We are seeking a Business Development Manager to develop and manage business across an assigned district and surrounding locations. The candidate will recruit and activate CBA partners, expand the branch network, support existing branches, and drive business across Equity, Insurance, Loans, Mutual Funds, Credit Cards, and other company products. The role also includes developing business in nearby locations where the company does not have a branch by building local partner networks and providing regular field support.
Key Responsibilities
CBA Recruitment & Development
- Identify, recruit, onboard, and activate CBA partners, brokers, advisors, and referral partners.
- Train partners on company products, sourcing processes, documentation, and systems.
- Conduct regular partner meetings and field visits to improve business productivity.
- Monitor partner performance, strengthen relationships, and support target achievement.
Branch Development & Management
- Identify potential locations and suitable partners for new branch development.
- Coordinate branch onboarding, setup, and activation with management.
- Support existing branches with business planning, lead generation, and sales growth.
- Work with branch teams to improve performance and resolve operational issues.
Sales & Business Growth
- Drive business across Equity, Insurance, Loans, Mutual Funds, Credit Cards, and other company products.
- Develop monthly sales plans with product-wise, branch-wise, and partner-wise targets.
- Generate leads through referrals, local networking, market visits, and business development activities.
- Identify cross-selling opportunities based on customer needs and product suitability.
- Coordinate with internal teams for customer onboarding, application processing, and business conversion.
District & Nearby Territory Management
- Manage business development across the assigned district and nearby locations.
- Build active sourcing networks in areas where the company does not have a branch.
- Conduct regular market visits, partner training sessions, and local business meetings.
- Identify new market opportunities and recommend locations for branch expansion.
Reporting & Coordination
- Maintain accurate lead, partner, and business records in the company’s CRM.
- Submit regular reports on sales achievement, pipeline, partner productivity, and territory growth.
- Coordinate with internal teams to resolve customer and partner queries.
- Ensure business sourcing follows company policies and applicable product processes.