Assistant Branch Manager

4 days ago

Kolkata, India Star Union Dai Ichi Life Insurance Sud Life Full time

Job Description

Key Responsibilities:

Operations & Administration

- Assist in managing daily branch operations in compliance with policies and procedures.
- Ensure proper documentation, cash handling, and audit readiness.
- Supervise the work of front-office and back-office staff.

Sales & Business Development

- Support the branch in achieving monthly and quarterly sales targets.
- Promote and sell financial products such as loans, deposits, insurance, or investments (based on sector).
- Identify and pursue opportunities for cross-selling and upselling.

Customer Service

- Address and resolve customer issues, inquiries, and complaints promptly.
- Ensure a high standard of customer experience and satisfaction.
- Build strong customer relationships and retain key accounts.

Team Supervision & Training

- Assist in training and mentoring staff on products, services, and processes.
- Motivate and monitor team performance to achieve individual and branch-level goals.
- Help manage staff schedules, attendance, and task delegation.

Compliance & Risk Management

- Ensure all regulatory, operational, and audit compliance requirements are met.
- Minimize branch-level risks by maintaining control over critical functions.
- Report suspicious transactions or policy breaches as per internal protocols.

Qualifications:

- Bachelor's degree in Business Administration, Finance, Commerce, or a related field.
- 36 years of experience in branch banking, retail sales, or financial services, including team handling exposure.

Key Skills:

- Leadership and people management
- Strong sales and customer service orientation
- Knowledge of banking/financial products and regulations
- Problem-solving and decision-making
- Communication and interpersonal skills
- Basic knowledge of MS Office and core banking systems (CBS)

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