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Unimoni
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Unimoni Financial Services - Branch Head (5-10 yrs)
Unimoni
posted 3 weeks ago
Key Roles & Responsibilities:
Business Development & Sales:
- Drive branch-level business by implementing effective sales and lead generation strategies.
- Explore new business avenues through local networking, partnerships, and market assessments.
- Ensure consistent performance across all product verticals: Forex, Gold Loans, Travel & Holidays.
- Work towards achieving branch sales targets and profitability goals.
Branch Operations Management:
- Oversee and ensure smooth day-to-day functioning of the branch including customer service, cash handling, compliance, and documentation.
- Monitor productivity of branch staff, optimize workflow, and ensure adherence to standard operating procedures.
- Ensure proper upkeep, audit readiness, and timely reporting of operational data.
Team Leadership:
- Lead, train, and mentor a team of relationship managers, sales executives, and operations staff.
- Set performance expectations, conduct regular reviews, and manage team morale and retention.
- Ensure all team members are aligned with company goals and compliance standards.
Functional Areas: Banking/Insurance
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