Branch Sales Manager - CASA Team Lead at Leading Bank

Role Overview

This position focuses on expanding and enhancing the bank's CASA customer base within the branch by leading a dedicated sales team. The role involves strategizing to increase wallet share through relevant product offerings and managing the entire sales process to meet predefined targets.

Key Responsibilities

• Drive acquisition and value enhancement of new CASA customers in target segments within the branch.
• Increase wallet share through profiling customers and offering appropriate products that match their needs.
• Lead cross-selling efforts of value-added services such as Trade Forex, Cash Management Services, POS terminals, payment gateways, doorstep banking, various loan products, and family Savings Accounts.
• Collaborate with the team to map and analyze the catchment area, preparing a prioritized list of potential clients by segment.
• Ensure adherence to sales processes and meet desired productivity benchmarks for the team.
• Set and achieve targets for New-To-Bank (NTB), cross-sales, and account quality metrics.
• Provide leadership, mentorship, and motivation to team members, coordinating with Relationship Managers to assess and address training needs.
• Maintain ongoing customer engagement, source accounts suited to customer needs, and uphold Account Quality Balances (AQB).
• Monitor product sourcing quality and provide feedback to develop the sales team.
• Drive adherence to high-quality sales standards while managing related risks effectively.
• Oversee sourcing of quality current and savings accounts, ensuring an optimal product mix and targeting value-driven customer segments.
• Understand customer profiles and business requirements to offer suitable product and pricing solutions.
• Engage regularly with customers acquired by self and team through visits, proactively resolving their issues and queries.
• Track and facilitate achievement of individual and team goals and key performance indicators, ensuring proper implementation of performance management.
• Foster talent growth by providing consistent coaching, feedback, and development opportunities to achieve set objectives.
• Enforce risk management policies covering operational, regulatory, financial, informational, reputational, and audit aspects, ensuring compliance with internal and regulatory standards.

Candidate Information

Applicants should be graduates interested in contributing to a reputed banking institution. Contact the company directly for application submission.