Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis. Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis. Maintain customer relations & ensure post sale needs of customers are met. Ensure strict adherence to policies and procedures. Organize marketing activities or events to raise brand awareness.

Position: BRANCH HEAD Organization Name: Sakthifinance Financial Services Limited Industry: Banking and Financial Services Products/ Services: Lockers, Deposits, Mutual Funds Responsible for the overall sales and operational function of the branch Manage team to build sales / operational functional excellence Handholding, mentoring and coaching for performance Plan and execute activities to promote products and services to acquire clients Engage client relationship to enhance stickiness thus creating opportunities for up sell and cross sell. Achieve product and revenue mix as will be decided my Management from time to time. Ensure promptness in handling MIS including escalations relating to sales activities and documentation Track and Manage performance of sales and back end staff Adhere to rules and regulations, monitor them regularly Take accountability for Consistent achievement of monthly targets. Requirements: Ability to stay abreast of competing markets and provide reports on market movement and penetration Experience in Sales Management with proficiency in Activity and Performance management. Team Building and organizational skills. Customer Centricity and results driven Strong communication and people skills Learning orientation.

Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis. Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis. Maintain customer relations & ensure post sale needs of customers are met. Ensure strict adherence to policies and procedures. Organize marketing activities or events to raise brand awareness.

Products/ Services: Lockers, Deposits, Mutual Funds Responsible for the overall sales and operational function of the branch Manage team to build sales / operational functional excellence Handholding, mentoring and coaching for performance Plan and execute activities to promote products and services to acquire clients Engage client relationship to enhance stickiness thus creating opportunities for up sell and cross sell. Achieve product and revenue mix as will be decided my Management from time to time. Ensure promptness in handling MIS including escalations relating to sales activities and documentation Track and Manage performance of sales and back end staff Adhere to rules and regulations, monitor them regularly Take accountability for Consistent achievement of monthly targets.

Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis. Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis. Maintain customer relations & ensure post sale needs of customers are met. Ensure strict adherence to policies and procedures. Organize marketing activities or events to raise brand awareness.