CASA Sales Manager - Bank

- Achieve sales targets through direct efforts and by managing a team of business development executives.

- Identify sales opportunities for the CASA products by acquiring new customers and building new relationships.

- Manage business relations with existing customers to increase the depth of existing relationships.

- Ensure timely servicing of leads received and resolution of discrepancies raised during application process.

- Record and track all engagement activities through the CRM system.

- Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs.

- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

- Achieve Sales Targets Through Direct Efforts and by Managing a Team of Business Development Executives: The primary objective here is to meet or exceed sales targets. This involves not only personal sales efforts but also effectively leading and managing a team of Business Development Executives (BDEs) to collectively achieve sales goals.

- This includes setting clear targets, providing guidance and support to team members, and monitoring their performance. Identify Sales Opportunities for the CASA Products by Acquiring New Customers and Building New Relationships: This involves actively seeking out new customers and cultivating relationships to promote the sale of Current Account and Savings Account (CASA) products. It requires a proactive approach to identifying potential clients, understanding their needs, and effectively pitching the benefits of CASA products to them.

- Manage Business Relations with Existing Customers to Increase the Depth of Existing Relationships: Building and maintaining strong relationships with existing customers is crucial for business growth. This involves regular communication with clients to understand their evolving needs, providing excellent service to enhance customer satisfaction, and exploring opportunities to upsell or cross-sell additional products or services.

- Ensure Timely Servicing of Leads Received and Resolution of Discrepancies Raised During Application Process: Timely and efficient handling of leads is essential for maximizing conversion rates. This includes promptly following up on leads, providing necessary information and assistance to potential customers, and addressing any issues or discrepancies that may arise during the application or onboarding process.

- Record and Track All Engagement Activities Through the CRM System: Utilizing a Customer Relationship Management (CRM) system is essential for effective sales and relationship management. This involves accurately recording all customer interactions, tracking progress on leads and opportunities, and leveraging data insights to optimize sales strategies and improve customer engagement.

- Prepare and Ensure Implementation of Sourcing, Activation, Implementation, Coaching, and Mentoring Plan for the BDEs: This involves developing comprehensive plans to support the professional development and success of the Business Development Executives (BDEs). It includes activities such as sourcing new leads, activating accounts, implementing sales strategies, and providing ongoing coaching and mentoring to help BDEs achieve their targets.

- Comply with KYC/SEBI Rules, Regulations, and Legislation Governing the Financial Services Industry: Compliance with regulatory requirements is non-negotiable in the financial services industry. This involves adhering to Know Your Customer (KYC) norms, Securities and Exchange Board of India (SEBI) regulations, and other relevant legislation to ensure ethical and legal conduct in all sales and customer interactions.