Branch Manager/ Sales Manager LAP at KreditBee · Bengaluru (Bangalore), Hyderabad, Chennai · 2 - 10 years · ₹3L - ₹10L / yr · Raised funding · Posted 24 Oct 2025
Key Responsibilities:
Sales and Business Development:
- Lead the branch team to achieve sales targets for Loan Against Property (LAP) products, ensuring overall growth in the branch's portfolio.
- Develop and implement strategies to acquire new clients, cross-sell products, and maintain long-term relationships with customers.
- Monitor market trends and competitor activities to identify opportunities and stay ahead of market demands.
- Promote the LAP product offerings through various channels, including partnerships, referral networks, and local events.
Team Leadership and Management:
- Manage, mentor, and guide the sales and operational teams to achieve individual and branch-wide sales goals.
- Conduct regular performance reviews and provide coaching and training to enhance the sales team’s skills.
- Ensure adherence to organizational standards and processes in customer acquisition and relationship management.
Customer Relationship Management:
- Establish and maintain strong relationships with key clients, stakeholders, and other business partners.
- Provide high-level support for the LAP product offering, including assisting clients with queries and guiding them through the loan process.
- Resolve customer issues or concerns related to LAP applications and ensure timely and efficient processing.
Operational Management:
- Oversee the day-to-day operations of the branch, including loan origination, documentation, disbursement, collections, and compliance.
- Ensure the branch maintains a smooth, efficient, and compliant operation in line with internal policies and external regulations.
- Monitor and maintain branch financials, including revenue, expenses, and profitability.
Reporting and Compliance:
- Provide regular reports to senior management on branch performance, including sales achievements, operational issues, and market trends.
- Ensure all processes comply with regulatory guidelines, including KYC (Know Your Customer) and AML (Anti-Money Laundering) policies.
Shubham Vishwakarma
Full Stack Developer - Averlon
About KreditBee
About
Company social profiles
Similar jobs (6)
Sales Strategy and Revenue Management
Develop and implement company-wide sales strategies to achieve revenue, gross profit, and profitability targets.
Set and monitor sales budgets, targets, and performance objectives across all branches and sales teams.
Identify sales gaps and implement corrective actions to improve performance and achieve company objectives.
Sales Team Leadership and Performance Management
Lead, coach, and develop Sales Managers, Branch Managers, and sales personnel to achieve individual and team targets.
Conduct regular sales performance reviews, provide direction, and identify training and development needs.
Promote a high-performance sales culture focused on accountability, customer service, teamwork, and results.
Business Development and Market Expansion
Identify and pursue new business opportunities, major accounts, projects, and strategic partnerships.
Develop strategies to expand the company’s market presence across Papua New Guinea.
Monitor market trends, competitor activities, customer requirements, and emerging opportunities to guide sales initiatives.
Key Account and Customer Relationship Management
Build and maintain strong relationships with key corporate, government, and institutional customers.
Support branches and sales teams in major quotations, tenders, negotiations, and strategic account development.
Ensure high standards of customer service and timely resolution of significant sales and customer concerns.
Sales Forecasting, Pipeline and Reporting
Maintain accurate company-wide sales forecasts and monitor the sales pipeline, quotations, tenders, and major opportunities.
Review branch and sales team performance against budget and provide regular sales reports and recommendations to senior management.
Ensure accurate and timely reporting of sales activities, results, margins, and business opportunities.
Product, Pricing and Margin Management
Work closely with management and relevant departments on product positioning, pricing, promotions, and sales campaigns.
Ensure sales teams understand the company’s ICT solutions, copiers, hardware, furniture, appliances, and other product offerings.
Monitor sales margins and ensure transactions support the company’s profitability objectives.
Cross-Functional Coordination and Compliance
Work closely with Branch, Operations, Service, Software, Stocks, Accounts, and Purchasing teams to support customer requirements and business objectives.
Ensure sales activities comply with company policies, procedures, approved pricing, credit requirements, and applicable standards.
Assistant Sales Manager
The Assistant Sales Manager supports the Sales Manager in achieving sales targets, expanding the customer base, managing sales operations, and driving revenue growth. The role involves supervising the sales team, developing customer relationships, identifying new business opportunities, and ensuring effective execution of sales strategies.
Key Responsibilities:
- Assist in developing and implementing sales strategies and plans.
- Support the Sales Manager in achieving monthly and annual sales targets.
- Manage and motivate the sales team to improve performance.
- Generate leads and identify new business opportunities.
- Build and maintain strong customer relationships.
- Handle key customers and support account management activities.
