The Team Leader – Current Account is responsible for managing a team of CASA sales executives and driving acquisition of Current Account customers for the bank. The role includes team handling, target achievement, customer acquisition, relationship management, and ensuring high-quality sales performance.
Key Responsibilities
- Lead and manage the Current Account sales team.
- Drive acquisition of Current Account customers through field sales and corporate visits.
- Achieve monthly and quarterly CASA targets.
- Monitor team performance and provide regular guidance and motivation.
- Develop business through referrals, market mapping, and lead generation activities.
- Build and maintain robust relationships with clients and business owners.
- Ensure compliance with banking policies and KYC norms.
- Conduct daily sales meetings and performance reviews.
- Coordinate with internal departments for smooth account opening and customer servicing.
- Train and mentor new team members on sales strategies and banking products.
Required Skills
- Strong leadership and team handling skills.
- Good communication and interpersonal skills.
- Sales and target-oriented approach.
- Knowledge of CASA products and banking operations.
- Ability to handle field sales activities and client meetings.
- Problem-solving and decision-making abilities.
Eligibility Criteria
- Graduate in any discipline.
- Minimum 2–5 years of experience in CASA sales or banking sales.
- Prior team handling experience preferred.
- Experience in Current Account acquisition will be an added advantage.