Senior Manager - Sales - CASA - Bank

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

- Your primary goal will be to meet predefined sales goals.

- This involves both your personal sales efforts and overseeing a team of business development executives (BDEs) who also contribute to these targets.

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

- You will be responsible for identifying potential customers who would benefit from CASA (Current Account, Savings Account) products.

- This includes building new relationships to expand the customer base.

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

- You'll maintain and deepen relationships with current customers.

- This involves understanding their needs, ensuring satisfaction with services, and potentially upselling or cross-selling additional products.

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

- You'll oversee the process of handling leads promptly and ensuring any issues or discrepancies that arise during the application process are resolved efficiently.

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

- It's crucial to maintain accurate records of all interactions with customers and leads.

- This helps in tracking progress, analyzing trends, and ensuring follow-up actions are taken.

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

- You'll be involved in creating plans and strategies for sourcing new customers, activating their accounts, and implementing effective sales techniques.

- Additionally, you'll provide coaching and mentoring to the BDEs to help them achieve their targets.

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

- Compliance with Know Your Customer (KYC) norms and regulations set by SEBI (Securities and Exchange Board of India) or other regulatory bodies is essential.

- This ensures all activities and transactions are conducted legally and ethically