Job Description: Branch Sales Manager Current Account

Job Title

Branch Sales Manager – Current Account

Department: Retail Banking / Liabilities

Location: Delhi

Branch-Based

Reporting To: Cluster Sales Manager / Regional Sales Manager

Job Summary

The Branch Sales Manager – Current Account is responsible for driving acquisition of Current Account (CA) customers, increasing CASA balances, and achieving branch sales targets. The role focuses on sourcing current-to-bank customers, deepening relationships with existing clients, managing a sales team, and collaborating with branch and product teams to deliver superior customer service and business growth.

Key Responsibilities

- Drive Current Account acquisition through direct sales, referrals, and market sourcing.
- Achieve monthly, quarterly, and annual Current Account and CASA targets.
- Generate leads from local markets, business communities, SMEs, corporates, and professionals.
- Build and maintain strong relationships with business customers to increase wallet share.
- Cross-sell banking products such as Trade Finance, Cash Management Services, POS, Payment Solutions, Insurance, and Digital Banking.
- Conduct regular customer meetings and identify opportunities for account deepening.
- Lead, coach, and monitor the performance of sales executives and relationship officers.
- Ensure high-quality customer onboarding in compliance with KYC, AML, and regulatory guidelines.
- Track sales pipelines, conversion ratios, and productivity metrics.
- Coordinate with branch operations and service teams to ensure seamless customer onboarding and servicing.




- Monitor competitor activities and identify opportunities to increase market share.
- Maintain accurate sales MIS and submit periodic performance reports.

Key Performance Indicators (KPIs)

- Current Account acquisition
- CASA balance growth
- Average balance per account
- Revenue generation
- Cross-sell income
- Customer activation and retention
- Team productivity and sales conversion
- Compliance and audit adherence

Required Qualifications

- Bachelor's degree in Business, Commerce, Finance, Marketing, or a related field.
- MBA or equivalent qualification preferred.

Experience

- 4–8 years of banking sales experience.
- Minimum 2 years in Current Account/CASA sales or branch sales management.
- Experience managing a sales team is preferred.
- Strong understanding of liability products and business banking.

Required Skills

- Strong sales and negotiation skills
- Team leadership and coaching
- Relationship management
- Business development and market networking
- Customer-centric approach
- Analytical and problem-solving skills
- Excellent communication and presentation skills
- Knowledge of banking regulations, KYC, and AML guidelines
- Proficiency in MS Office and CRM systems

Competencies

- Results-oriented
- Leadership and people management
- Strategic thinking
- Customer focus
- Decision-making
- Planning and execution
- Stakeholder management
- High integrity and compliance mindset

Working Conditions

- Branch-based role with frequent field visits.
- Extensive interaction with business owners, SMEs, corporates, and high-value customers.
- Travel within the assigned territory may be required

📌 Branch Sales Manager (Delhi)
🏢 Acura solutions
📍 Delhi