Branch Head - Sales

Role Overview:

The Branch Sales Head is responsible for leading and driving the branch’s sales, profitability, strategic leadership, strong team management, and a relentless focus on performance and compliance. 

Key Responsibilities:

• Sales & Profitability

  : Drive consistent revenue growth and ensure healthy ROI through optimized operations and lead conversions.

• Team Leadership:

  Manage and mentor a diverse team across multiple verticals — including RMs, Insurance Advisors, and Investment Specialists — to deliver strong individual and departmental performance.

• Lead Management

  : Ensure timely handling of digital and offline leads with a focus on conversion, accountability, and process excellence.

• Product Coverage:

  Maintain strategic relationships with important product vendors/manufacturers to offer a competitive and compliant product portfolio.

• Process & Compliance

  : Standardize workflows, ensure use of CRM/tools, and maintain high-quality service with strict adherence to regulations.

• Training & Culture

  : Foster a performance-driven, ethical, and collaborative work culture with regular coaching, reviews, and recognition initiatives.

• Cross-sell/Upsell:

  Drive wallet share growth through coordinated cross-selling strategies and inter-departmental synergy.