Job Purpose Summary
We are seeking a dynamic and target-oriented Branch Sales Manager (Team Handling) to oversee, mentor, and drive a team of sales executives toward acquiring Current Accounts, Savings Accounts (CASA), and third-party financial products. The ideal candidate will be responsible for driving overall branch sales targets, managing team performance, expanding the regional customer base, and fostering strong client relationships.
Key Responsibilities
- Team Leadership Management:
- Lead, mentor, and guide a team of sales executives/officers to achieve monthly, quarterly, and annual targets.
- Monitor daily field activity, review performance metrics, and conduct regular coaching to boost productivity and sales efficiency.
- Assist team members in closing high-value corporate accounts, HNI clients, and complex financial deals.
- Business Acquisition Sales Strategy:
- Formulate and execute territory sales strategies to drive CASA acquisition and cross-sell third-party products (Insurance, Mutual Funds, Loans).
- Drive business development initiatives through corporate tie-ups, field campaigns, cold calling, and network referrals.
- Relationship Portfolio Growth:
- Build and maintain key client relationships across High-Net-Worth Individuals (HNIs), SMEs, and corporate entities.
- Ensure high levels of customer retention, engagement, and portfolio value growth.
- Operations Compliance:
- Ensure strict compliance with regulatory guidelines, KYC/AML norms, and internal risk management standards during customer onboarding.
- Maintain operational accuracy across all documentation and onboarding processes managed by the team.
Key Skills Competencies
- Core Skills: Team Handling Leadership, CASA Acquisition, Branch Sales Management, Business Development, B2B/B2C Sales, Cross-selling.
- Interpersonal Skills: Strong team management, effective communication, negotiation, performance tracking, and client relationship management.
- Technical Knowledge: Strong understanding of retail banking products, financial services, market trends, and KYC/AML compliance.
Desired Candidate Profile
- Experience: 38 years of experience in Banking, NBFC, Broking, or Financial Services (BFSI), with at least 12 years of proven team handling experience.
- Education: Bachelors Degree in Any Discipline; MBA/PGDM in Sales/Marketing preferred.
- Other Requirements: Strong leadership capability, deep understanding of the local market, target-driven mindset, and willingness to undertake local travel.
This job is provided by Shine.com