Financial and insurance services branch managers
Financial and insurance services branch managers plan, direct, and coordinate the branches of institutions that provide financial and insurance services, such as banks, building societies, credit unions and insurance companies. They provide advice and assistance to clients on financial and insurance matters.
Tasks include planning, directing and coordinating the activities of staff in the branch
establishing and maintaining relationships with individual and business customers
providing advice and assistance to customers on their financial and insurance needs and with matters such as changes in law that may affect customers
examining, evaluating and processing loan and insurance applications
monitoring credit extension decisions
conducting financial investigations
overseeing the flow of cash and financial instruments, and the preparation of financial and regulatory reports
approving or rejecting, or coordinating the approval or rejection of, lines of credit commercial, real estate and personal loans
coordinating cooperation with other branches of the company
managing budgets, controlling expenditure and ensuring the efficient use of resources
overseeing the selection, training and performance of staff.
Planner, estate (insurance)
Branch-manager, financial institution
Branch manager (assistant), bank
Credit Union Manager
Branch manager, Insurance agency
Director bank, manager, branch, building society, manager, credit union.
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Source Of Info:
Source: Pakistan Bureau of Statistics, PSCO-2039