Shriram Life Insurance - Assistant Branch Manager

Key Responsibilities:

- Sales & Revenue Growth

- Drive sales of core products such as loans, insurance, accounts, investment products, etc.

- Identify cross-selling and up-selling opportunities for branch customers.

- Monitor and support the achievement of monthly, quarterly, and annual business targets.

Team Leadership:

- Supervise and mentor Relationship Officers, Sales Executives, and Operations staff.

- Allocate sales and service responsibilities, ensure target adherence.

- Conduct regular team briefings, performance reviews, and on-ground coaching.

Branch Operations & Compliance:

- Support in daily branch operations including cash handling, KYC checks, policy issuance, and loan

disbursement.

- Ensure adherence to regulatory norms and internal audits (RBI, IRDAI, etc.)

- Monitor branch documentation, approvals, and system entries for accuracy and timeliness.

Customer Relationship Management:

- Resolve customer queries, grievances, and escalations promptly.

- Maintain high customer satisfaction and repeat business.

- Build strong local relationships and community engagement.

Reporting & MIS:

- Generate and maintain daily/weekly branch performance reports.

- Analyze branch KPIs such as footfall, lead conversion, disbursement ratio, etc.

- Present reports to Branch Manager or Zonal Office.

Technical & Digital Skills:

- Proficient in branch banking software, CRM platforms, and core transaction systems (e.g., Finacle, CRMNext, Tally, Core Banking Solutions)

- Knowledge of Loan Management Systems (LMS) or Policy Administration Systems (in case of insurance)

- Excel skills for data analysis (VLOOKUP, Pivot Tables, Dashboarding)

- Use of mobile apps and POS systems for customer service and onboarding

- Familiarity with compliance and audit tools for branch governance

Required Qualifications & Experience:

- Graduate/Postgraduate in Commerce, Finance, Business Administration, or equivalent

- 36 years of experience in branch banking, microfinance, NBFCs, retail sales, or insurance

- Proven team handling experience is mandatory

- IRDAI or AMFI certifications are an added advantage (if applicable)

Key Competencies:

- Leadership & people management

- Sales & customer focus

- Operational efficiency

- Compliance and documentation diligence

- Communication skills in local language + Hindi/English

- Ability to handle pressure, targets, and multitasking environments

Why Join Us?

- Fast-track growth to Branch Manager or Area Head roles

- Opportunity to lead and scale business operations independently

- Dynamic performance-based incentive structure

- Work with a trusted and growing brand with nationwide presence