- Monitor sales pipeline, leads, conversions, and follow-ups.
- Prepare sales reports, forecasts, and performance updates.
- Conduct market research and monitor competitor activities.
- Support pricing, negotiation, and deal-closing activities.
- Manage distributors, dealers, channel partners, or sales territories.
- Coordinate with marketing, operations, finance, and customer service teams.
- Track team performance and ensure timely achievement of targets.
- Provide sales training, coaching, and guidance to team members.
- Resolve customer issues and ensure high customer satisfaction.
- Ensure proper usage and updating of CRM and sales databases.
Sales Head
Responsible for developing and executing sales strategies to drive revenue growth, expand market presence, acquire new customers, and strengthen relationships with key accounts. Leads and motivates the sales team to achieve business targets while monitoring sales performance, market trends, customer needs, and competitive activities.
Key Responsibilities:
- Develop and implement sales strategies and business plans.
- Drive revenue, sales growth, and profitability.
- Lead, mentor, and manage the sales team.
- Set sales targets and monitor achievement.
- Identify new markets, customers, and business opportunities.
- Manage key accounts and strengthen customer relationships.
- Develop sales forecasts, budgets, and performance reports.
- Manage sales pipeline, CRM, and conversion activities.
- Negotiate commercial terms and close high-value deals.
- Monitor market trends and competitor activities.
- Develop and manage distribution/channel networks.
- Collaborate with marketing, operations, finance, and senior management.
- Ensure customer satisfaction, retention, and repeat business.
- Analyze sales data and implement corrective actions to improve performance.
Qualification: MSc IT or MCA or BMS with MBA in Sales/Marketing
Experience: 6+ years of enterprise sales experience in BFSI technology / SaaS / fintech / lending tech sales.
Role Overview
We are looking for a Senior BDM - Enterprise Sales with deep experience in BFSI (Specifically Lending) who has independently driven mid-to-large ticket technology deals from prospecting to closure, while also growing and managing strategic enterprise accounts.
Products To Be Sold
Loan Origination System (LOS) - goOriginate (https://credility.in/goOriginate) and its modules.
Key Requirements
Proven track record of:
● Independently closing enterprise BFSI deals
● Handling long sales cycles (3-9-12 months)
● Selling Fintech or Lending Tech Product/ Solution Skill Set
● Added advantage if sold Loan origination system or Onboarding system or CRM.
● Driving revenue expansion through new business logos, cross-sell and up-sell.
● Building long-term CXO relationships within enterprise accounts
● Enterprise solution selling & consultative sales
● Key Account Management & relationship expansion
● Account mining and revenue expansion strategies
● Strong negotiation & commercial acumen
● Stakeholder & objection management and Strong gap analysis
● Lending domain understanding
● CRM discipline & forecasting accuracy
● Strong executive communication & presentation skills
Roles and responsibilities
1. Deal Ownership & Closures
● Own end-to-end enterprise sales cycle: discovery → solutioning → demos → commercials → negotiation → closure (will be supported by Business Head).
● Close mid-to-large ticket deals (Avg. 1 Cr p.a or 4 Crs for 3 Yrs to 5 Yrs TCV deal size ).
● Understand lending workflows.
● Create account penetration strategies for targeted HFCs and NBFCs to get New business logo or Upsell/ Cross sell.
● Build a strong pipeline through outbound prospecting, strategic networking events, referrals, and inbound opportunities.
● Engage CXOs and senior stakeholders across Lending functions (Business, IT & Management).
● Position value-based selling around ROI, operational efficiency, compliance, and scalability.
2. Pipeline Generation & Forecasting
● Maintain accurate sales forecasting, deal stage hygiene, and CRM updates.
● Consistently deliver quarterly and annual TCV targets.
● Track account growth metrics, new logo, renewal forecasts, and expansion pipeline
3. Commercials, Negotiation & Contracting
● Lead pricing discussions, discounting logic, and value justification.
● Close commercial negotiation while protecting margin and long-term account value.
● Drive enterprise deals to final stages negotiating multi-year legal contracts.
Position: Corporate Sales Manager –
Mutual Fund Role Overview The role involves engaging with Corporate, HNI, UHNI and Retail clients to provide customized investment advisory solutions, manage key relationships, and drive business growth.
Depending on experience, the incumbent will be responsible for one or more activities related to client acquisition, surplus management, financial advisory, relationship development, and marketing of investment products.
This position requires strong client-facing abilities, strong understanding of financial products, and the capability to deliver high-quality, insights-led advisory services.
Key Responsibilities
● Understand client requirements and recommend investment products aligned with financial objectives and risk profile.
