Branch Manager/ Sales Manager LAP

Job Title: RM– Loan Against Property

Department: Retail Asset

Role: Relationship Manager

Job Description:

- Acquisitions of business through DSA, CA, connectors, or Direct channel or other open market channel.

- Ensure superior customer service & TAT delivery to end consumer.

- Will be responsible for the cross sell of Bank’s Liability and Revenue products.

- Will be responsible for the Monthly assigned sales targets.

Required Profile:

- Should have 5+ years of experience in overall and minimum 3years in LAP product.

- Prior sales exposure in asset product are a must.

- Job entails understanding of basic financial terminology and application – Balance sheet, P&L

- Channel handling experience

- Job requires good communication and relationship skills.

Position: Assistant Manager – Sales & Marketing

Location: Hyderabad

Experience: 7–10 Years

About the Role:

We are looking for an experienced and results-driven professional to oversee business operations across South India. The role involves driving sales growth, leading regional teams, developing business strategies, managing key client relationships, and ensuring operational excellence while achieving business targets.

Key Responsibilities:

• Lead and manage business operations across South India.

• Develop and execute sales and business development strategies.

• Achieve revenue, profitability, and market share targets.

• Manage and mentor sales and operations teams.

• Build strong relationships with customers, channel partners, and stakeholders.

• Identify new business opportunities and expand market presence.

• Analyze market trends, competitor activities, and customer needs.

• Prepare sales forecasts, budgets, MIS reports, and performance reviews.

• Collaborate with HR, Finance, Operations, and Marketing teams for seamless execution.

Required Qualifications:

• Bachelor's degree in Business Administration, Marketing, Management, or a related field (MBA preferred).

• 7–10 years of experience in Sales, Business Development, or Regional Operations.

• Proven experience in leading regional teams and achieving business targets.

• Strong understanding of the South India market.

• Excellent leadership, communication, negotiation, and relationship management skills.

• Willingness to travel extensively across South India.

Key Skills:

• Regional Business Management

• Sales & Business Development

• Team Leadership

• Strategic Planning

• P&L Management

• Client Relationship Management

• Channel Partner Development

• Market Analysis

• Revenue Growth

• Stakeholder Management

• Decision Making

• Problem Solving

If this opportunity aligns with your experience and interests, I'd be happy to discuss it further.

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.

1.     Branch Operations Management

• Oversee all operational functions, including ICT, sales, services, and inventory management.
• Ensure the branch operates within budget and achieves financial objectives.
• Implement and monitor branch policies, procedures, and standards to enhance efficiency.

2.     ICT and Technical Management

• Manage and coordinate ICT business software, networking, and hardware services.
• Oversee the installation, troubleshooting, and maintenance of ICT equipment.
• Keep updated on technology trends and ensure the branch is equipped with the latest tools to support operations and client needs.

3.     Product and Service Oversight

• Manage the branch's portfolio of ICT products, furniture, appliances, and related services.
• Oversee procurement, inventory control, and vendor relations for all products.
• Ensure a high standard of customer service and address client concerns efficiently.

4.     Sales and Marketing Management

• Develop and implement sales strategies to drive revenue and expand the branch’s market presence.
• Oversee the sales team, set performance targets, and provide coaching and support to achieve them.
• Build and maintain relationships with key clients, partners, and local businesses.

5.     Team Leadership and Development

• Recruit, train, and mentor branch staff, promoting a positive work culture and team collaboration.
• Conduct regular performance reviews and identify training needs.
• Promote safety, compliance, and ethical conduct within the branch.

6.     Customer Relationship Management

• Foster strong customer relationships and ensure exceptional service.
• Address client inquiries and complaints, ensuring timely and satisfactory resolution.
• Regularly gather and respond to customer feedback to improve services and products.

7.     Reporting and Compliance

• Prepare and submit regular performance, financial, and operational reports.
• Ensure the branch complies with all company policies, regulations, and legal standards.

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)