures and financial management as well as developing policies Oversees financial reports for taxes, regulatory agencies, and other financial groups relating to branch finance Forecasts and plans according to fiscal needs Growing banks number of accounts

*Marketing & Management for Freshers *Brand awareness / Customer acquisition *Developing team and providing effective training *Mentoring and Managing a team to achieve desired performance *Understanding Financial aspects HR Sakshi - 9004368951 Required Candidate profile Preferred candidate profile *Starting up a business unit after a training module of 10 12 months *Looking for Mumbai Candidates only *Immediate joiner only *Age criteria between 18 to 27 *Freshers

Role & responsibilities Team Handling Good knowledge about HL,LAP, PL & BL He has must experience as a Branch Manager roles Preferred candidate profile Local candidate are preferred Perks and benefits As per company norms Contact No 9938763768

The Branch Head - Agency Vertical will be responsible for leading and managing the agency channel at the branch level, driving business growth, and ensuring operational excellence. This role demands a seasoned professional with a proven track record in the life insurance industry, exceptional team leadership skills, and a strategic mindset to achieve ambitious business targets. Job Roles and Responsibilities: Develop and implement strategies to expand the agency network and enhance productivity. Identify new business opportunities and ensure consistent growth in premium collections. Lead, mentor, and motivate a team of agency managers and agents to achieve individual and branch-level goals. Oversee recruitment, training, and development of high-performing on roll teams. Foster a culture of performance, accountability, and collaboration within the team. Build and strengthen relationships with agents, ensuring consistent recruitment and retention of top talent. Monitor and enhance agent productivity through regular performance reviews and incentives. Ensure compliance with IRDAI regulations, company policies, and ethical standards. Candidates Requirements: Minimum 8+ years in the life insurance industry, specifically in the Agency Vertical, with at least 2+ years in a team management and team-building role. Proven history of generating annual business of INR 1.5 Crore+ in a previous role/company. Strong leadership and people management skills. Expertise in sales, business development, and agency channel management. Analytical mindset with the ability to interpret data and drive actionable insights. Excellent communication, negotiation, and relationship-building abilities. Result-oriented with a focus on achieving and exceeding targets. For more information - Kindly Contact Us: Jay | HR Team Phone/WhatsApp: +91 63531 31340