Role Objective : To lead and drive business growth for Current and Savings Accounts (CASA) through effective team management, customer engagement, and adherence to regulatory standards.
Key Responsibilities :
Business Development :
Mobilize business for Current Accounts and Savings Accounts .
Drive sales numbers and value across assigned branches or regions.
Team Leadership :
Recruit, train, and mentor team members regularly.
Accompany team members on client visits, especially for key accounts.
Act as a single point of contact for team members regarding customer grievances.
Customer Engagement :
Organize lead generation activities to boost customer acquisition.
Ensure high-quality service delivery aligned with bank standards.
Compliance & Documentation :
Ensure proper documentation and compliance with KYC norms as per RBI guidelines.
Validate account opening forms before submission to RPCs for processing.
Candidate Requirements :
Education : MBA / Graduate
Experience : Minimum 4–6 years in banking sales, preferably in CASA acquisition
Certifications : Knowledge of Trinity, NR, and TPP (insurance) is preferred
Team Handling experience is mandatory.
Skills :
Excellent written and verbal communication
Strong process orientation
Conscientious and adaptable
Ability to lead and motivate teams
Preferred Attributes :
Proven track record in retail banking sales
Familiarity with branch banking operations
Customer-centric approach with strong interpersonal skills
Group Sales Manager • Kolkata, West Bengal, India