BSM / RM - Current Account / CASA

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.