Identifying prospects, converts them to leads by explaining the features/terms and conditions and close the business. Adhere end to end process of sourced business – Sourcing, Document Completion, Booking etc Payment tracking of complete subscription till the end & dues collection. Ensure the allocated income target. Negotiating with Corporates/Residents association for group deals.
Drive chit sales and meet business targets Oversee daily branch operations and customer service Manage collections, auctions, and documentation Lead and motivate branch staff and field agents Ensure compliance and timely reporting Requirements 5+ years in financial services (2+ years in a leadership role) Strong sales, leadership, and communication skills Knowledge of chit fund sales preferred
Lead branch operations to achieve business growth and profitability. Drive sales and marketing of chit fund products in the Mysuru region. Manage, mentor, and train branch staff for performance excellence. Ensure superior customer service and retention. Oversee chit auctions, prize distributions, and payout processes. Maintain compliance, documentation, and secure branch administration. Monitor branch finances, collections, and reporting accuracy. Identify business opportunities and expand local market presence. Implement risk management and adhere to regulatory requirements. Represent the brand locally and build strong community relationships.
Management of Prize Money Distribution Process- Final sign off for each disbursal by scrutinizing profile, documentation, process & risk Controller of Receivables- Stock Taking of receivables & Payment track for the debt outstanding Management of Prize Money Distribution by complying Security Norms & Financial Delegation Implement Process flow of credit – Prize money Distribution Review the credit policy periodically & suggest changes/modification In-person verification of customer where ever required Final sign off for each disbursal by scrutinizing profile, documentation, process & risk Controller of entire credit monitoring process Review of In-personal verification & authenticity Review of authenticity of documentation Stock Taking of receivables & Payment track for the debt outstanding Report for recovery/legal action to collect the money owned Other duties as delegated from time to time
Recruitment & management of Direct Sales Team and ensuring Productivity Enrollment of Agents & Driving them for business Achieving the Business Development Goal for the branch – ATR, Chit Group & No of Subscribers Achieving the P & L goal for the branch Responsible Maintaining and increasing the standard of customers Service Responsible for process & compliance to ensure 100% compliance of internal & statutory norms Controller of Receivables- Stock Taking of receivables & Payment track for the debt outstanding Managing the entire channel for ensuring productivity & profitability Plan, Design and management regular activities for creating valid leads for increasing sales Controller of P&L by reducing cost and increasing sales volume. Explore new channel/avenues for sourcing business. Ensuring the process and compliance to ensure smooth running of branch operations Strict monitoring of receivable and collection mechanisms Stock Taking of receivables & Payment track for the debt outstanding Other duties as delegated from time to time
Drive corporate channel sales in the Tilaknagar area by collaborating with Relationship Managers and Relationship Officers. Manage and mentor sales teams including Relationship Officers to meet revenue targets. Coordinate with Corporate Companies, Area Managers, and Zonal Managers to execute strategies. Plan and execute acquisition of new corporate clients and chits business partnerships. Monitor sales performance, pipeline, and conversion across the assigned geography. Ensure alignment of local initiatives with corporate goals and policies. Maintain strong relationships with channel stakeholders and key corporate decision-makers. Resolve operational, sales, or client escalations within the area. Provide periodic reports, forecasts, and market feedback to senior management. Uphold compliance, ethics, and brand standards in all sales and customer interactions.