Job Purpose Summary

We are seeking a agile 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: Robust team management, effective communication, negotiation, performance tracking, and client relationship management.
• Technical Knowledge: Strong un

📌 Sales Manager (Meerut)
🏢 ACURA SOLUTIONS
📍 Meerut