BSM / RM - Current Account / CASA
Rekrut IndiaThis job is no longer accepting applications
Job Description
Key Responsibilities:
- Lead, manage, and motivate a team of 10 field sales executives to achieve assigned business targets.
- Drive acquisition of new Current and Savings Accounts (CASA) through open market sourcing.
- Achieve monthly and quarterly revenue targets through cross-selling of insurance, mutual funds, and other third-party financial products.
- Ensure high productivity of the team by conducting daily huddles, performance reviews, and on-the-job coaching.
- Plan and execute branch-level lead generation activities and field campaigns to boost business.
- Personally meet key customers to build relationships and close high-value CASA accounts.
- Monitor team members daily activities, ensure timely follow-ups, and resolve customer issues.
- Facilitate ongoing training for team members on products, sales techniques, compliance, and customer service.
- Recruit and onboard new sales team members to maintain adequate manpower.
- Maintain and report key performance metrics to senior management on a regular basis.
Candidate Profile:
- Experience: Minimum 3–6 years in field sales; at least 1 year of experience in a team lead or supervisory role preferred.
- Education: Graduate in any discipline (MBA preferred).
- Strong experience in CASA sourcing, liability products, and cross-selling financial products.
- Proven leadership and team management skills.
- Excellent interpersonal, communication, and negotiation skills.
- Must be target-driven, energetic, and customer-oriented.
- Should have knowledge of banking operations, compliance norms, and KYC regulations.
More Info
Key Skills
Retail Liabilities
Cross-Selling
About Company
upGrad Rekrut is a leading recruitment and staffing solutions brand that supports organizations in building their human capital. Rekrut India started its journey in August 2020 with a vision to be one of the largest recruitment & staffing company in India. In January 2021, Rekrut India was acquired by upGrad, one of the largest EdTech companies in Asia offering higher education for working professionals, and was rebranded as upGrad Rekrut. Today, Rekrut India is a 100% upGrad-owned brand. In the dynamic world of today, when the future is both exciting and unpredictable, the talent acquisition strategy of organizations has become fluid and complex. Traditional recruitment practices aren’t designed to match up to the requirements of the new realities and lag behind the speed of today’s rising companies. upGrad Rekrut simplifies hiring for organizations, it’s expertise, pioneering solutions, extensive network and patented technology reduces the complexity of the recruitment process and ensures that organizations always stay ahead of change. Partnering with upGrad has provided an adrenaline boost for Rekrut’s ability to provide talent solutions, with access to upGrad’s pool of future-ready learners. This adds another channel of service for upGrad Rekrut to provide organizations, comprising of upskilled talent, which is a critical factor for success in today’s VUCA world. In a short period of time, upGrad Rekrut has managed to make a significant impact in the recruitment and staffing industry due to its unrelenting focus on the 4 key aspects that deliver competitive and holistic recruitment solutions: expertise, products, network & technology. upGrad Rekrut’s core strength is its people, who are united by the following organizational values, which is practiced by one and all: Customer Centricity Integrity Growth Mindset Ownership Thus, enabling upGrad Rekrut to deliver a WOW experience to their clients. upGrad Rekrut is proud to be ISO 9001 2015 certified.