A Sales Manager for CASA (Current Account, Savings Account) is responsible for achieving deposit growth and sales targets by leading a team to acquire new customers, deepen existing relationships, and cross-sell other banking products like insurance and mutual funds. Key duties include managing a sales team, ensuring regulatory compliance, handling customer service, and overseeing branch operations to drive profitability.

Key Responsibilities

Sales and revenue generation:
Achieve monthly/quarterly sales targets for CASA products.
Acquire new customers for accounts and deposits.
Deepen relationships with existing customers to increase the deposit base and revenue.
Cross-sell other financial products, such as insurance and mutual funds.
Generate fee income through effective product penetration.
Team management:
Manage, coach, and mentor a team of sales executives (Business Development Executives).
Create and implement plans for sourcing, activation, and performance improvement.
Monitor team performance and morale.
Customer service and relationship management:
Ensure a high standard of customer service delivery.
Handle customer queries and resolve issues.
Maintain strong relationships with existing customers.
Operational and administrative duties:
Ensure all sales and operations activities comply with KYC and other regulations.
Oversee branch administration and ensure adherence to compliance norms.
Maintain accurate records of customer engagement activities.
Track and manage the branch's profit and loss (PL) performance.
Market and product knowledge:
Map the local market and identify potential customers.
Stay updated on product knowledge and market trends.

Qualifications and Skills

Education: A bachelor's degree in Finance, Business Administration, or a related field is often required.
Experience: Proven sales experience in the banking or financial services sector is necessary, with a specific focus on CASA acquisition.
Team Handling: Previous experience in leading a team is essential.
Skills:
Strong sales and negotiation skills.
Excellent communication and interpersonal skills.
Customer-focused with strong problem-solving abilities.
Ability to work under pressure and meet deadlines.
Proficiency with CRM systems is often expected.

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