Branch Banking – Business Development Manager (BDM)
Position: Business Development Manager – Branch Banking
Department: Retail / Branch Banking
Employment Type: Full-Time
Location: Karnataka / Tamil Nadu
Experience: 1–5 Years in Banking / BFSI Sales preferred
Job Responsibilities
- Acquire recent customers and build strong relationships with existing customers.
- Generate business through CASA, Savings Accounts, Current Accounts, Fixed Deposits and other banking products.
- Drive sales of personal loans, home loans, business loans, credit cards, insurance, mutual funds and other third-party products.
- Identify prospective customers through field visits, references, local market activities and lead generation.
- Achieve assigned monthly sales and business targets.
- Develop and maintain a strong customer pipeline within the assigned branch catchment area.
- Cross-sell and upsell banking products based on customer requirements.
- Maintain regular follow-ups with prospective and existing customers to improve customer retention and portfolio growth.
- Coordinate with branch operations and credit teams for smooth customer onboarding and loan processing.
- Ensure proper documentation, KYC and adherence to bank policies and regulatory requirements.
- Maintain daily sales reports,
lead details and customer information in the bank’s CRM/system.
- Participate in branch marketing activities, customer meets and local business development initiatives.
- Ensure excellent customer service and timely resolution of customer queries.
- Meet individual and branch-level business targets consistently.
Candidate Profile
- Graduate in any discipline.
- 1–5 years of experience in banking, NBFC, financial services or sales preferred.
- Candidates with experience in CASA, Branch Banking, Relationship Management, Retail Banking or BFSI Sales will be preferred.
- Strong communication and interpersonal skills.
- Good customer acquisition and relationship-building skills.
- Target-oriented and comfortable with field sales.
- Good knowledge of banking products and financial services.
- Ability to generate leads independently and convert them into business.
Key Skills
Branch Banking | CASA Sales | Customer Acquisition | Relationship Management | Cross-Selling | Lead Generation | Field Sales | Banking Products | Target Achievement | Customer Service