Sales & Service Manager – Current Account (SSM CA) Job Description
Job Title
Sales & Service Manager – Current Account (SSM CA)
Job Summary
The Sales & Service Manager – Current Account is responsible for acquiring new Current Account customers, deepening existing customer relationships, and driving CASA growth for the bank. The role involves business development, relationship management, cross-selling banking products, and achieving sales targets through corporate and SME client acquisition.
Key Responsibilities
- Acquire new Current Account customers through field sales and referrals
- Identify and approach SME, MSME, trader, and corporate clients
- Drive CASA growth and increase account balances
- Cross-sell banking products such as:
- Business loans
- Payment solutions
- Trade & forex services
- Insurance products
- Salary accounts
- Build and maintain robust customer relationships
- Conduct client meetings and business presentations
- Ensure smooth onboarding and KYC documentation
- Coordinate with internal teams for customer servicing
- Achieve monthly and quarterly sales targets
- Monitor portfolio performance and customer engagement
Required Skills
- Strong sales and negotiation skills
- Relationship management
- Business development
- Knowledge of banking and CASA products
- Customer servicing skills
- Target-oriented mindset
📌 IDFC Bank (Amritsar)
🏢 Acura Solution
📍 Amritsar
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