● Advise Corporate, HNI, and Retail clients on surplus fund management and portfolio suitability.
● Stay updated on financial markets, economic conditions, and investment product offerings.
● Meet corporate clients (primarily Treasury, Finance & Accounts teams), HNIs, and retail prospects to introduce SPA’s wealth and advisory services.
● Generate business leads, evaluate enquiries, and propose effective investment solutions.
● Identify and develop relationships with strategic partners to expand outreach and opportunities.
● Manage client relationships end-to-end, ensuring proactive engagement and personalized service.
● Retain and expand the existing client base through structured follow-ups and consistent value delivery.
● Ensure timely resolution of post-sales service issues and continuously explore cross sell/up-sell opportunities.
● Work closely with internal research, product, and marketing teams to develop relevant investment ideas and marketing collateral.
● Enhance SPA’s visibility and recall as a preferred wealth advisor among Asset Management Companies and Clients.
● Maintain professional conduct and ensure high service quality to meet and exceed client expectations.
Skills & Experience
● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.
● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.
● Familiarity with global markets and international investment products will be an added advantage.
● High level of comfort with technology platforms, digital tools, CRM systems, and AI assisted advisory workflows.
● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English.
Qualifications & Certifications
● Degree in Finance with qualifications such as CA / CFA / MBA / PGDM and a strong academic background.
● Mandatory NISM / AMFI certifications.
● Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth Management will be considered a strong bonus.
● Existing strong client relationships will be given due weight. Remuneration Compensation will be as par with the best in the industry, with an attractive performance linked variable structure.
Location: Janakpuri, New Delhi
The Opportunity:
Agami unlocks the power of data to create opportunities for consumers, businesses, and society. We gather, analyze, and process data in ways others can’t. For more than 5 years, we’ve helped consumers and clients prosper, and economies and communities flourish – and we’re not done. We believe the possibilities for you, and our world, are growing. We’re investing in new technologies, talented people, and innovation so we can help create a better tomorrow.
Expected Deliverables & Outcomes:
Provide leadership and management for the regional sales territory and sales development activities, in alignment with the strategic company direction. Responsible for retaining current customers as well as developing and attracting new customers. Responsible for learning and selling current products and new products, keeping abreast of new technologies, recommending/sharing changes and trends seen in the
field, and meeting sales goals in targeted markets.
Responsibilities:
1. Prospect and close sales leads to help generate revenue for the company.
2. Responsible for developing, implementing, and evaluating the sales strategy.
3. Should have strong management and coaching skills to support the learning and development of
the sales team.
4. Support the learning and development of the sales team
5. Coordinate with sales representatives to generate and meet with prospective leads
6. Track and report all sales activities
7. Develop and execute sales strategy through market analysis
Driving Results:
Sets positive, compelling goals and aggressive schedules for improvement. Translates the vision/mission of the organization into actionable, quantitative plans. Conveys a sense of urgency and drives issues to closure.
Managing Performance
Translates overarching business goals into specific objectives for each member of the team. Holds people accountable for agreed-upon results. Identifies and keeps others focused on the most important metrics that
drive the business, and uses CRM and reporting tools consistently to effectively manage the territory
Building Commitment
Motivates others to pursue common objectives with excitement about the future. Radiates enthusiasm for goals and infects others with a shared optimism and excitement. Conveys a genuine belief in succeeding despite the toughest obstacles. Building Relationships and Using Influence builds and sustains excellent relationships at all levels, both internally and externally. Uses relationship networks to strategically accomplish objectives. Communicates excitement about the business and motivates others to pursue common objectives.
Communication
Communicates passion, energy, intensity, and excitement. Is highly articulate and compellingly makes arguments and comes to the point. Energy/Endurance Has a high work capacity and shows passion,energy, endurance, and intensity. Maintains focus through days of long hours and multiple priorities
Minimum Qualifications:
● Bachelor’s degree in marketing or business administration
● Should have at least 3 to 5 years of experience selling multiple software products and services
into key accounts. Selling SAAS products /Cloud experience, Call Center, and CRM selling
Experience will be preferred.
● Excellent communication, interpersonal, and organizational skills
● Superb leadership ability
● Ready to travel
● Proven success rate at levels above quotas
● Experience in planning and implementing sales strategies.
● Should be a relationship builder at the C or VP level
● Should follow a consultative approach to sales
● Strong business vertical domain expertise needed/preferred in at least 2 verticals (BFSI, RETAIL,
EDUCATION, HEALTHCARE, BPO/ITES)
Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon