Job Purpose Summary We are seeking a dynamic and target-oriented Branch Sales Manager (Team Handling) to oversee, mentor, and drive a team of sales executives toward acquiring Current Accounts, Savings Accounts (CASA), and third-party financial products. The ideal candidate will be responsible for driving overall branch sales targets, managing team performance, expanding the regional customer base, and fostering strong client relationships.

Key Responsibilities

- Team Leadership Management:
- Lead, mentor, and guide a team of sales executives/officers to achieve monthly, quarterly, and annual targets.
- Monitor daily field activity, review performance metrics, and conduct regular coaching to boost productivity and sales efficiency.
- Assist team members in closing high-value corporate accounts, HNI clients, and complex financial deals.

- Business Acquisition Sales Strategy
- Formulate and execute territory sales strategies to drive CASA acquisition and cross-sell third-party products (Insurance, Mutual Funds, Loans).
- Drive business development initiatives through corporate tie-ups, field campaigns, cold calling, and network referrals.

- Relationship Portfolio Growth
- Build and maintain key client relationships across High-Net-Worth Individuals (HNIs), SMEs, and corporate entities.




- Ensure high levels of customer retention, engagement, and portfolio value growth.

- Operations Compliance
- Ensure strict compliance with regulatory guidelines, KYC/AML norms, and internal risk management standards during customer onboarding.
- Maintain operational accuracy across all documentation and onboarding processes managed by the team.

Key Skills Competencies

- Core Skills: Team Handling Leadership, CASA Acquisition, Branch Sales Management, Business Development, B2B/B2C Sales, Cross-selling.
- Interpersonal Skills: Solid team management, effective communication, negotiation, performance tracking, and client relationship management.
- Technical Knowledge: Strong understanding of retail banking products, financial services, market trends, and KYC/AML compliance.

Desired Candidate Profile

- Experience: 38 years of experience in Banking, NBFC, Broking, or Financial Services (BFSI), with at least 12 years of proven team handling experience.
- Education: Bachelors Degree in Any Discipline; MBA/PGDM in Sales/Marketing preferred.
- Other Requirements: Strong leadership capability, deep understanding of the local market, target-driven mindset, and willingness to undertake local travel.

This job is provided by Shine.com

📌 Sales Manager -Casa (Ghaziabad)
🏢 ACURA SOLUTIONS
📍 Ghaziabad