Roshan Manoj

• Oversee and lead the whole branch staff, making sure that both individual and group sales and service goals
are met.
• Effectively oversee day-to-day branch operations while upholding strict operational compliance and customer
service requirements.
• Conduct and supervise financial transactions in compliance with regulatory requirements and business rules.
• By addressing concerns, addressing grievances, and guaranteeing client happiness, you may preserve and
improve long-term client relationships.
• To increase output and service delivery, track employee performance and offer coaching, training, and
encouragement.
• Serve as the primary liaison between senior management and branch operations, including creating and
delivering reports to the Branch Manager, AGM, and Managing Director.
• Implement into effect branch initiatives that support business objectives and promote client retention and
growth.
• Assure appropriate risk management and adherence to internal control, audit, and compliance protocols.

• Increase B2B sales by using customer relationship management, strategic planning, and skillful bargaining.
• To find opportunities, enhance sales tactics, and keep ahead of market trends, conduct market analysis.
• Oversee and inspire the sales force to meet monthly and yearly revenue goals.
• Create and carry out focused marketing initiatives to increase product reach and brand recognition.
• Enhance client relationships by conducting routine follow-ups, gathering feedback, and implementing service
improvement projects.
• Work together with the digital marketing team to maximize customer interaction and online visibilit y.

• Achieved sales goals by using strategic planning and efficient client interaction.
• Cultivated and preserved a solid rapport with cross-functional teams and clients.
• Created and implemented both short- and long-term marketing plans in line with corporate objectives.
• Developed campaigns and marketing collateral to aid in sales and brand positioning.
• Organized and oversaw fresh marketing campaigns to produce leads and propel company expansion.

• Established long-term relationships with clients and promoted insurance products via the bank network.
• Determined the financial security requirements of clients and offered specialized insurance options
• Worked together and provided coaching on insurance product offerings to bank employees.
• Provided post-purchase assistance and upheld policyholder connection

• Managed branch operations, including account openings and verifications. Achieved sales
targets for credit cards, deposits, and promotions.
• Provided customer service and cross-sold banking products.
• Prepared accurate account statements for daily operations.
• Managed cashier duties and ensured accurate cash handling.
• Managed customer inquiries and provided solutions efficiently.
• Coordinated with customers to resolve service-related issues.